Sources with knowledge of this entire situation have assured me that Apple has submitted orders for millions of units of Qualcomm CDMA chipsets for a Verizon iPhone run due in December. This production run would likely be for a January launch, and I’d bet the phone is nearly 100% consistent with the current iPhone 4 (with a fixed internal insulator on the antenna).
Normally, I would take reports like this cum grano salis, but it just so happens that AT&T’s SEC filings strongly suggest that they will be losing their iPhone exclusivity sooner than expected. Apple may also be trying to get into the 4g LTE market before the “we-were-first!” window closes.
I have a feeling that this time it’s more than just a rumor.