FTTH Market Overview, An Old Yet Useful Study

Digging the Web for data on FTTx Fiber-To-The-Something key players in the Bay Area, I found this 125+ pages document. Quite an extensive overview of the FTTx markets, although the study is dated 2003. Considering that the Telecoms industry just recovered by the end of 2006, IMHO most of the informations you'll find in there are still pretty much relevant - simply change names when M&A apply.

Ehrhardt & Ehrhardt consulting firm website here (in Dutch)