That's a very reasonable position, especially with Comcast. Comcast has, in fact, led the IPv6 charge in terms of sizable US ISPs. The flip side of that coin is they have the money to invest in the engineering costs. I assume they did some analysis, computed the cost of NAT vs. IPv6, knowing full-well they'd have to do IPv6 sometime, and plowed ahead.
It's the smaller ISPs that are just used to fixing stuff "when its broken" that are really in trouble.