Why T-Mobile Is A Better Bet Than Verizon And Sprint?

Amir Rozwadowski from Barclays was on CNBC Tuesday to discuss the severe completion between T-Mobile US Inc

, Sprint Corp

, Verizon Communications Inc.

and why he believes tower companies will gain from this. Verixon Cutting Back "T-Mobile and Sprint have been shaking things up in the marketplace, with more aggressive promotion plans," Rozwadowski said. "I think that Verizon has certainly focussed its efforts on the high-end enterprise and the high-end consumer and pulled back some of its promotional activity in the marketplace that we clearly all saw were pretty heightened levels during the holiday selling season." Two Different Horses Rozwadowski was asked at what cost are T-Mobile and Sprint gaining market share. He replied, "In terms of Sprint and T-Mobile, that's two different horses running two different races at the moment. With respect to T-Mobile, they continue to drive pretty good subscriber growth and if you look at their fourth-quarter result, they continue to expand margin, which is actually unique in terms of the overall telecom space." He continued, "Sprint is a little bit of a different beast at the moment, certainly pushing to gain share in the marketplace, certainly it has got a big parent watching it with SoftBank, but at the moment right now, still don't have a good sense in terms of what trajectory it sort of profitability will take care." Gainers: T-Mobile And Tower Companies On why he likes T-mobile and tower companies, Rozwadowski said, "Right now T-mobile is a unique share gain, margin expansion story within the U.S. telecom space and that's clearly a good focus and the way we look at things is more competition means more data traffic, more data traffic means you got to invest more in the networks and that's where the tower [set]."