In a way I almost feel for the carriers. A promising business model of locking customers into underperforming handsets and then charging a premium for the service is now rapidly collapsing before their very eyes. What looked like nothing but high profit margins in perpetuity 10 years ago, now looks like the bleak, bombed-out landscape of Europe after WWI.
In essence, these are just the machinations every dying business model must go through. The carriers are desperately holding off the day when they cease to matter and are really nothing more than low cost bit haulers. The future of the cell phone industry belongs to companies like Apple, Samsung, HTC, and other handset manufacturers. The real profitability lies with innovations on the handset side, and the market for hauling the bits around will come to resemble Comcast vs. your local phone company the only difference is we'll be adding Verizon, Sprint, and whoever else manages to survive the inevitable change that is coming to that mix.
Granted, the carrier's old business model won't go without a fight, but it will eventually go. Commercially, there just isn't anything all that sensational about getting data from point A to point B. The days of wanting an iPhone but not wanting AT&T or wanting an HTC Evo but not wanting Sprint are coming to a close because arbitrary handset/carrier couplings don't make sense anymore and customers want more flexibility.