(PON is cheaper to deploy and has a shorter reach. Active ethernet requires more active electronics, a fatter backbone and therefore looks more future-proof, but it comes at a 15-20% premium.)
By the way, look out for France where FT is a supporter of PON, v. Iliad and Neuf favoring active ethernet.
Which brings me to another (so-called) demise: the end of the intended Sprint/Clearwire partnership in rolling out WiMAX. A new ABI Research report (I haven't seen it, just the abstract) justly points to the fact that it wasn't a contract but an LoI only. I agree with Phil Solis of ABI that the parties may still come together, but I believe they need a different approach, preferably full network sharing.
And: communicating a little better with the investment community.