In the Digital World, Martin Geddes is one such seer and here is his magnum opus - http://www.futureofcomms.com/blog/2012/1/27/peak-telecoms.html
Internal analysis by NextGenUs indicates that the peak of perhaps £70Billion UK telecoms fixed and mobile market annual cashflow is already passed and the next equilibrium level is in the £8-12 Billion range.
Local Access Fibre provides the digital equivalent of what C.Y.O'Connor did to reduce the cost of another utility, water, by similar orders of magnitude in Western Australia a century ago.
Put another way, that's a whole heap of musical chairs gone missing and the piper's playing is soon to finish.
Interesting times ahead indeed.