Did anyone notice that Ericsson has decided to exit the modem...

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