I published this via twitter a week or two ago, and now I’ve cleaned it up and am publishing it here. In general terms, I expect Verizon, AT&T and T-Mobile to each own about 40-50MHz in the AWS-1/3 combined spectrum “superband” after the auction closes. This, after some deals between the three of them to reorganize the spectrum so its contiguous, will allow each of them to deliver end-user speeds of 15-25Mbps in areas of good coverage.
[Update 3/31/2014: Updated to reflect FCC’s band plan for AWS-3, also tweaked the results slightly to accommodate the new band plan]
Combined with lower band 600 and 700 MHz spectrum, along with refarming of PCS 1900MHz spectrum over the next 5 years, LTE coverage should be greatly improved in terms of speed and capacity.
What is left to determine is how end-user usage patterns will change when they have access to higher speeds – will they need to move up from a 10GB bucket to a 15GB bucket for their family of four lines, or will users keep their habits in check and the carriers are left with an overbuilt network because people aren’t streaming video for fear of data overages?