There's only one scenario I can think of HD...and it can be seen as either +ve or -ve....
No Telstra deal.....No PieNetworks!.....or,
They are absolutely certain of a Telstra deal and will laugh all the way to the bank.....hence the discretion!
Your guess is as good as mine....
I prey for the latter, however CS seems far too relaxed, confident and in good spririts for option 1...
2 weeks max (IMO)....!
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