I would be leaning more towards unwired for short term sp increase due to some big companies jostling for position.
I believe they have a valuable strategic asset in the spectrum they hold.
It could be worth a lot more than they are trading at the moment.
Engin have more question marks because of the uncertainty regarding the uptake of the upcoming tivo.
I'm sure there will be a big marketing campaign but foxtel will obviously not lie down and let customers walk away.
The PVR technology is already here but is not widely known to the general public.
I'll buy UNW if it hits 36c today.
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