Hi lads
Well done on todays rise.
I'm watching this one with interest, but I think (short term) the biggest competitor is iBurst, not Telstra.
Clearly, iBurst see UNW as a threat, so you can expect some hardball to be played soon; headlines such as "iBurst & UNW go head to head" will have a material affect on the price, and over the longer term slash margins.
As mentioned, it could have a good run based on hype......but I doubt if you will see insto's ploughing in just yet ?
Good luck with it.
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