Just my personal speculation. They will either open the gates for downloading, or the bandwidth and compression algorithms will allow for full fat streaming more or less.Where did you hear that about itunes? That would be fantastic if they did - even if it was just their current size, lossy audio and all. Download offline in the morning, watch at night no issues
After watching the iPhone event today and the talk around 5G speeds being at 3.5 to 4 gbs, it seems the logical next step or evolution.