AT&T seems to see the same writing on the wall as Marshall. Last week, AT&T Mobility CEO Ralph de la Vega hinted that his company expects its rumored three-year exclusive deal with Apple will end next year.
"iPhone sales won't go away at AT&T, but the majority will be sold by Verizon," argued Marshall, if Apple does bring Verizon into the fold.
Other analysts, however, have countered that Verizon's move into handsets powered by Google's Android mobile operating system makes it less likely it will forge a deal with Apple and the iPhone.
For its part, Verizon remains puzzled why Apple went with AT&T in the first place. On Monday, Verizon CEO Ivan Seidenberg told analysts that Apple "wasn't interested" in striking a deal with his company two years ago. "I have no thoughts on why they did what they did," he said.
When Apple launched the iPhone, most analysts credited AT&T's willingness to bow to Apple's demands over the iPhone, including those that prevented the carrier from selling music or add-on applications, both traditionally carrier money makers, as a deciding factor for its selection as Apple's iPhone partner.