One of the things I believe is that wireless (i.e. mobile phone) carriers will be your next all encompassing telco. In the UK, as James Enck points out in his EuroTelcoBlog, Carphone Warehouse is doing just that.
When you look at the USA's wireless companies they have all they need to be just that, when they can decide to compete in some cases with the mother ship (i.e. Verizon, SBC/Bell South for Cingular). But for T-Mobile and Nextel this is virgin territory. Sprint, which does some of it, and SBC the same, is seeking bundling and lock in through combination offers. But all of it is perceived as coming from the traditional phone company (which has the customer billing aggregation tools).
Now turn this model on its head. Put the power in the hands of the wireless companies. Let them sell VoIP, DSL, Satellite TV or soon, IPTV, UPS or Fed EX delivered hardware from distribution centers in Nebraska where labor is less and rents lower than on the coasts, where the business is right now.
This is the model that the wireless companies like T-Mobile, with an already existing, high quality network can move towards. Carphone Warehouse in the UK is already proving that, and VoIP is the change agent.