I also suspect that there will be a noticeable impact on Q1 iPhone sales but, if this data is in fact credible at all, I would estimate the level of interest in

I also suspect that there will be a noticeable impact on Q1 iPhone sales but, if this data is in fact credible at all, I would estimate the level of interest in quickly switching to the iPhone is much closer to the 19% "very likely" than the 44% "somewhat or very likely." Speculating about (and unfairly generalizing) these respondents' previous decisions regarding phone purchases makes me think they are relatively "sticky" in their purchase decisions and will be unlikely to drop everything and get an iPhone on day 1. Consider that when these current Verizon subscribers/Android users/iPhone aspirers made their most recent smartphone purchase, the iPhone was already a mature product and they likely considered two options: 1. Stay with Verizon and get an Android phone. 2. Switch to AT&T and get an iPhone. Those who are now Verizon/Android consumers all demonstrated a preference for staying with their preferred network over adopting the iPhone, indicating a (relatively) weaker preference for the iPhone compared to similar customers who switched at that point to AT&T. Those who switched were more likely to have made a disruptive decision to terminate an existing contract early, whereas those staying with Verizon likely made a status quo choice to stay with their current provider. Opting to stay with Verizon and play the "wait-and-see" game on the iPhone, those claiming to be "somewhat likely" to switch to the iPhone have already considered making the switch once and chose not to. I find it unlikely that these consumers will be turning out in massive numbers on day 1 to get an iPhone. All of this is not intended to question that releasing the iPhone on Verizon does pose a challenge to Android. I simply believe that the massive flight to iPhones is not a fait accompli and will play out over the course of several months or a year, rather than on February 10. This suggests that the makers of Android devices have a short window in which to improve their competitive posture, in the form of more aggressive pricing or new products with better features, in the few months after the Verizon rollout.