Copy and paste from my response on XDA:
1. Verizon knows what they are doing, before they signed the contract.
2. If Samsung changes the rules mid contract, Verizon is likely to sue them, and Samsung knows this.
3. Were it true, then there would not be new builds being leaked all the time for the other big carriers, and there would not be new Verizon builds (that have not leaked). Yes, all these builds are marked with compile dates. Samsung is not going to tie up their resources on something that is not going to happen due to carriers refusing. They would simply halt all work until a settlement was made.
4. Neither Samsung, nor Verizon would sell docks requiring 2.2 to work properly, if they had not already had a plan to release it in the future.
5. I take the word of an actual Samsung employee who said it was bull****, over an internet rumor.
(new!)
6. Samsung would have taken legal action by now, subpoena'ed XDA, and forced them to hand over the whistle blower's IP address, and made them pull it off the forums. None of which has happened.