Thanks for the info. The presentation is full of good information; a lot of it good for people in the telecom world; a lot of it not good for CLWR.
ATT is focused on existing bands for the next 3 yrs (aka not CLWR).
ATT is deploying 40K small cells. While this sounds like a big number, its much smaller than some would think. It can take 300 small cells to cover a large multi-story office bldg; so it really depends on how they are defining small cells. That is besides the point. The real story is that ATT has a multi pronged plan to deal with the spectrum crunch and that plan does not involve CLWR in the near future. I believe VZ's plan is similarly multi-pronged and does not strategically involve CLWR.
Would either carrier telegraph such a move if it was intended? Of course not, but I continue to maintain that a move by ATT/VZ on CLWR would not be strategic, but a tactical move to impede Sprint. That makes the odds of it happening much lower.