Originally Posted by nht;
Verizon would represent a nice uptick for Apple but honestly most of the rest of the world (like China) simply can afford the iPhone.
I'm assuming you meant to say "can't" afford the iPhone. In which case you are dead, dead wrong. The iPhone4 and iPad has hardly launched beyond 10 or so countries. The international demand is massive. China can't afford the iPhone? Sure not all 1 billion of them, but even a fraction of the new middle/upper class is a huge market.
Korea and Taiwan did over 100,000 pre-orders recently. They had to stop because they wouldn't be able to get more stock from Apple for the initial launch.
Asia, South America, Middle East... If you thought iPhone 3GS was selling well here just wait until iPhone4 is released fully in at least 70 countries on those multiple carriers. Just wait until iPad reaches the same distribution coverage as Macs do now, and wider coverage through telcos.
Anyone that thinks "demand is dying down, iOS growth is unsustainable, Verizon will be Apple's next best hope" has no clue what is going on outside the US.
Right now the fact is Apple is simply trying to make as many iPhone4 and iPads as possible. They are ramping to 4 million iPhone4 and 3 million iPads per month. That's going to be, assuming also about 3 million iPod touch per month, over 100 million iOS devices in 2011. Sure, Android may do 200 million devices in 2011. But the cream of the profits and demand of iOS devices is still huge over the coming holiday season, and not least in 2011.
Even in the US alone, how can iPhone4 be "near saturation" when ship times still show 3 weeks for the Apple US online store?