When I interned at AT&T a few years ago, I asked a manager I respected whether they were worried about Google Fiber coming in and eating their lunch. "No", he said. "We'll sue them for every mile of fiber they lay down". I can understand why they would make that play. It's kind of the only play they have. AT&T and Verizon innovate enough to remain...okay...but they're not exactly Google. The only way they would win i…
They've got a significant advantage over Google here. Where they run DSL, they've got a customer base, and an installer base. They already have rights to the poles. They've already got contacts in the municipalities to add their new equipment boxes. They worked out how to order the fiber spools with connectors placed for the splitters at each pole. It's just a matter of buying and placing the equipment, upgrading their existing customers, and then winning customers from cable.
For customers with underground copper wiring, it's a tougher sell. And there are clearly parts of the AT&T network that AT&T doesn't care to service; places that never got ADSL2 or VDSL (aka U-Verse) likely have pretty low customer numbers these days, and it seems like they'd probably not get upgraded either.