I'd argue Apple is already behind on several fronts, specifically notifications and multitasking to name a couple, so they'd better get moving with moving forward. Getting on Verizon is likely to bring a huge spike in sales for them, but my guess is that there'll be a big corresponding drop in AT&T phone sales if not customers. Apple is also starting to lose the hardware game, IMO. In summary - I've played with ios4 and the iPhone4, no thanks. If Honeycomb makes my phone even better than it's just an even bigger win that I dumped the iPhone when I did.