Yup
I can see this happening. Steve Jobs doesn't really lie if people read his full statements. Roughly speaking regarding the netbook, he said no, Apple won't release a netbook because at that price point it wouldn't be Apple quality. That doesn't mean that he wont still sell at that price point, just make up the difference with AT&T.
I'd love to see 3G netbooks and even a MacBook Pro. I'm tired of working only where wireless networks are. This would really open things up and if it was fast enough, I'd drop my cable modem and break even.
I don't like AT&T. Their signals are weak and of poor quality. However, they sure do pay well to Apple so I'd imagine they stick together with Apple saying, "Look over here, don't look at the AT&T thingy over there." In AT&T's defense, I do think they are continuing to build on their networks. Maybe they'll improve.