Did anyone notice that Ericsson has decided to exit the modem business? I am still trying to evaluate if this is good or neutral news for NTC. One could hypothesize that the Ericsson/NTC partnership could now be strengthened if Ericsson decides to source additional modem/communication devices from NTC. Maybe it is a wild hypothesis but I will keep an eye on Ericsson anyway.
http://www.theregister.co.uk/2014/09/22/ericsson_follows_broadcom_to_modem_mordor/
http://www.bloomberg.com/news/2014-...-past-with-maersk-line-wireless-projects.html
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