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Do you disagree with the described strategy? If you think a market is relatively saturated (as I assume the US is from a telecom equipment perspective, especially given growing suspicion of foreign suppliers), wouldn't you allocate your limited resources to markets that have room to grow?

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I think the suspicion of foreign suppliers is probably to Ericsson’s benefit in the west.

It’s more anti-non-NATO rather than anti-foreign.

But if Ericsson drops all its US staff, I could see them getting lumped in with the likes of Huawei anyway.

It's actually anti-non-NAFTA, as can be seen in the inflation reduction act.

So the “Inflation Reduction Act” has clauses that restrict one’s choice of vendors???

Probably not if they end up joining NATO (whenever the west apeses the Turkish dictator).

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