Sure. Usage-based billing, as it becomes widespread, asks people to restrict their usage of bandwidth. And it enforces it with a very effective thing, and that's by price. And it is effective because people do reduce their bandwidth when they get the monthly bill.
But if you are trying to sell high-bandwidth services, that will make it very difficult for you to attract capital because anyone you go to—if you're not already making a deal with Bell or with one of the cable providers where it doesn't count towards your capital—the first question from a banker, I'm sure, would be, “So how are you going to get this through the network? It appears you use this many gigabytes per item, per film or whatever.” It would be a very difficult thing to capitalize.
And then on the other end, as your customers want to create businesses, they can't bring data down, they can't push it back up. It just creates an environment of almost fear, really. It's not a matter of something you can see specifically, but I think it's one of those situations where you have what-ifs: what if this company—the next Netflix—could have come out of Canada? We'll never know. What if there was an independent film producer who could have had a hit film and could have got it out through the Internet? It's not going to happen.