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The source is cited by The New York Times, adding further credibility to a rumor that began (at least in its current form) with a Wall Street Journal report earlier this week.
Two months ago, TechCrunch contributor Steve Cheney wrote that the chipsets necessary for a Verizon-connected iPhone will arrive this December, just in time for a January launch. Even earlier this year, Bloomberg also reported on a January launch window.
Analysts predicted that a rumored five-year exclusivity deal between Apple and AT&T, and Verizon's gradual shift to 4G technology would hold off a Verizon iPhone until 2012, but that iPhone sales could double when the handset becomes available on more networks.