[rgbrenner]

They compete against you whether they know you exist or not because your customers/prospects know Amazon/Google/etc exists.

It only takes one of the large players to break the pricing stalemate, and overnight they'll all follow to keep their position in the market.

[vidarh]

I sort-of agree with you, but in this case I believe it will persist for years to come, as they have faced competitors charging far less for bandwidth for years already and pretty much ignored it.