Seen at NetworkWorld.com:
Comcast's idea is to allow many broadband customers to share one global IPv4 address instead of giving one global IPv4 address per customer.
"The exact ratio of IPv4 addresses to customers is something we are studying right now," Durand says. "We are working on some tests to see if it is 1 to 5, or 1 to 100 or 1 to 200."
This approach would be for new customers only; existing Comcast customers would keep the global IPv4 addresses they already have.
This was obviously coming sooner or later, but now they announced it. But wait, they are going to monkey with my IPv6 too:
New customers with IPv6 addresses would get special home gateways that do tunneling but not NAT. These gateways would take IPv4 packets and ship them over an IPv6 tunnel to the carrier-grade NAT, which handles translation in a way that's similar to today's IPv4 NATs.
The biggest question is, will I, as a customer, control that special gateway? Are they going to delegate me at least a /64?
So far all I heard from them is "eth0: no IPv6 routers present".