While it's certainly an industry issue, we believe Ericsson is having a hard time competing in networks against competition. That appears to have led to a major shake up at the top,
This is essentially re-creating the old AT&T. But in this environment, the industry has been so weakened, with so many competing technologies, it's a very, very different world now.
It will strengthen two companies that aren't particularly strong. The industry needs that consolidation to make them stronger against competing technologies.