Realistically, this close to the keynote he'd be teasing if anything was in the pipeline. You'd also be hearing mutterings of AT&T losing their exclusivity as happened when O2 lost theirs in the UK.
Combined with a Verizon iPhone needing to be new hardware, it's very very unlikely. Far more likely is the iPhone going to them when it goes 4G, which is unlikely with this revision of the hardware. That would fit with the 2011 estimates, and Apple would only need one version of the hardware.
I doubt we'll see a 4G capable iPhone this time round, it just isn't worth it. Although I hope we'll see 3.5G as that is already well supported by networks like Orange in the UK.