3 million Verizon iPhones are being built in December for launch early in 2011, according to Susquehanna Financial Group analyst Jeffrey Fidacaro. Now I'll preface this by saying I won't believe any more Verizon iPhone stories until I see one in Steve Jobs hand, but the amount of noise around this potential product launch is only growing.
Given Apple's ability to control the iPhone and prevent carriers from installing bloatware, their own app stores, replacing search engines, etc. -- i.e. exactly what Verizon and others have done to Android in recent months, it's easy to think a deal still won't get made. Now that Google has essential destroyed Apple's efforts to disintermediate the carriers and handed them a powerful, modern, completely mutilate-able OS on a silver platter, would Verizon even want Apple's iPhone?
There's a lot of money to be had by both parties, however, and that sometimes makes for even stranger bedfellows than politics.
Fidacaro also said Apple is building 7 million iPads this quarter, with 4.75 million of those expected to be sold and the rest used to fill the supply chain and prevent the type of constrictions we saw following its debut earlier in the year.
What do you think, any actual analytics behind this analyst predictions or just more sound and fury?