With Ericsson doing a major 4G deal with TLS recently it may suit Ericsson to buy up PIE before the PIE announcement is out. The SP would be a lot less? and would then allow its PIE division to handle all that fiddly KIOSK stuff.
Ericsson already has the infrastructure and talent to do a rollout to suit TLS needs - with NO RISK.
If you were TLS what would you do? Prompt Ericcson to buy PIE or rely on a struggling Kiosk operator to maintain its crucial branding? Mmmm.
Cheers folks
NWZ Price at posting:
2.0¢ Sentiment: ST Buy Disclosure: Held