Option has a point
Some of the prices asked for a Huawei modem are in the "does not compute".territory.
There is a number of patents you have to license to have working 2G and 3G kit. I really do not see how you can ship kit at the price asked for it while paying the relevant royalties to the patent pool holders.
That is besides the fact that if this investigation starts to dig in deep there is likely to be a Cisco moment at least with regard to the early Huawei modems. Some of these are more Option-like than Option itself...