Verizon Long Term Viability
I am NOT sure Apple would like to sell to VZ at the moment. I would put money down that they will loose the kickback from AT&T every month as part of the *exclusive* agreement. I wonder when there finally is competition among vendors for the iPhone, if Apple will have the same revenue.
In the US, say they eventually hook VZ, but loose the juice from AT&T. They would say, double sales, but loose the kickback. I wonder what is the greater revenue source on the iPhone, the per-unit profit or the monthly kickbacks.
Now, these latest developments from VZ convince me just how scared VZ actually is. Just the near Global acceptance of GSM should be writing on the wall that CDMA (the Betamax of wireless technology) is limiting their business opportunities. Consider Apple's shift from proprietary to popular standards based a good example of what VZ ought to do. The timing of VZs announcement, relative to the Amazon device and the Google development environment, seems like a "me too" reply.
VZ seems pretty stagnant technologically to me. Most of their developement effort is in taking vendors phones and retarding the features to look like every other phone they offer. Remember when they disabled downloading photos from camera phones. You had to pay $0.40 per photo you emailed yourself. Their mentality is to gouge their customers until the competition starts taking them away, then backpedal or "me too" them.
Now, I am not in love with AT&T either. Would rather the Internet and wireless communication be free, in the same way the roads are. Everyone depends on communications like our roads. You don't pay a toll to walk out your door and get on the highway to get to work, do you? Why should you have to pay a toll to Comcast, AT&T, VZ, etc to get compulsory government services, or to get to work. I think John Lennon would have wrote "Imagine there's no cellular fees, no ISPs, it's easy if you try!" if he were around today.