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AT&T (T), facing an uproar over its throttling of download speeds to heavy data users,...

AT&T (T), facing an uproar over its throttling of download speeds to heavy data users, defends itself by arguing its data traffic doubled in 2011. This was actually less than the 172% growth estimated by Cisco for overall U.S. traffic. The torrid growth seen in mobile data usage stands to boost demand for infrastructure gear from PKT, ALLT, JNPR, and others, though carriers have been effective at limiting capex increases thus far.
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