I think this 5G wireless home internet issue is a slow burn issue for Telstra that will likely become more evident down the road as TPG joins OPTUS in going around the NBN. That executive said they see 25% of the market for wireless, what does that do to the economics of the NBN? It may be the case that once the new 5G smartphones have been released and mobile margins have increased it becomes appropriate to start moving some TLS into TPG to hedge this non-compete risk on the NBN. TPG is too far behind in the 5G race at the moment but in a year or two maybe.
Where to now for long term investors of Telstra, page-5997
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