I’m also surprised that we haven’t heard more “iPhone on Verizon” numbers, and assume it’s because the numbers aren’t impressive enough yet. I agree that we will see a significant, gradual shift from Android to iPhone among Verizon customers but Android has reached the “good enough” point where people (myself included) don’t feel the need to run out and replace their Android handsets with iPhones. I’m sure that the iPhone 5 release will generate a big spike, and I wouldn’t be surprised if it is much bigger on Verizon than AT&T.