Just to be clear, I have no idea what is going to happen. For all I know NSN is a great deal and they have the best product bar none.
I'm just saying there is plenty of information out there that should scare the crap out of shareholders. Some of my best investments were made when I was scared but I always trusted management's commitment to shareholders and I'm just not seeing that here.
Foxy, when I spoke with investor relations he (John) said that the new business going forward would squeeze margins. That being the case, they will have to sell more product to achieve the same profit or earnings per share. That coupled with all the uncertainty there will likely be no major outlays of capital in the near term. I also continue to think they are not best of breed in this sector.