A few weeks ago, we released a report written by Herman entitled Understanding the Cable Threat. Cable and FTTH are often opposed, for good reasons from an industry structure point of view, but the commentary on the relative merits of each infrastructure are often misguided. I've been guilty of that myself. Yet for a telco (incumbent or new entrant) understanding exactly what the upgrade paths are for the competing technology platform is crucial. This what Herman's report does: describe in depth what that path is and what opportunities and threats it represents for competing telcos.
Must read in my opinion (but then I would say that…)
Incidentally, our reports are now available for separate sale if you do not want to subscribe. The whole mechanics haven't been set up on the Diffraction Analysis website yet, so if you're interested, email me.