stagnant share-price, page-4

the below post is my opinion;

I agree with your analysis benson.

I will trundle along to the shareholder information session - I want to know one thing - what is going to be telstra's biggest growth engine?

Telstra has given its core network away for $11bn (depite analysts once assigning up to 30bn to it right up to the june 2010 deal) so it is no longer a safe and steady utility play.

Telstra needs a growth engine - the thing with growth engines seems to be that they either end up being successful and control 80% of the market or they end-up gonna be's.

The only markets where I see telstra as having a competitve advantage is mobile telephone - technical networks (perhaps cloud computing mainframe)- novelty media (sporting rights and access to foxtel) - banking.

Banking is where the money is with the big 4 banks targeting plus $24bn in npat 2010-2011 financial year. Ralph Norris has identified Telstra as a future competitve risk to the traditional banks businesses.

Telstra should go on the record if it has any banking asiprations because otherwise the market won't get behind them and push them.

I hold telstra shares and hope that they go up.

disclaimer; the above post is not to be used for amking any decisions. The above post has been submitted for entertainment purposes only.