Where to now for long term investors of Telstra, page-8218

"Or will IT co's that r more agile or for whatever reason just pay tls (as a utility ) to use tls's network for their own domestic and global business/enterprise customers."

That is my greatest worry, as pointed out in earlier posts I have no interest in retail communicationif TLS pop out the other side still only providing the network for communication and movement of data it's a worry.

Money is in controlling and integration of corporations systems, look at Microsoft for example. Data storage -> SharePoint for document management -> PowerBI to control the databases -> powerAPP to share the data, AI and machine learning to make it a beast you cannot move.

Sure TLS doesn't have the capabilities of Microsoft to develop software, I think the partnerships that they are creating at the moment will go along way to filling this gap, all they need to be is the go-to company to integrate, manage and deliver Australias content.

I could be off the mark, but I fail to see how providing the network is going to win the race.