There is a bit of a phony war of words going on in the US around Net Neutrality. On the one side cable executives are going on about there being a fall in the Capital Expenditures of cable operators since the Title II regime came in, on the other pro-cable politicians are being vilified by poster campaigns talking of broken promises over privacy bills and net neutrality. Everyone knows that capex goes up and down based on a handful of issues. In an early next-gen technology market like DOCSIS 3.1, costs go up, and in the merger of CMTS and QAM, around CCAP, spending is combined into one device and might go down. They key thing is that it is…