If you're looking to handicap which iPhone carrier is ahead in the LTE horse race, one Wall Street analyst points to Verizon and Sprint as the big winner and loser. Indeed, an LTE-enabled iPhone 5 would "change everything," making it "the biggest consumer product launch ever."
Jeffries & Co.'s analyst Thomas Seitz Thursday advised investors to buy Verizon shares, hold onto AT&T and sell Sprint-Nextel. Verizon now has 230 million LTE POPs -- more than all other US carriers combined. As a result, Seitz sees "a share shift towards Verizon, primarily at AT&T's expense."