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On the other hand, Microsoft has already publicized THEIR thinking along these lines.
Their lobbying firm has been pushing a law prohibiting ISPs from blocking sites -- why? Not because any ISP had been doing it, but because there are only two businesses in a position to do that: ISPs and, um, non-browser-integrated-into-non-operating-system makers. The latter category contains only one company. But if the NBIINOSM started blocking sites of major ISPs (such as AOL) using their control of the browser, you might expect to see some kind of retaliation ... unless the retaliation is banned before the offense is committed.
I think you should expect to see Microsoft looking at more ways to charge websites for page views, no matter how the page was found, based on their control of the MS-Wind screen -- and trying to use cheap representatives (and goodness knows there are enough of them) and sleazy legal maneuvering (which has always been THE M$ specialty -- software has always been an unprofitable sideline) to rid themselves of competition.