a black day for competition in Australia. |
Even countries that regard themselves as doing badly with broadband have 8 to 15 percent residential penetration. |
I think the natural share price is between $3.70 and $3.80. |
I would now propose forming a consortium along the lines the Minister is asking for. |
Telstra believes it can be everything to everybody and therefore it isn't doing anything properly. If you put such a lot on your plate the best become mediocre in everything you do but you can't be a specialist. |
Telstra has been able to maintain very high margins in its traditional market, |
This has nothing to do with government policy, this has nothing to do with regulation, this is technology, ... The reason why Australia is so late in actually changing to lower margins is because of the fact that there hasn't been any competition. |
This was definitely one of the few elements that was left open for Telstra to increase the price. |
This will simply mean more delays. |
This will simply mean more delays. When you have this hanging over your head how can you do things like due diligence? Nobody will sign off on this when it is still up in the air. |
To use Macquarie's own words, I'd like to see factual information from Macquarie why these issues are lies, incorrect or misleading. |