why so cheap?, page-6

I think 80% is an exaggeration, they make more than 15m outside Telstra easily. Even if you assumed Telstra bought all of their 3g routers, 3g routers are only 70% for 2009, 35% estimate for 2010. I will agree it is a risk, although it is not much of one unless Telstra gets unhappy with Netcomm's products.

Check this out from David Thodeys speech today...

"The Bigpond wireless home network gateway product is a
wonderful new product. It has targeted households beyond
the DSL footprint, and that has been very well received and
we are very pleased with that, and, of course, we have
changed the structure of our plans with this "no excess usage". That has been very well received and, as
I mentioned before, we are starting to see some good
momentum as we move forward."