ntl's Q4 and year end 2003 results go out on the 4th of March.
As far as I can see, if broadband is still making them a fortune (and I fully expect that it is), there is no viable reason for them to start capping/warning/restricting customers.
How could they in good conscience say "We are raking it in but we're gonna squeeze you harder anyway"?
Over the next couple of years as their debt burden reduces further (due to further debt for equity swaps or just good old fashioned repayment) they will have even less excuse to squeeze customers rather than investing at a greater rate in infrastructure.
I've said it before, "ntl cant change human nature". People will continue to download according to their habits and this usage will increase over time as the userbase becomes more internet literate and the content becomes richer.