Does FCC ruling position NetGear stock for market share gains?

NetGear Inc (NASDAQ: NTGR) is pushing aggressively to the upside this morning after the FCC announced a sweeping ban on the import of new foreign-produced wireless routers. Investors are cheering NTGR primarily because the Federal Communications Commission cited significant national security threats for its landmark ruling – effectively “sidelining” a bunch of its major international rivals.