Interesting theory that Comcast/TWC merger would make a big enough company to break the programmers and start a la carte. I wonder if Comcast planted the idea to help sell the merger to skeptics.
I still maintain that Dish/DIRECTV would suffer most from a la carte. Cable can have a base charge for internet service and could add channels for a few dollars since they already have the delivery system (cable modem, cable to the premises, etc) present. Dish/DIRECTV would have to have receivers, dishes and satellites to support this and if trying to compete on a few dollars would not be viable.