Verizon's CDMA iPhone may be coming about because of a loss of favor for BlackBerry and likely Android, Kaufman Bros analyst Shaw Wu said in an investment note today. Sources told Wu that Verizon doesn't think the upcoming launch of BlackBerry 6 devices on its network will have a "material impact" on its sales, ruling it out as a savior. The researcher also believed that even Android was leading to a change of heart as its growth has lagged AT&T despite multiple high-profile devices from HTC and Motorola, giving Apple a larger bargaining chip.