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.