Just give me a fat, naked IP pipe, part II

And now we know why Netflix opened offered movie “rentals” for unlimited streaming: Apple’s announcement yesterday about moving into on-line movie rentals.

All of this competition and choice is great for consumers.  With Apple, Netflix, Amazon and others duking it out for movies, we’ll have great options with great features (like HD) at fair prices.

And, this is a great example of why there’s nervousness about network neutrality.

A very plausible scenario:  watch a bunch of Apple HD movies, and Comcast dings you with a “too much bandwidth” warning for the month and threatens to disconnect you.  Of course, you can watch all of the Comcast-provided movies you want — is that fair?

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