NAS/cloud services/connectivity globally is where thodey is placing telstra's chips.(plus e health)
That indonesian NAS jv if it goes to plan will be very interesting.
I read an article where a sea cable was damaged and a repair vessel could not get permission to enter indonesian waters to repair it ,last i heard it was 3 months.
With Telkom being partially govt owned you would think tls would have an advantage in the indonesian NAS sector,especially as other global players try and get permission to enter the indonesian NAS sector.LOL i could be completely off track .
A few unknowns becoming apparent glta.comsec says report due 6 or 7 th of feb?
more pressure on rba to drop rates as building approvals drop 2.9% in dec.
Of course our media and both sides of politics say we are transitioning from mining.To what i have no idea.
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NAS/cloud services/connectivity globally is where thodey is...
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