Tyco Demanding More Profits!

There's an interesting SSN article talking about how Tyco's management team is demanding higher profits. Here's the money quote from an analyst:

"We are now convinced that Tyco, at least in North America, is deadly serious about discipline in demanding a fair margin for their value proposition and walking away when they believe the margin does not warrant it"

What do you think? Have you seen any impact of this in your business? Do you think this is good for the industry?