Legends Of The Fall, Apple Style: "TechCrunch contributor Steve Cheney (who nailed the timing of the Verizon iPhone last year), believes that a fall iPhone 5 launch makes LTE much more likely. He currently puts the odds at zero to ten percent for LTE if the iPhone 5 launched this summer (again, not happening), 50 percent if it comes in the fall, and 100 percent if it comes in January. [...] Of course, Apple has a history of waiting to adopt technology until it is proven — see: the original iPhone launching with EDGE instead of 3G support. But come this fall, there will be many Android devices with LTE capabilities. It’s hard to imagine Apple sitting on the sideline for another year. In fact, perhaps that’s the very reason for the new iPhone launch timing."
This would make sense: Orange's VIP team called me a few days ago hinting the same thing, and offering a white iPhone 4, due imminently, as bait to make the wait bearable.