VERIZON will clearly dominate the iphone5 arena!
...Jefferies analyst Thomas Seitz believes that LTE will play a large role in consumers’ choice of networks after the release of the iPhone 5. Verizon’s own LTE coverage will allow it to take market share from AT&T and Sprint (NYSE:S) because the newest iPhone will most likely support LTE.
According to Seitz, AT&T’s primitive LTE network has no hope of catching up to Verizon before the release iPhone 5.
“We believe this network advantage could lead to a share shift towards Verizon, primarily at AT&T’s expense,” .....
Read the n...Pacific Crest telecom analyst James Faucette this morning offers a round-up of his views on the U.S. wireless operators in advance of Wednesday’s expected unveiling by Apple (AAPL) of the iPhone 5, an event he expects to enhance Verizon Communications‘s (VZ) dominance in postpaid subscriber additions.
Reviewing the trends so far for this quarter, Faucette writes that his “checks” suggest Verizon has been continuing to add post-paid subscribers:
Overall demand for postpaid carriers in August was largely in line with expectations. Among carriers, we believe that Verizon has continued to gain share so far in Q3, while AT&T, and to a lesser extent, Sprint, have lost share.ews dude: more analysts are giving VZ the leading edge -