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Barrons reports today that Hudson Square Research analyst Todd Rethemeier has stated in his latest report that the next iPhone, due in September by all accounts, will be an iPhone 5 rather than an iPhone 4S, and will have 4G wireless, but only for the AT&T version, with the Verizon version losing out. Rethemeier says that this would mean that AT&T iPhone 5 users could get download speeds of 5-10 Mbps from their phone, whereas Verizon users might get less than 1 Mbps. Although Rethemeier does not reveal where he is getting his information from, he says that what he is predicting is more likely than not. Acting on this new information, Rethemeier has upgraded AT&T shares to Buy from Hold and downgraded Verizons shares from Hold to Sell, because he thinks that AT&T will gain the most marketing advantage from the next iPhone. He says that the tables will turn once the iPhone 6 is released though, because Verizon will have LTE capabilities in its phone whereas AT&T will not.
Source: Ts iPhone Advantage: Hudson Sq. Says Buy, Dump VZ - Tech Trader Daily - Barrons.com via MacRumors