They gave you the weekend to think, but I think they should have...

They gave you the weekend to think, but I think they should have kept the market updated over the half.

I always try to be honest, so here goes...

It is a tricky one. Worth 18-22c on full year including cash held. Imho, Worth 50c-$1.50 on probable success in the future from NBN + Voda and others. Coming election adds an unknown, sad but Labor is probably stalling the NBN or the AUD is giving them a good reason to stall it a bit for the manufacturers. What worried me was the loss of retail, they need to make one nice modem (which they have) and make it even nicer (fix the little quirks slightly faster than current). The AUD is probably making the retail too high.

Cheer up. The buying is stronger than it looks, they are seriously cashed up dudes buying. I sold half but still wanted them. It should track sideways, which is a good thing, unless people trade the chart for a bit.