A report from UBS Securities analyst John Hodulik makes some surprising predictions about how AT&T will fare once its exclusivity on Apple's iPhone ends, Barron's is reporting. Hodulik has raised his estimate on AT&T for 2011 (maintaining a "Buy" rating) and lowered his Verizon estimate ("Neutral") for the same period, despite his belief -- which is unverifiable -- that Verizon will finally gain the ability to sell iPhones in the first quarter of 2011.