Where to now for long term investors of Telstra, page-4515

CP imo the market still doesn't understand what tls is doing,although imo some are starting to ie yr mate roger.
So the market gets spooked thinking a merger between tpg (with no mobile network) when combined with vodafails mobile network which is losing money will threaten tls (lol sry).
First look at the 700 spectrum tpg still has to pay for,vodafone is currently losing money,the imo record pricing for upcoming ghz auction.Even if a merged tpg and vodafone are successful in buying a reasonable amount of spectrum they still have to invest in the network to fully utilise the ghz spectrum.etc etc don't forget hutchison will be involved.etc imo the merge the dh media are all excited about had to happen,but thats the easy part.Now three owners have to 'work together' to make their loss making under invested in mobile network merger work when imo all three have different, but reasons for not investing in the network ie finance/debt or sick of losing money.etc.Will be interesting.
Ash honestly it would not be fair to give an opinion on fbr as I have not followed the co close enough.I'm just becoming very selective in what stocks i own ie 2 currently.That doesn't mean i have not missed some excellent opportunities i'm just content with the way i am dealing with the share market.