In a nutshell, yes, these new phones do support Verizon's network at the hardware level. However, it's clear that CDMA support has been disabled via firmware.
Now the big question is, who's to blame here? Did Microsoft intentionally choose to ignore other carriers and go with AT&T exclusivity? Or did Verizon reject the phone and refuse to carry it?
Now I don't know if it'll make a difference, but perhaps a petition is in order? After all, Microsoft claims they're going to start listening to their customers more when it comes to their products.
Try this?
I'll take a shot at this, again...
It's about CONTROL, period, end of story. The biggest problem is who is in control of sending out the updates to the phone in a timely fashion. Microsoft (and Nokia back in the day) did an excellent job of send down updates to all the carriers in a timely fashion. But then the carriers sat on the updates, and sat, and sat, pushing them out when they felt like it.
Microsoft stated that they will work with carriers that best supported their previous phones, i.e. pushed out the updates in a timely manor. Sadly about the only US carrier that did that was AT&T (which still didn't do a good job, IMHO). It wasn't Verizon. It wasn't T-Mobile. It wasn't Sprint. So AT&T got the 'bid' for the new Lumia's. Most likely Microsoft put something in the contract with AT&T emphasizing that updates must be pushed out in a timely manor.
Which leaves us with Verizon, T-Mobile, Sprint, etc. In reality none of them really gave a s*%t about previous Windows phones. You just have to look at the trail of the dead, EOL, carrier branded Windows Phones on each carrier. There's quite a few of them (P.S. It isn't just Windows Phones, Android phones has a longer trail of abandoned phones on every carrier). The issue always came down to who did most us blamed? The carrier, or MS/Nokia? Sadly, the majority went after MS/Nokia, who really wasn't at fault.
Now the question about the chipset supporting CDMA. Yep, it's there. But to enable it, MS has to go through FCC testing, WITH Verizon's help to turn on CDMA. CDMA is still a closed band in the USA. MS knows that Verizon won't really support the phones properly, because Verizon will only allow a phone that they can control. So why bother going through the FCC certification with Verizon? It's just easier to turn off that part of the chip and go on from there.
The reality is that the ball is in Verizon's court. Either they start playing "nice" or they get nothing.
P.P.S.
Another recommendation. DON'T buy the AT&T branded 950/XL. Just go get the unbranded, unlocked version from Microsoft directly. You should be able to get the future updates directly from MS, without having to sign up for any insider program.