A big cost for ISP's is customer acquisition, even if they change back their policies it will be years, maybe decades to recover. I think if an ISP did this on any large scale it would be suicide.
I guarantee you Comcast has made the same calculation, too, down to the fractional cent. Whatever vig they charge, if they do, will be scaled accordingly.
Also keep in mind they would still be subject to anti-trust regulation, they really can only take it so far before getting broken up again.
From: NetflixSupport@Netflix.com
Subject: Comcast is increasing the monthly cost of Nextflix
"Dear Valued Customer,
Here at Netflix we endeavor to offer the highest value for your entertainment dollar, it is with that in mind we regret to inform you that due to sweeping and punitive fee increases brought on at the sole discretion of Comcast we will be forced to raise our prices 425% next billing cycle. Customers of other ISP's will enjoy the same low price that we have always offered, in fact we are offering our service at our cost to Comcast customers at this new rate. Please contact Comcast customer service at 1-800-Comcast if you would like this issue resolved as it is out of our hands.
Have a great day"
So... just to make sure I'm following, this is the outcome you're arguing in favor of?