[cheald]

I'm not really sure that you can call mobile data networks competitors to home broadband, if for no other reason than that their usage is aggressively capped, and is device-specific. I've never heard of someone cancelling their cable broadband because they can just tether their phone for all their household's internet needs instead.

ADSL vs cable is certainly the big battlefield right now, but even then, you're dealing with one telco and one cable provider. Time-Warner and Comcast are so reviled that it's practically a joke now, but people still subscribe to their services by the millions, because they don't have any actual alternative.

> Furthermore, what makes you say this...I certainly would not expect them to lose market share.

If I had my choice of several competing, technologically-equivalent ISPs, and mine decided to start charging extra for full-speed access to Netflix (or Netflix started charging me extra because I was an EvilISP subscriber, meaning that sending me those bytes costs them extra), I'd jump ship to a competitor who didn't in a heartbeat.