On the small cable side, I think what's going to happen is that a lot of the small cable operators who are just about to launch and will probably proceed with their launch may find themselves driven out of the telephony market. That would hurt them economically; it might force them to sell their companies, because they might have no other option to settle the debt they just got into to get into the market.
Many of the smaller operators will just continue to operate their current set of services and over time will probably dwindle as competition passes them by, because they won't be able to invest the money to get into the market.
I think the biggest issue is what's going to happen to the people who are in those small towns that don't get the competitive service.