I think an important distinction would be the rate of investment in customer facing bandwidth vs the rate of investment into Tier 1 facing bandwidth. If they ar

I think an important distinction would be the rate of investment in customer facing bandwidth vs the rate of investment into Tier 1 facing bandwidth. If they are spending more at the customer edge so they can sellmore ~100mbps plans to consumers, without the same rate of spending on the connections to T1 providers something is amiss. However if they are matching investment and continually adding bandwitdth to providers then I have no basis. I just dont think they are. I think they are allowing the oversubscription rate to bloom while the avg per user usage continues to grow. And have heard it first hand from one of the biggest Tier 1 telcos about the pain they go through when trying to upgrade bandwidth to Comcast. As a provider on the net I dont have many options to ensure you quality access to my content. I can't route around Comcast if theyre your last hop. I can pay Comcast for the privilege to send you content but I only get around 50 million subscribers and at 10x the price of a Tier 1. The Tier 1 will get me access to the entire internet. Also with all transit pricing, the more you buy the cheaper it is. So the bigger players have an unfair advantage in economy of scale when dealing with the likes of Comcast.