No surprise that AT&T is weaseling as much as possible regarding network infrastructure expenditures and so forth, but what if it’s even worse? What if AT&T really is making all the infrastructure improvements they say, but those improvements simply aren’t “turned on” yet?
The “whatever Apple is going to announce” is going to add a non-trivial data load to any network its on. It is (speculatively) almost assuredly going to be part of the iPhone ecosystem, not the Mac OS X ecosystem, which means that all the data use you see in the iPhone world is highly likely (as in imminent, unlike the apparent British use of ‘highly likely’) to spill over. More devices, more data usage.
However, I wouldn’t put it past a company with the Death Star as a logo to build out for the future while letting the present suffer.