Hi everyone.....just reading an overview of where TLS is regarding the NBN, technology and future growth, thought this analysis was worth posting:
"Telstra has always been big, attractive and with a great dividend. While Telstra was a business based on copper wire in the ground, it would struggle to become a vibrant tecnnology share growth co.
But the NBN deal has changed the look of the company.
The NBN deal is a big plus for Telstra. It secures cash flows for 10 years with an injection of $11 BILLION.
The deal allows Telstra, and will probably force them to change their business model to focus entirely on WIRELESS.
Telstra is likely to finally become a vibrant technology share growth company."
I don't know about anyone else, but my take on that is that PIEnetworks will play a big part in providing TLS with Wifi and vibrant technology.
Cheers,
P.
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