John Gruber: “Verizon wants the iPhone. Itâ€™s a popular and profitable phone; iPhone users pay high monthly service fees. AT&Tâ€™s current iPhone exclusivity is its biggest, maybe even only, advantage against Verizon. AT&Tâ€™s plans arenâ€™t cheaper, and their service quality is infamously worse. If Verizon had the iPhone, surely many current AT&T customers would switch. And, some number of existing Verizon customers who would have switched to AT&T just to get the iPhone would instead stay with Verizon. Simply put, a Verizon iPhone would be terrible for AT&T. Thatâ€™s reason enough for Verizon to want it.”
I think the iPhone would be gigantor on Verizon. Not only would some people switch, but existing Verizon customers would buy like crazy.