Light my fi(b)re

An idle thought ahead of a busy day light on blogposting. With all the excitement currently surrounding EuroUtility consolidation, all the cash washing around the utility sector generally (sector dividend yield is above 4% currently), as well as the need to maximize the size and scope of these massive companies (at a combined EV of EUR130bn, E.On and Endesa would be the size of one-and-a-half to two EuroTelcos), I wonder what potential there is for the giants in the sector to follow the smaller players in Scandinavia (and Austria) into the open FTTH world?