That reflects my thinking: if Android is too much of a threat to remain on a single carrier, Apple will switch. I'll further speculate that Apple's disadvantage is beginning and will only get worse year by year. Unlike with the Mac, Apple wants not just profits but marketshare. They want to define the direction of the new generation of phones and be able to push the carriers to do their bidding. That requires marketshare. With Android succeeding, Android will continue to succeed. And with Android on every carrier, if it succeeds through Verizon's efforts, it will benefit from that on all carriers, as it gains more traction and marketshare. And it can grow in absolute numbers 2:1 to Apple so long as Apple is AT&T exclusive. And that means Apple can only begin to lose marketshare and risk losing influence the longer they are constrained to AT&T. And their walled garden and iron-fisted control only works as long as they are so valuable to developers that dev's tolerate it. As Android gets marketshare, developers may find that open, if weedy, garden more attractive. And if the apps go. so do the users. Apple can maintain a solid userbase, and be quite profitable -- as with Macs. But they'll be increasingly marginalized and no longer drive the market. And if they're marginalized too much AT&T will begin to dictate to Apple the terms of the hardware, the revenue sharing, etc. So Apple is potentially at the cusp of their decline, and they need to get to other carriers as soon as possible. Now, Apple's best-defense-is-a-good-offense move was first the iPad and now the iPad. Expanding the Touch OS beyond cellphone devices expands the opportunities for marketshare for this overall system, increasing opportunities for developers to work with the system, and reduces their reliance on the whims of AT&T and Verizon. So, when does Apple go to Verizon? * Before Android exceeds RIM's marketshare * When they see growth from AT&T decline or cease * When people start leaving AT&T to return to Verizon because Android phones are good enough. Ultimately, I don't if we want a dominant Apple. But clearly we want a strong Apple to innovate the lead the design for the entire industry.