Verizon had a guidance call yesterday where they admitted that sales of the new 3G iPhone had "minimally short-term impact" and that the effect was "disproportionally less" than one would expect than the share to share margin would predict. Unfortunately, in the name of transparency, Verizon did not disclose any precise numbers. The Verizon people also did a knock on AT&T saying that they did not have to rely on a single product. (As if that were true.)
AT&T is continuing to roll out their 3G (although as we found in upstate New York they need to do more). From what Verizon released it sound like Steve Ballmer was advising them about transparency.
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