They know they have yet to lockup an extension with Apple after the June/July 2010 deadline. The fear is Apple will consider a contract with Verizon opening a shift in all the progress AT&T made while holding the exclusivity contract with them. AT&T has had a tremendous increase in new customers because of it. With a new iPhone model coming out about the same time next year, AT&T stands to lose a significant amount of users based on the fact that many iPhone 3G owners did not upgrade to GS this year, and should be ready to purchase the next generation during that time. But will they stay on a suspected network that clearly shows they are indifferent in keeping up, and improving their product?
I'm sure a survey would show: NO
If only they used that progress and money made to strengthen their network they might not be as afraid. I was a happy iPhone and 3G owner until I moved to San Francisco and found 3G to be useless and left. Part of my is naive thought, I sometimes think that they must be trying their absolute best and something keeps going wrong. Why wouldn't they want to have the best network?