Where to now for long term investors of Telstra, page-8217

GR,either I read this or someone posted this a couple of weeks ago.
My posts were very positive re announcement.
I have never been negative of tls's network announcements whether domestic,sea cable global poi's and absolutely tls's china network developments.
I'll even include the clever decision,at least imo to convert 1500 exchanges to 'distributed' data centres.
Its very good etc etc ,but its tls's utility half of the business ie domestic/global connectivity.As posted ,this is some thing tls can run/do.

But then we have the other half of the business .NAS,enterprise lets include the 'iots'.Hmm this is basically half tls's new business (u know to fill that 50% profit reduction).Tls has a very bad record in delivering competitive IT solutions.But i have the feeling tls is spending on this division ie as posted showing up in total operating expenses.
Your link re china is all about tls's network,same the equinox agreement.The question is can tls attract profitable domestic and global customers for tls's NAS and iots division which then obviously they will take advantage of tls's network.
Or will IT co's that r more agile or for what ever reason just pay tls (as a utility ) to use tls's network for their own domestic and global business/enterprise customers.