James Enck (EuroTelcoBlog) talked about the 'Attack from Cyberspace', i.e. Skype/eBay, Google, Microsoft, Yahoo!, AOL. And then, who knows what News Corp and Amazon.com are up to.
Martin Geddes (Telepocalypse) was equally pessimistic on incumbent telcos in his expansion of David Isenberg's concept 'The Stupid Network'.
The telco guys disappointed. They sounded like they were explaining (in 2001) what went wrong (when the bubble popped in 2000).
Michiel Buitelaar (KPN): "No longer will TV companies decide at what time I should watch a certain program." And also: "People do not want to ADSL, they want to access the internet."
Alert the media.