Postmanfw try doing a tracert on your friends PC, are they on the same UBR as you ? If they are it sounds like a localised issue to your connection (Read from the Cab in the street to your PC be it the cables themselves or your PC/Modem/Router etc). Tech support can shadow the modem for you if a tech visit doesn't find a fault but you are best off getting it logged. You may also be better off asking them to switch your channel (depending on what is/isn't available in your area).
Jake ... (*edit*in a homer simpson esque voice*edit*) You want the truth ? You want the truth ?! YOU CAN'T HANDLE THE TRUTH! It was JFK on the grassy knoll, he used a Motorola SB5100, this explains the magical bullet path, the head shot was the modem hitting and the psu/cat5 cable did the rest (Lister convinced him to use one rather than a magic bullet). So If you want to point to the shooter on the grassy knoll then feel free but ....
a) i've seen the red dwarf episode so you can't lie to me ...
b) I've seen the Simpson's episode and it was Maggie so someone isn't telling me the whole truth ?!
c) Just because NTL are *edit* accused *edit* of doing something doesn't dictate that TW are doing it, as i've said in the past they don't have that level of integration yet and won't for some time. It's perfectly logical that a maxed out UBR will hit it's capacity during peak times, sadly untill it's upgraded that will remain the case, sadly it's not a quick fix. As I said I don't know what NTL are saying/doing this week (I do everything I can to avoid them in general) but TW are not limiting connections, trust me if and when that changes i'll be the first one shouting very loudly about it!