On the Money Programme (7th November I think) they interviewed Michael O'Leary, CEO Ryanair, and he too said that in 5 years' time there would be the emergence of 3 "Super-carriers" and 1, possibly 2, low cost airlines.
Super-carriers would be AF, LH and BA. The low cost airlines would be Ryanair and possibly Easyjet.
We'll wait and see.....