Om (I think) had a nice post up a few days back showing a hypothetical bill for triple-play digital media to the home, highlighting how potentially expensive it would be for consumers relative to current levels of consumption.
This simple analysis highlights a simple industry dynamic which is on the cards - the dominant strategy is first-to-scope, which will most likely be achieved by rapid consolidation among service providers. Purely scale-driven acquisitions will most likely crate little value.