Interesting article on Voice over IP and how it is anticipated to affect the main players. Most notable is the speculation that 3G mobile telcos could suffer the most from it, especially if WiMax takes off.
Economist.com | In praise of P2P
Also, here's a classic Economist summary of P2P technologies. Best quote: 'P2P does away with the “popularity penalty” that makes desirable content difficult to obtain. With systems such as BitTorrent, the more a file is in demand, the more available it becomes.'
Economist.com | Plugging in, at last
And finally, Internet through the powerlines is actually looking feasible - with an interesting spin-off that the power companies will be able to use the data network to improve the reliability of their network.
It looks like convergence is finally on the way - a decade late, but hey, Rome wasn't built in a day, and getting global infrastructures to change in a decade is still quite a remarkable feat.