Brett Sappington, director of Research for Parks Associates, said in a research note that AT&T's move makes sense as it reflects the fact that users are leveraging their broadband connection to not only send and receive e-mails, but increasingly to view bandwidth hungry streaming video content on You Tube and Netflix (NASDAQ: NFLX).

From the article "AT&T To Offer Unlimited U-verse Data Usage Option, Increases Caps On Other Tiers" by Sean Buckley.

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