I think that was his opinion of what's happening. I really doubt Apple is going to say they are catering to the people that ordered direct from them first. i read an article stating there was a percentage of phones shipped to each carrier based on their expected order load that was based on their current customer load with iPhones. I think we are all looking for a way to explain why we weren't first in line. I can't imagine being a rep at Verizon, Apple, or any of the other carriers right now and answering this question 100's of times.