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“Basically, Netflix is saying they are 'too big to throttle,'" said Joel Espelien, senior analyst for TDG Research, in an e-mail to FierceOnlineVideo. “I’m not sure that's the case, particularly as more consumers move to 4K. ISPs could still go to Netflix and say, ‘we'll carry you because you are popular, but we're not going to let you consume all the bandwidth on our network.’”