It's actually more than a quarter depending how you define "high-speed broadband". A good number of households in the US are on <6mbps ADSL connections, which r

It's actually more than a quarter depending how you define "high-speed broadband". A good number of households in the US are on <6mbps ADSL connections, which realistically aren't fast enough to stream video. Most statistics I've seen show streaming video penetration is closer to 40% of US households. And you're right about adoption: there are a lot of people in the US who just don't care about the Internet. They will be increasingly less relevant as time goes on (this is already causing social angst at some levels) but they will persist. Usually you don't see 100% adoption of things like this until all the old people die and are replaced in the consumer pool by younger generations (aka generational cyclicality).