I've been following this thread for some time - to the point where I feel compelled to contribute to the conversation and share my thoughts.
Firstly, I want to say that, anyway you slice it, this phone is DELAYED. I can buy the fact that Verizon never gave a formal release date. However, Google has given plenty of timeframes - from Eric Schmidt to Matias Duarte. Samsung has even used the phrase... "delayed to December" (assuming that you can believe that source).
At the end of the day, GOOGLE is the real stakeholder in all of this and these delays impact them more-so than Verizon.
Case and point... my wife just gave in and decided that she is going to get an iPhone on December 1. She literally spends thousands of dollars a year on music, entertainment, books and apps. She (like most consumers) isn't going to sit around and wait for some unicorn when an Apple product is staring her in the face, especially after seeing what a fiasco my decision to wait has been. She gave Google their chance with the Fascinate... hated it. If the Galaxy Nexus were available, she might have given them another chance. But it's not so she decided to move on. As of December 1, she'll be back on a contract for another two years and iTunes (and iCloud) will still be a major player in our household.
Every single day that goes by represents more lost opportunities for Google to attract people to their ecosystem. I've been limping along on a Pixi because my OG Droid died on me four months ago. I too spend a great deal of money on music, movies, apps, cloud services, etc. But without a Google phone, what benefit does Google mobile services have for me? Every purchase I make through iTunes is a purchase that I won't make through Google music.
I truly feel that ICS is Google's chance to attract the Apple camp into their ecosystem. Instead, I find myself suddenly interested in WP7, MeeGo and IOS, even though I've been a die hard Android advocate and developer for many years. And, I'd bet that I'm not alone.
I don't know if Google has been backed into some kind of corner with Verizon or what. but, at this point, I think silence is Google's enemy and they certainly have lost at least some level of PR credibility here.