Fortune reports on comments last Friday from Broadpoint AmTech analyst Brian Marshall that have been receiving a fair amount of attention today. The primary item of interest has been Marshall's claim that AT&T's exclusive agreement to distribute the iPhone in the U.S. will expire in June 2010, opening the door for other carriers to begin offering the device. Marshall's comments specifically point to Verizon as a carrier with which Apple would likely look to partner, with rumors of revised iPhone hardware capable of running on Verizon's network suggesting that a late 2010 launch could be possible. Full article & video here. --- I don't see why everyone and their brother believe so strongly that VZW is going to get the iPhone - and get it soon. For one thing, Apple hasn't shown any inclination in creating a CDMA variant of the iPhone. For another, consider VZW's current antagonistic stance toward the iPhone (and it's current domestic carrier) - there's the 'there's an app for that' ad battles, and the Droid "iDon't" campaign, both of which lead the consumer to believe that the iPhone is an inferior device - IMHO this would sour any change VZW would have of striking a favorable deal with Apple. There's also the App Store to consider. I'm not sure if VZW worked out a revenue sharing deal re: Android Market on the Droid, but I suspect Apple wouldn't make a similar deal. And finally, there's the 500lb. gorilla in the room - LTE. Knowing that LTE deployment is on the horizon, why would Apple have any interest in devoting time and resources into a CDMA version of the iPhone with LTE coming for both ATT & VZW? Seems to me it would make more sense for Apple to stay exclusive with ATT until both carriers are ready to switch on their LTE networks, THEN break exclusivity. But that's just my opinion...I could be wrong.