SFA
yes, it is an interesting article. She says to stay clear of TLS & TNZ because they are only part way through a tectonic structual shift from fixed line to wireless. (Would have liked her to expand this further - maybe need to buy the book)
However, she did make the comment "... at least in Australia, you do have a government that appears to be in conversation about a quantum of compensation for the copper wire assets. In NZ that wasn't the case ... my view about what should happen in Australia is that both sides should compromise to reach a deal, because whatever TLS' numbers say they are, they're only an estimate...."
SFAyes, it is an interesting article. She says to stay clear of...
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