IMO if TLS like the product they would be crazy to extend the trial for another 6 mths, they run the risk of Pie starting talks with competitors (not sure what was in the exclusivity arrangement they made), or even OS companies coming on board and putting in big orders that would blow out lead times for Telstra. If they are serious about the webphones i still think a TO is a genuine possibility. Thoughts?
Mule
NWZ Price at posting:
2.3¢ Sentiment: ST Buy Disclosure: Held