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Its all about Spectrum - AT&T T-Mobile Bandwidth matched by Verizon and Sprint



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Report Summary:

Last week the entire debate on mobile broadband competition and the AT&T T-Mobile acquisition was turned on its head. AT&T’s principal competitors Verizon and Sprint made spectrum deals that require a serious reconsideration of AT&T’s potential for spectrum dominance. In the light of recent events, analysis of US Mobile Broadband market structure should be on a prospective rather than a retrospective basis. The recent moves by Verizon Wireless, Leap, MetroPCS, Sprint and Clearwire demonstrate the existence of multiple aggressive or emerging competitors who could soon match or outstrip AT&T’s capacity and service options in their targeted national or regional markets.

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