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The point of the CAP was to make room on the network for AOL to use it
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Bzzt! Today's wrong end of the stick award goes to...
You suggest the cap was introduced to 'make room' for AOL users, so you accept that by reducing the abuse of the network by heavy downloaders you create more space. Point 1.
There are many more ntl users than AOL users. Therefore the vast majority of the people to benefit from the reduction in abuse of the network are ntl customers. Point 2.
Put the two together and it follows from th'eng's argument that ntl's introduction of the cap has benefited *ntl customers* more than AOL ones.
There is noticably less congestion on the network, measured by people's complaints. Back in December it was the dominant complaint.