I'm probably a bit of a broken record, but I just don't understand the strategy here. HTC has bet the company on this phone. If it isn't a major success, they're probably done. It's basically Palm with the Pre. So if that's the case, why close yourself off to people who are willing to take a chance on you? I say this as someone who had an EVO Shift and kept it for less than a year, because it was a complete disaster of a phone. Even with that experience in my head, I was willing to look at the One, because it has features (Zoe in particular) and build quality that I find really intriguing. But you simply can't take advantage of Zoes in the way that I'd want to, and have all the music and apps I want, with the 32 gig version of this phone.
HTC has got to get as many people as possible using the One. They've got to get people out in public showing it off and telling their friends about it. They simply don't have the advertising $ to play with Samsung and Apple, so it's critical that they generate a huge amount of goodwill from the public to make up for these financial deficiencies. They're blowing it. It's looking at the short term, up front bottom line $ instead of what's good for the long term health of the company. Whatever money they get from AT&T won't buy them the positive PR and loyalty they'd get from people on other carriers using these phones. I just think it's an example of why in a few years they probably won't be here. It's sad.