the best phone ever is about to be on the best network. why would anyone think this stock is going down. if it does tomorrow, buy more. that phone alone will bring so many people over from att and resign new ones. people have been waiting years for this. now its time to cash in. the i-phone has kept att afloat by itself. will only boost vz.
The iPhone may boost Verizon a little, but I wouldn't expect too much. Apple already missed their window of opportunity, they should have released to all carriers 18 months ago. AT&T has had it so long that Android has come in and taken a lot of their thunder with some great devices. So IMO, about 80%-90% of people who purchase the iPhone4 on Verizon will be existing customers. I don't see a huge number of customers coming over from AT&T for a phone that has been out for 6 months already, which is an eternity in a smartphones life cycle. Also, Verizon changed their upgrade policy so you must wait 20 months before you can upgrade. They have raised their ETF from $175 to $325 as well. So any Verizon iPhone4 customers will not be able to upgrade their phone until iPhone6 comes out in last half of 2012.