I know we've heard the numerous rumors that AT&T's exclusivity agreement and whether or not another carrier will get the iPhone. After reading the latest rumor from the China/Taiwanese manufacturer that says it will be producing a CDMA version of the iPhone and the recent events that have transpired over the last month or so regarding AT&T - it dawned on me. AT&T has brilliantly timed the end of their exclusivity agreement. 1. Offer early upgrades to loyal AT&T customers - appears to be the nice thing to do...so they can get the hot new iPhone 4. In reality, it locks the consumer into a new 2-year agreement. 2. Raise the ETF. Not consider a deal breaker when you feel AT&T is the only carrier that will have your beloved phone. However, increasing the ETF will ultimately deter current customers from leaving and switching carriers. 3. Tier the pricing of the data plans to allow a lower point of entry for those interested in getting an iPhone. It also helps make them more competitively priced when it comes to offer data. While I would love to think AT&T is just trying to take care of the customers - it all boils down to business. Given the above I believe we will see another carrier <cough cough Verizon> in the next few months. This will be a good thing for us loyal Apple fans - competition is always good for the customer and in the long term will hopefully free up some of AT&T taxed data/voice network. Just my $.02!