This blog post observes that telcos are losing DSL customers and that cable is gaining (we'll see how that works out if cable switches to metered pricing). What is amusing is the quote from Craig Moffett. Moffett is frequently found in DC regulatory circles explaining how any regulation of cable is bad and would deter investment, especially in this harshly competitive climate.
Why does no one seem to notice that he has significant interests in cable stocks? Oh wait, you mean that might impact his analysis?