facebook will change the sector, page-4

Correct TBE and if they land this "connectivity partner", presumably it will be a whole lot more than the 53 million Sprint customers. Sprint alone is almost 3 times bigger than the current total Aussie revenue, so look out if he lands AT & T, Verizon etc.

It beggars belief how there is no premium whatsover for the OS income which is quite likely given SingTel's swift engagement. Even with no OS assumption, the Aussie revenue growth will be huge via increased advertising starting in June.

The true believers need to sit tight and wait for greatness to be delivered.