I've read the linked-to article and while it does provide a personal opinion on who will (or won't) be using the new system, the "ring up high bandwidth costs" claim appears almost as a footnote in the last paragraph with no data (= required bandwidth) or justification (= price).

It looks to me as yet another article written from a cozy chair as a reply to a press release. I wonder where's the "analyst" portion of the article.