Verizon will be selling an iPhone in the 2011 January. Here's why: "Smartphones like iPhone are built from a collection of components, sourced individually from suppliers—e.g. iPhone 4's cellular baseband comes from Infineon and its GPS chipset from Broadcom. Component purchases and manufacturing starts don't typically reveal strong links to individual handset OEMs. But in some cases components have a DNA which's traceable through the supply chain. For e.g., iPad rumors became much more concrete when we knew Apple was procuring large LCD screens. For typical refreshes of GSM-based iPhones, suppliers and component product families remain fairly consistent between models. But a Verizon compatible iPhone would be CDMA-based, which would make its DNA distinct from other iPhones and traceable through supply chain."
Sources with knowledge of this entire situation have assured 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)."