AT&T (NYSE: T) sounded defensive about the speed of its network during a presentation to Wall Street analysts this morning. Currently, AT&T offers DSL-like speeds where it has HSDPA deployed, but AT&T’s Mobility CEO Ralph de la Vega said at a Morgan Stanley event today that by next year, it will start delivering speeds up to 20 mbps, and by 2010, they will surge to an impressive 100 mbps. Without saying it, I’m sure AT&T wanted us to point out that it will have a much faster network than the one being proposed by the high-profile Sprint (NYSE: S) Nextel and Clearwire joint venture that dominated the headlines last week. The yet-to-be approved Clearwire-Sprint JV, backed by Intel (NSDQ: INTC), Google (NSDQ: GOOG) and a handful of cable operators, expects to deliver around 6 mbps to 140 million people by the end of 2010.
De la Vega’s comments were likely a reaction to Clearwire and Sprint’s claims that they will be the first to roll out 4G in the U.S., and will be two years ahead of the competition. AT&T, Verizon (NYSE: VZ) and T-Mobile have all chosen to use LTE, a technology that hasn’t even been standardized yet. But AT&T is essentially arguing that it doesn’t matter—through simple software upgrades, it can have much faster speeds than Clearwire (NSDQ: CLWR). “It’s clear to us, we are in the early stages of the wireless data revolution, and there are significant opportunities ahead as we ramp up,” de la Vega said. “Through interim steps, we can deliver more speeds everyday. It’s a promising time for the business, and we have a strong record of executing, and we have a strong spectrum position that gives us a great foundation for delivering…We are in a new age—as I call it, a great age—of wireless. It is just ahead of us and we are positioned to lead.”
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