CNN posted this article, I'm sure there's better sources, but at least it gives the basics.
StreamingVideo (http://www.cnn.com/2006/TECH/internet/05/16/net.neutrality.ap/index.html)

Note the last sentence: "The message: Stay tuned, and watch your download speeds."

That wouldn't surprise me at all. That's how they'd get around the bottleneck, just reduce the time sharing rate of over users.