I think those layoffs are a big investment that may be good for them. That is a high price tag, though. Depends how they did it, of course.
wrt the pricing models for wireless caps, Bode is wrong: it makes sense that VZ is saying they won't make sudden moves, despite saying they'll probably make moves (i.e., not sudden-type) within a week. Whether that's actually what they do is a different matter.