It’s interesting seeing pointing out iPhone 12 would be a boost to Testra’s future, and pointing out their plan just isn’t competitive enough. Follow by news year ago on ACCC fines all of the telco, and now you move on saying that is down ramping.
Telstra is ranked top 10 Forbes public company in Australia, they are more than rich enough to roll out the Fibre 10 years ago. Instead they kept the money and charge extra for HFC where they are monopoly at, and thinking it was so smart to sell it to Government to take profit for the old hardware and cost for labor for rolling out. IMHO this is just short sighted strategy, they maybe able to pay dividend for another couple of years but what happen when cash starting to run low ? What are their next cash cow ?
From what I understand, it just another replicate of HFC scenario, where TLS claim that they have most coverage of 5G, so consumer should sign it with the premium price or go elsewhere. However this time 5G does entry is so much more easier and cheaper compare to roll out of Fibre, how is their company culture and marketing strategy kept the same? Furthermore, they tied themself up not able to provide 5G as broadband option.
An elephant can’t dance, not every company could transform like IBM, and those who kept the same like Nokia just got lost in the river of time. Just my 2 cent
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