Great thread.
But what I don't see is any discussion on how the split would work in favour, or not, of shareholders.
There have been a lot of companies splitting in two, CSR is going to, and in each of these cases the existing shareholders got shares in the new company. Plus the parent also passes a majority of the debt into the new one.
When you look at the stats more and more people (me included) are cancelling their fixed home phones (rental+adsl+call costs) and moving to mobile (plan+bigpond or datapack) and finding that you actually save money. So losing that part of the buisness should not be a bad thing.
So if Telstra does this carefully it should be able to win out of this, and so should we??
Great thread.But what I don't see is any discussion on how the...
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