I'm not so sure the speculation about people preferring Apple over Android is that far off topic - after all, it sort of explains the reason Verizon isn't so eager to release this device. It's just not a game changer for them - it won't bring them new subscribers like the iPhone will and I'm guessing demand for it is quite low.
I really do think that HTC and Motorola will start shifting their Android attention to AT&T...
I think you are right that we will be seeing better Android phones from Moto & HTC on AT&T. That fact alone will somewhat equalized iOS vs Android and put them on more even footing as far both having nice devices on both carriers.