"He pointed to AT&T’s Glen Lurie, who’s managing that company’s machine-to-machine business as a decision by a carrier to become a bit pipe. Delivering data to various end devices that a carrier doesn’t control can drive high margins and lots of revenue. For example, providing connectivity for an e-reader broadens AT&T’s subscriptions, but because the device can’t roam on the broader Internet, it doesn’t consume huge chunks of data."