Just same across this report on Business Spectator:
http://www.businessspectator.com.au/bs.nsf/Article/NBN-to-fundamentally-change-Australias-media-telco-pd20110221-EA8SF?OpenDocument&src=tnb
New research: In the nutshell NBN will be much more profitable than anyone dared to say so far with commercial returns of 19% plus.
Best positioned to benefit and participate Telstra
nbn and tls, both look pretty good.
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