Are there any losers in broadband stimulus?

Next week, the feds will announce the first round of broadband stimulus grant winners. So far companies including U.S. Cellular, Zayo Bandwidth, ERF Wireless and Leap Wireless are in the running. But don’t forget – the stimulus initiative isn’t just about building the networks to bring broadband to unserved and underserved areas.

Rather, the stimulus is about bringing together an entire industry; and while many companies are working more in the background than on the front lines, it’s all contributing to the No. 1 aim of the American Reinvestment and Recovery Act: sparking job growth...