"The U.S. market is mostly saturated. It only grows if they can give people a reason to buy another phone ... or to get another connection for a tablet or some other, similar device," Gold said.
Early adopters -- though perhaps millions of them -- will continue to dominate the market for new 4G devices through this year, Gold believes. But eventually, the average consumer will probably embrace the idea of multiple wireless devices with multiple data plans, he said.
"I think it will happen, but I think it will happen more gradually than most people think," Gold said.