tedster - 5:35 pm on Sep 29, 2010 (gmt 0)
Here's my current hunch - assuming we're looking at something real and not just shoveling smoke. The activation of a traffic governor might depend on the breadth of the backlink profile. Not enough variety? Then you might get capped.
I just had a call from a long time friend who is a serious web developer and data jockey. His main website has traditionally shown seasonal peaks, based on the academic year. But this fall there's no such thing - traffic is eerily flat. He even tried launching a major modification to the site, but it had no affect, up or down. So he also is wondering about some kind of traffic "governor".