An interesting article on MSNBC today (see link below) makes an interesting case that it doesn't really matter when/if the iPhone ever makes it to Verizon, or, presumably, any other carrier. The basic argument is that Android has taken off and will continue it's climb, while iPhone will begin to stall and then repeat Apple's historical performance in personal computers, meaning a closed and controlled system will hurt adoption compared to an open one like Windows.
My first thought was that the author was relying too heavily on the assumption that an Android phone is equal to an iPhone in consumers' minds, and I think he may, but he also has some pretty compelling studies and arguments to back up his position. Anecdotally I have read that quite a few Android users still hold up the iPhone as the yardstick to compare their phone to, but that doesn't really answer whether consumers see them as substitutes.
It's an interesting read, check it out:
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