But over the past year or two, all the pieces to allow a massive shift to happen have come into place:

–widespread availability of much (admittedly, not all) “high value” broadcast content, either for free or ‘a la carte’;
–broadband connections fast enough to stream this content in acceptably high resolution (greater than SD if admittedly not 720p/1080p); and
–an explosion of consumer devices that allow such streaming, directly to a real TV, without extensive technical hurdles (i.e., low dork factor) (TiVo, Apple TV, boxee, BluRay players with built in NetFlix streaming).

What was it that caused huge numbers of people under 30 to stop paying for landline service and rely on their cell phone? Cell phones still don’t have the same reliability that land lines do…. And did it happen all at once, in one quarter? I don’t know, but I don’t think it was that dramatic.

One question regarding your statistics: do they reflect the numbers/percentages/times that respondents watched video on their computer monitors? Or do they also include in their numbers video watched on a primary TV that was delivered over the public internet to a set top box? Because it is the latter, rather than the former, that I think is the relevant and transformative phenomenon.