Marco Arment after analyzing the sales data for Instapaper:

I’ve been assuming that the Verizon iPhone launch was going to be a massive boom, and it looks like it’s been fairly average so far. But now I have a different theory: that the Verizon iPhone demand is from more casual buyers, by definition, and will therefore be spread gradually over the next 18 months.

An interesting analysis of the sales data for Instapaper.