re: lean machine - emem888 - risks Emem888 asked what I thought...

re: lean machine - emem888 - risks Emem888 asked what I thought were the major risks for SWT

The long term risk has to be the introduction of Wireless broadband.

There are plans underway for a well funded group (listed on ASX) to start to provide wireless service within the next couple of years.

Interesting article here

http://www.smh.com.au/articles/2003/11/23/1069522472293.html?from=storyrhs

Other risks

Not being able to manage their fast growth however they seem to be doing a good job now.

Losing key staff. Its clear SWT is run lean and rely heavily on a few key individuals. Lets hope they are suitable looked after.

Price war - SWT are the cheapest provider of DSL services however a few of the other major players (internode) are dropping there prices to tackle SWT.
Low prices has been the main reasons for SWT amazing growth.

All of these risks pale in comparison to the potential this company has.

I have a heap of SWT now and am looking to hold for serious long term gains.