In my not so humble opinion, they will act on the reality that in the new normal global economy the value is in the network and commodities. That could mean that there will be a business strategy that unlocks the value of the DNN and 1 to 1 newspapers.
Canon has product dna. Oce has product dna. They both make killer app products. Oce is the box and production infrastructure for Niiu in Berlin. If you've visited my blog before, you probably know that I think that Niiu is the best example so far of connecting the mass of content on the web with the power of hyperlocal print delivery.
It is the next big thing for Print.
Oce has a huge lead in global digital book and newspaper production.
My bet is that while everyone is still running after the shrinking pie of direct mail, the new Oce division of Canon will go after industrial strength infrastructure printing. When the grown ups are back in charge, the game changes.
Consider what's going on at the Federal level in the States.