It is most definitely in Verizon’s and AT&T’s best interests if a third or fourth ecosystem of smartphones emerges so that they can reduce the amount subsidies they provide for Apple and Android phones. ¬†Apple really has taken all of the power in their relationship with the mobile carriers and it has provided a tremendous boost to their gross margins. ¬†Over the long term I believe that this is not sustainable and I’m confident that more competition will emerge.

http://www.bloomberg.com/news/2012-04-24/apple-s-dominance-has-carriers-cheering-for-nokia-windows-phone.html

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