back the truck up, page-43

To be realistic...

Hell would need freeze over for NBN to die, or the ALP may lose next election.

NBN needs cover rural areas more than metropolitan, where subsidy for infrastructure work needed unlike metropolitan areas where competition and alternatives already provide services; Servicing rural infrastructure customers will boost metropolitan competition.


Fibre to house eventually to replace copper, the NBN is working toward this infrastructure nationally;


NBN is =>12Mbs, NOT capped at 12Mbs;
Fibre will not need replacement to do 100Mbs, nor most connecting work, some signal boosters perhaps, however expect new boosters rated for 100+Mbs wherever possible then not need replace later.


NBN will include wireless and satellite subsidies for consumer equitable access for some remote areas; Where fibre neither economically viable nor justfiable straight subsidy for a decade will still cost less than installing FTN; Some remote will benefit where near fibre upgrades with specific defence or science related interests.




A single cable of Fibre may allocate many threads to each ISP and still be underused.


Telstra smartly extending its metropolitan fibre to the home in order to lock in all the suburban customers it can get.

Around when the NBN infrastructure work is halfway expect cost to duplicate will drop significantly, by then Telstra hoping it has many locked into long term contracts.

Smaller undervalued ISPs with fibre cables can expect takeovers because will be cheaper than relaying.

Government regularly change rules of the game mid stream, decide to do things differently, is this really news ?

Mandate is a rhetorical term in politics.



The ALP and LibNats will continue to kick Telstra management until political goal of the NBN and competing Telecoms achieved; Telstra arguing back and throwing tantrums will not change this, is only to help maintain or drag out their long term position.

Telstra is operating as a normal business, upgrading and extending their existing fixed line offerings, defending their current positions, because they well aware they need be up and running before NBN is operational.



We were all warned the government was determined to build the NBN and intended to have competition in servicing it.

Extensive political argument, public demand for service, any compensation case will be interesting, expensive and unlikely to be worth much at the end to litigants - unless the legislation specifically prohibits/blocks only Telstra.


A lot of the subtle knowledge cultivated within Telstra which enabled them build and maintain the infrastructure has been laid off with all those employee reductions to save money, now they are sub contractors who will go to whoever will pay them.

TLS may be undervalued, writing on wall for ages there will be at least two major competing telecoms.

SingTel smartly working with, to include, minor players as it has been successful elsewhere in asia.





Hold more$ SingTel than Telstra at moment, with Telstra (my current ISP) looking attractive with its' price dropping, as are some undervalued ISPs with fibre cables.