It's probably not a surprise, then, that about 60% of iPhone buyers are also new to O2, which, in my estimation, means that people who switched for the iPhone also switched from a non-data cellphone, and are making up for the difference. We talked on the Talkcast a little while ago about how the iPhone isn't necessarily stealing the "business smartphone" audience away from brands like Blackberry-- it's actually attracting new smartphone users completely. And there are a lot of them-- O2 is looking to sell 200,000 iPhones in Britain by the end of January, and they say that despite Apple's cut of the profits, they're making money on every one.
Finally, we get almost-but-not-quite-final confirmation that the 3G iPhone is due next year, and that O2 will very likely carry it. Which isn't really a surprise-- seems like things are going pretty well for O2 and Apple in GB, and so it's hard to see either one of them breaking up a good thing.