"It's far more likely that the cap is in place to make sure that Comcast's network cannot be relied upon by competitors for high quality video delivery."
Spot on, I completely agree. HD content over the internet is the direction we're headed and Comcast is positioning themselves squarely in a position to control it. The cap buys them time to figure out how to prevent a transition from their carefully controlled content lineup to a free-for-all.
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