I think it's all the people with 3GS's plus new customers jumping on to the iphone and more carriers. Numbers seem to support that. I was on a dumbphone contra

I think it's all the people with 3GS's plus new customers jumping on to the iphone and more carriers. Numbers seem to support that. I was on a dumbphone contract on verizon and waited on the iphone 4 until the 4s was released. Personally I wanted an iphone and would have bought on any form factor they released