So what’s to happen with these companies?
and customer will deliver tcp/ip thru what?

I think we will just get more balance between services. we will able to get "network services" (including Voice) thru several paths, such as:

- wireless
- power lines
- and yes, thru ptt infrastructure. Since they have a huge infra structure of cables, i still believe they will be "big players" on this game. But now with other "big" players, such as power companies.