An interesting theory. I've been wondering how VZW is going to handle the HTC Incredible/Nexus for VZW competition. Obviously, if GOOG keeps its phone purchases online-only, then the Nexus for VZW will not do very well (see
this article), which will lead to the Incredible being bought by more customers because you can fondle it in the stores.
The only reason this might change is if two things happen: GOOG needs to make the Nexus for VZW actually a Nexus Two, with vastly upgraded features and tech specs; GOOG sells the Nexus for VZW in brick-and-mortar. Without those two things, the Incredible will continue to out pace GOOG, by far.
(This is a sucky risk for those of us who just preordered our Incredibles.)