nortiba,I would'nt buy into the banking sector at the moment either,not until I feel the global and domestic debt crisis ,any housing correction and this govt's big spending agenda have played out.But I do intend buying bank shares at some stage.IMO ,tls has proven it can,t run or develop sml business eg sensis,china website and i have little confidence in tls/deena shiff developing new technologies.I like the suncorp/nfc mobile wallet story because it would b a large network requiring scale (tls's customer base)and it would require similar management as tls's mobile network,foxtel eg upgrades,competitive price controls etc and would provide some very attractive bundling options.This I think tls can do and profitably.PS i don't even have confidence in tls developing nfc advertising which is googles no 1 priority because tls can't even take advantage of sensis.
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