Ralph de la Vega, group president of Regional Telecommunications & Entertainment at AT&T (NYSE: T), spent much of his time at Communacopia talking up AT&T’s U-Verse initiative, which now boasts 100,000 customers, doubled from June, De la Vega likened the rollout of U-Verse to the introduction of both DSL and 3G wireless, predicting that eventually it could see a footprint similar to its current broadband operations—which, if true, would result in a serious hit to the cable operators.

On Content: AT&T will partnering with small firms to develop serialized content that works across all screens.  As a corollary, AT&T expects to do more in terms of advertising, as it looks to directly monetize the eyeballs across its various networks (wireless, wifi, broadband, TV).  Also seeing a greater willingness among video content owners to be more creative in distribution, though they’re still concerned about DRM issues.

iPhone The iPhone is to other phones what broadband is to dial-up ...  iPhone business exceeding all expectations. (Ed. Note: this may be one comparison he shouldn’t make given the slow speed of iPhone’s Edge versus AT&T’s 3G handsets.)

—Yellow Pages business still a strong cash flow generator; YellowPages.com will compete aggressively in the local search space.