Interesting discussion. Revenue will be sooner with the...

Interesting discussion. Revenue will be sooner with the coalition NBN, but as it will be slower, there will be less use over time.

Which wins?

(and to pedro: I can see the telcos falling on a coalition win, but TPG has great internal strength, so I'm be holding on. May even get a few more if it falls 20%.

(Movements in the shareprice is not everything. Being in a strong company with growing profits and dividends is worth holding onto, or at least one would need to be sure of significant SP declines.)