People moved to AT&T to get the iPhone, but a lot of them think the experience is subpar, and will prefer not to renew their contracts as things stand.
I expect there's a decent chunk of holdouts who'll have a good appetite for the VZW iPhone immediately, and there'll also be a steady stream of people switching from AT&T to Verizon as their contracts expire.
But kenjackson is looking at it from Apple's perspective. Sure a number of people may switch to Verizon from at&t but if they already had iPhone's Apple doesn't see any increase.
I expect there's a decent chunk of holdouts who'll have a good appetite for the VZW iPhone immediately, and there'll also be a steady stream of people switching from AT&T to Verizon as their contracts expire.