I'm not sure where everyone got the 570 million CDMA subscribers in China from. That might be total number of subscribers in the country but recent reports state that China Telecom which recently acquired the CDMA network from China Unicom consolidating pretty much all of the Chinese CDMA network under one roof plans to have the worlds largest CDMA network by the end of 2010. As of right now Verizon still has the largest CDMA network in the world. As of Q1, after the acquisition of China Unicom's CDMA assets, China Telecom had a CDMA subscriber base of 65million. Which is still dwarfed by Verizon's 80M+ That will change by the end of the year of course. Give the 5x population size of China vs US and all... :P
Also, don't forget Sprint and Verizon's networks are cross compatible (excluding Sprint's limited WiMax of course) so Sprint + Verizon = 130 million subscribers. Still way more than China Telecom will have by the end of the year.
Americans also have a much larger appetite for data and smartphones versus Chinese. Plus our traffic isn't filtered and censored :P
Personally I think the Verizon CEO chatter was probably more for Google's benefit as well as Apple's. Even though polls have shown AT&T won't experience an exodus if there's a Verizon iPhone, what will happen if Verizon iPhone rumors are confirmed, especially with iPhone 4 reception reputation, is people will wait. Especially since there's so much chatter about Early 2011 being the release date. People who are considering either an iPhone 4 on AT&T now or a Droid X etc on Verizon now would wait, canabilizing both company's sales for the rest of the year. Sure it'd hurt Apple less, they'd pick up the sales after the VZW iPhone is released and then some but this is America where now is more important than later and if anything locking a subscriber into an AT&T iPhone means they might buy another on Verizon later. Win-win for Apple.
The bottomline is, for me anyway, there's been a ridiculous amount of these rumors year after year as such I'll believe it when I see it. But I will admit there's a whole lot more chatter as I mentioned about it this time around.
I don't know why people keep talking about the damn chipset. The Qualcomm chipset rumor has pretty much been verified, especially since Qualcomm has iPhone job postings on its website now. Even with the LTE talk from the VZW CEO it doesn't change a thing. Qualcomm already has a chipset that's compatible with GSM/CDMA AND LTE networks. Apple has already shown it goes out and gets cutting edge tech all the time and pushes the envelope so the talk that the chipsets are too new or will only turn up in data devices next year I think are bogus. The talk that Verizon's network not being able to currently handle simul-voice and data are also irrelevant. No simul-voice/data hasn't stopped Android one bit.
You know what the overwhelming reason why the Verizon iPhone rumors are most likely true is? Steve Jobs wants to crush Google. Android's phenomenal success is owed in part to the AT&T Apple exclusivity agreement. Jobs' is on record saying the animosity with Google stems from "they chose to compete with us" which refers directly to Android. Android's success will take a big hit if there's a Verizon iPhone and even more so if there's one on Sprint and T-Mobile as well. Remember, Jobs has been in this EXACT SAME POSITION once before, 20 years ago. Only it was Bill Gates pulling the wool over his eyes saying they weren't going to compete and they could co-exist etc blah blah instead of Eric Schmidt. Jobs is smarter this time around though, and while he's pissed off he's not taking it personally like he did last time.
If the rumors are true, Renewing the AT&T exclusivity last year was a blunder by Jobs. Further exacerbated by keeping iPad on AT&T. It gave Android a big hole the size of the Titanic for them to exploit and fill which they have. Apple has a chance to course correct if they choose. If the rumors are false or the CDMA iPhones are for China and not the US then it'll be a terrible terrible blunder and settle in for the OS Wars part Deux with Google playing Microsoft. If the rumors are true then hopefully, for Apple's sake, it'll be like the iPod. A little late to the game but not too late and they can go on to success.
Bottomline though, I'll believe it when I see it. (And if I don't see, time to start shorting Apple cause it'll never make 400 like some analyst predict)