Well, perhaps I didn't explain it well enough. This line from the blue-post Re: 4.0.1 known issues list (just posted here) sums it up nicely:
Yes, the pre-patch files are in ./Updates, as I described. The 1.4GB patch that the new downloader is not in ./Updates.
- No standalone patch allowing players with restricted internet connections to bypass the use of the Blizzard Downloader
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