They claim they are pumping out the bits as fast as they can, if they pushed them any faster there would be a measurable impact for the Internet:
We are pumping out bits as fast as we can. If we pushed out bits any faster there would be a measurable impact for the Internet. So, we are literally saying that if we increased our bandwidth any further there's a possibility of taking down the Internet - people might have problems with World Cup viewing, etc. That would be bad. So, it isn't that we weren't anticipating demand - we were and are - it is that we are at the threshold of what the Internet can bear. >More details over at Longhorn Blogs.