“Who Wins, Who Loses”
The link below points to a summary table of established and some dis-establishing companies. I tend to think it underappreciates a few points but does capture the swift movement to tablets/mobile. The issue is that we’ve only seen so far a movement of the consumer class in rich countries. But mobiles, from feature to smartphones to tablets leapfrog copper and utilize existing communication structures and systems; and are also in the end a lot cheaper to make, distribute, keep up.