Can anyone find that quote or story? I'm drawing a blank, but it seemed to be one of the stupidest things I'd read in a while at that point.
My guess is that people have been using so much 3G data that AT&T realizes they'll be in a horrible situation as the iPad adoption grows - could be 4-5 million 3G devices with long battery life basically in an 'always on' state, using up far more bandwidth than anyone predicted.
That said, I just can not figure out why people can't seem to predict this. Most active users (the early adopters) can easily use 5-10 gig on a ipad as part of their 'always on' lifestyle. This isn't rocket science.