at Investor's Business Daily (Fri, 6:41PM)
With its cable spectrum purchases on the books, Verizon Wireless (VZ, VOD) is planning to build 5K 4G cell sites this year in the AWS band, whose airwaves feature less range but more bandwidth than those in the 700 MHz. band where Verizon's 4G buildout has taken place. The expansion suggests Verizon is now focused on improving 4G capacity/speeds rather than coverage (where it has an edge). Separately, Wells Fargo says checks indicate Verizon is taking share from AT&T (T), that both are taking share from Sprint (S), and that Sprint is taking share from T-Mobile.
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