Outline and main points:
u technology has outrun demand
u economics (and to some extent regulation)
dominant factor
u awkward transition: voice network
voice one of many services on top of broadband
u problem: voice is still where the money is and will
continue to be for some time
u wealth of technological choices: winners hard to
predict, may be determined by strategic decisions,
as well as regulation
u FTTH may never be big in residential broadband
u fixed wireless access may play a key role