I would let NCSoft support know about this also, because it seems to be a somewhat common issue. I would say the information got fragmented and/or corrupted during the lag period you experienced, corrupting your Gw.dat file.
Once it repaired itself to an earlier backed up version, your armor and weapons had to reload themselves again from the server. Nothing really strange about that, sort of like a fresh install. I don't think it was the cause of an update packet, but who really knows what exactly is being updated (besides arenanet/ncsoft)?
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