reply to JasonOD
Re: A UBB plan can be designed to be revenue neutral I agree that they shouldn't kick them off. They should "upgrade" them to a service that suits their needs.
However, charging overage fees will eventually bring anger from the average user. We're headed toward more data, not less. While today's caps might be OK for most, cable has been busy raising speeds but leaving caps fixed. Sooner or later this is going to collide with the average user. When enough folks get angry, they are going to look for alternatives. One of two things is going to happen. Either competitors will enter the market because they sense there's money to be made or the lack of competition will cause legislators to regulate. Case in point, I understand congress is considering revising the baggage fee mania of the airlines. Despite competition and Southwest NOT charging baggage fees, it seems evident that the airlines have ticked off their customers enough for even a heavily lobbied and pro-corporate congress to consider taking action.
I don't see a whole lot of difference between the airlines baggage fees and HSI-provider caps with overage fees.