Re: "This is not idle speculation or fear mongering..."
But many of the ISPs are actually or are subsidiaries of publicly-traded companies. Meaning they have the investors to please, and definition or no definition, the investors don't like risk; it's their money on the chopping block, after all. If the risk is too high, they'll bail: sell their stocks and go to some other company. In this environment, there's a limit to the level of risk you can try, and since we've had a number of high-profile busts lately, that tolerance is going down not up.