If they have invested in proper equipment (NetEnforcer, PeerApp etc), have smart people managing the rules and keep the bandwidth pool at an appropriate level for the number of customers this could be a great success.
On the other hand if any one of those three things are not up to scratch expect Go Large 2.0 and more irreparable brand damage. Many times this year I've heard people say Telecom was a slow ISP and they wouldn't switch to them (based word of mouth/experience from over a year ago with the Go Large fiasco) even though they have probably been one of the best peak time performers in the last 6 months+ imo.
Mud sticks and so on (see Xnet/Slingshot)
It's going to be very interesting to measure peak time performance for gaming.
Presumably per user shaping will be effective against bit torrent encryption, TOR / SSH tunneling. Lets hope they have the proper hardware to avoid a latency blow out.