This is about third-hand but this is how I understand it:
AT&T is trying to flex their muscles on bandwidth, and so WoW traffic is being shunted onto less of the internet backbone than it needs.
I don't know if this affects other things, or what exactly their goal is, but AFAIK the most major time someone did this half the internet went down for a few days. Essentially all the companies have agreements along the lines of "we can use all your cable for our traffic, and return you can use all our cable for your traffic" and someone stepped out of the deal to negotiate a better one. I don't know if that's what's going on here, but it could be Blizzard, Comcast and Verizon going up against AT&T to fix the problem.
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Beohrn -- 85 druid
Brandmanen -- 85 Hunter
"Skill is a measure of how fast a player can turn experience into competence." -- Anedris, EJ forums
"The warrior acts, the fool reacts"
Please pardon the ego, it keeps getting stuck in doorways. I'm working on it.