“Verizon’s wire-line biz disappointed in the latest quarter, whereas AT&T wire-line results were decent,” he said. “In fact, Verizon noted that the pace of new customer acquisition could slow for FiOS, whereas AT&T’s U-Verse has been taking share, adding 155,000 net new subscribers, versus just 120,000 for Verizon’s FiOS.”
Looking at 4G, Verizon’s been buying electromagnetic spectrum to support its network, but AT&T hasn’t done much on the spectrum front.
That gives Verizon the advantage.
Finally, there’s the Apple factor.
AT&T’s exclusivity with the iPhone gave it a serious smartphone advantage – penetration of 62 percent vs. 50 percent for Verizon.
All told, AT&T has the clear advantage.
“It’s clear AT&T is the superior company with a higher yield and a cheaper stock,” he said. “To me, that’s no contest, until, of course, Verizon's stock comes down in price versus AT&T, and then we start making the salad all over again.”
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