I agree with a few points:

• Don’t listen to analysts, they are usually wrong when it comes to Apple.
• Apple and Verizon are going to meet.

Where I don’t agree is that it will be CDMA. I think it will be Verizon’s flagship LTE device, to launch a new 4g network. First my Gruber-style disclaimer:

I know nobody at Apple, this is pure speculation.

Let’s put this together. The rumor is Qualcomm will provide the chips for it. Correct. CDMA? Nope. I bet LTE, as Qualcomm is sampling chips as we speak. Apple does not play with old technology, so I think CDMA is off the table. So who will have a 30 market LTE network in 2010? Yup.

So, a 4G, truly next generation phone. If you read this press release here, and scroll down to the MDM9600 line, take a look at supported legacy standards:

“MDM9600™ chipset designed to support UMTS, HSPA+, EV-DO Rev. B, UMB and LTE”

Read this other Qualcomm press release. Dual carrier? You mean two carriers might get the iPhone, one with a clear performance advantage if they do have an LTE network? That is what I think.

The rest of the world is on a multiple carrier deal with Apple, I think it is North America’s turn. This chipset will work on AT&T and Verizon. I believe that is what the iPhone 4G will be. A LTE phone that can play on both networks.