I agree lots are waiting for the iPhone5, but I'm not so sure one will be releasing! I don't see a reason for apple to release an updated phone because of it's superiority in the current landscape. The longer they wait, the larger their tech margins. People may be waiting and expecting a new version because of the past, but this may be the time for apple to shatter the schedule to stop people from behaving this way.
However, the iPad I could see getting an update because of it's early life and a nice update would further the gap delivering a crushing blow.
People are waiting, or they are not; whether or not the 2 types of phones hit at the same time is not relevant to what people are doing. He said he knows a lot of people are waiting, so it clearly DOESN'T depend on that assumption.
If Apple were going the staggered release concept, they would have been wise to let the public know (so they don't wait a few months for a phone that doesn't appear, then decide to get an Android instead).
The phone 4 for Verizon uses a dual-mode chipset (same as the druid pro) - they just haven't added a SIM slot to it. The smart money is on the next iPhone supporting both (it will have to anyways in order to support LTE data).
If the CDMA phone isn't selling well, there would be no reason to hold the CDMA iPhone back.
i don't have the source in front of me at the moment - it was on HN a week or so back - but there were parts orders in china that indicate apple is planning to launch a dual band CDMA/GSM version of iPhone 5...
