Yep, AT&T is one of if not the largest ISPs in not just the US, but globally in terms of install base and how much money they rake in. They're a major player across the country, and a lot of rural folks have them as their only reliable option for a terrestrial ISP unless they happen to have a good competitor nearby. Not exactly a good idea for SE or NTT to anger their install base.
Even though having no ETAs and a lot of NDAs to abide by stings, at least NTT knows what's at stake. The waiting's the hard part.


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