Apple 2.0

Covering the business that Steve Jobs built

Verizon iPhone for Christmas? Really?

May 28, 2010: 12:24 PM ET

This is one Apple rumor that refuses to lay down and die

Despite all the reasons against it -- see my CNNMoney colleague David Goldman's Don't Count on a Verizon iPhone for an enumeration -- there is a minority of Apple (AAPL) watchers who believe AT&T's (T) cozy run as the iPhone's exclusive U.S. carrier will expire before the end of this year.

One of them is Rodman & Renshaw's Ashok Kumar. "Verizon launch on track for the holidays," he proclaims in a note to clients issued Friday.

"With FCC certification behind," he writes, "the primary gating factor remains the terms of engagement with Verizon (VZ). Supply chain checks indicate that Apple will launch the product in time for the holidays."

FCC certification for a CDMA iPhone? That's the first we've heard, and nothing resembling it showed up in the FCC public database.

Be that as it may, Apple is becoming increasingly carrier agnostic, as Kumar suggests, which is helping drive unit sales. His supply chain sources suggest that iPhone quarterly production volumes could approach 15 million units in September and, if he's right about the Verizon deal, reach 17 million by the end of December.

In other Apple news, Kumar says the iPad's production problems are behind it and that the tablet computer Intel (INTC) is building for Nokia (NOK) is either "a bridge too far" or "too little too late" -- take your pick.

See also:

[Follow Philip Elmer-DeWitt on Twitter @philiped]

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About This Author
Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for Fortune.com.

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