I understand this, Danielle, and believe me I agree. I'm making the point as to who to look directly at as far as actual competition is concerned and who stands to lose the most. In the case of the telecoms, I believe they would be smart to get in once they acknowledge who has the platform so that their businesses will prosper as well.
I have extreme doubts about Lockheed/Harris, but Harris has released two NR's in regards to their contracts in Russia and Colombia for their TruePoint systems - and ironically, around the time the whole Russian thing went down for us.