Written by Kurt Scherf, Vice President and Principal Analyst

I liked Brett Sappington's comment yesterday about how he's seeing two classes of broadband service providers emerging. There will be the incumbent giants providing all bundled and value-added services, and then there will be those focusing on a value offering. Brett, let me know if I captured that thought correctly.

Of course, I framed Brett's comment down to "Carriers moving into a Neiman Marcus/Walmart split."