As I see it there is room for all,but the first in will be better off.I can see that Telstra will put a cap on the number of licenced sellers soon.IInet are signing up 86 a day,Telstra have 40% of the market so must be signing 300+ per day[I'm still looking for data].The telephone exchanges have a limited capacity,I believe,so some load will have to thrown at the satellites.It will be interesting to see how the broadband pans out;it is not like selling toasters and just plugging it in.That is why I am still bullish on MUL,they will be selling capacity that will be getting harder to get.
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As I see it there is room for all,but the first in will be...
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