Nonsense. The US has 96% usage. Europe has has more than 100%, more like 120-130% on average (1.2-1.3 phones per person). Europe is definitely saturated, as is Russia, Argentina, Brazil and so on. That's where the N9 is going.
And if the carriers say jump, the entire population asks how high, and there is nothing Nokia can do about it. Sad but true. Only one man has the guts to face them and show them the finger, and that is Steve Jobs.