Sorry but I really think that everyone is over-reacting on this one. Fact is results were very strong and subscriber gain again surprised the market. TPG is still streets ahead off Telstra offers in the market so I dont believe Telstra will ever have an impact on subscriber numbers in the relative short term (they never have). And with NBN a few years away making the market a even playing feild IMHO they will never have an impact.
Problem here is that the guidance FY11 was very conservative. It would have to be in this enviroment however I believe it will be upgraded soon enough.
TPG is still fastest growing ISP organicly.
Buy lows while they last!
from the australian, page-8
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