Analysts from Morgan Stanley and Bernstein Research believe that Apple could more than double its market share in smartphones by moving to other carriers. There must be plenty of people who didn't want to switch to AT&T just to use the iPhone. Citing a 136% increase when Orange lost exclusivity in France, the analysts seem to be right on this one. Not mentioned in the article is the likely price drop that would accompany the increased competition. Not only would consumers be able to get the iPhone on different carriers, but they would also be able to get the iPhone at a lower price.