The real question to me is whether the cable providers can turn $150 "Triple Play" (phone/internet/TV) bills into $150 IP-only bills. If I were them, I'd keep prices on the 'next generation' (100Mbit+) of IP-only plans very close to those that include traditional TV service, and offer bundles of discounted (unmetered?) third party services. "Cutting the cord" won't save you very much money as long as there's minimal competition in the physical infrastructure.