All of this speculation is fun.
My take...and this is based solely on my opinion and the leaks on the web that I actually do trust/believe (I'm about 95 percent certain that new "graph" that came out earlier this morning from Kellex is a fake)
Verizon would be totally stupid NOT to have this on stores/online for black friday weekend. Biggest shopping 3 day weekend of the entire year. They know this. People want choice....people are going to walk into the Verizon stores on black friday wanting say, the RAZR. If they don't like the RAZR and there was nothing else worthy of a purchase, they are going to walk out. But, if Verizon has the 3 absolute best Android devices on the market, plus the 4S, plus the 4 for people who don't want to spend 300 up front...it is very likely that person will purchase something. I know we all state that Verizon is stupid (they make stupid moves sometimes, marketing wise), but they aren't THAT incompetent. They have an amazing network, and they are number 1 in subscribers for that reason. I think the ONLY thing that would prevent them from having this available for purchase would be either supply issues or some sort of defect with the LTE version of the device (notice I said LTE version...the GSM version overseas probably has nothing to do with our release). I don't believe this is the case, because...
Panda/BMX, a person from Google who has been known to be a very reliable source despite his oddities in releasing info, came right out and said there is no delay on the part of Samsung/Google, there is no stock shortage or supply issues, and that shipments of the device are to be arriving at VZW's warehouse this week. I trust him more than I trust Amazon reps, and I definitely trust him more than I trust some MS-paint fake that is going around.
So that leaves us with this...Verizon just wants to fan out their releases a bit. It is the most logical explanation. They are running a tight schedule, however I don't think they will let that stop them from having every available choice to the consumer by Black Friday.
So my gut is telling me not to believe this December 2nd or later nonsense for the Verizon model. Whether it is the 17th/21st/or even black friday itself, or whether or not it is online only or what, I'm very confident we will see it this month.