Cable isn't totally out of the loop on IP. I've seen some demos of Cisco's IPTV solution for cable operators (vDoc) and it's a really good solution. I would exp

Cable isn't totally out of the loop on IP. I've seen some demos of Cisco's IPTV solution for cable operators (vDoc) and it's a really good solution. I would expect to see it start replacing a lot of traditional linear video services within 3-5 years. So what will most likely happen is Comcast Cable TV will become another IPTV video service delivered via your cable modem. This will give the providers an opportunity to continue bundling packages in a mostly anti-competitive way. So for example data service + Comcast IPTV is $100/month but data service alone without Comcast IPTV is $90/month. Part of this strategy includes data caps. Comcast IPTV won't count against your 250GB/month in the same way PacketCable voice traffic doesn't count against your cap today. This won't kill off other IPTV solutions entirely but cable operators are going to have a big competitive advantage.