Where to now for long term investors of Telstra, page-5664

Just a couple of points,yes 4g /4glte whatever is improving ie tls suggested its improving as they roll out their 5g technology.

But i will suggest there appears to be no comparison between 4g and 5g when it comes to speed,reliability,latency and absolutely the extra bandwidth 3.6ghz will provide when extreme demand/bandwidth is required ie sporting events,maybe netflix ie netflix effect so on.

Nope i like the story still but can't argue the sp doesn't reflect my positivity .

I thought  GR's verizon ceo post was interesting regarding his  comments on how they will roll out their 5g cells etc using current infrastructure,considering they actually have mmWave 26/28ghz?

As for competition,as posted i like the verizon ceo's response,.

Tls just spent $8b over past 5 years upgrading their network,including an extra 3b over past 3 years,with the extra 3b (ie $1b pa) ending in less than six months.ie fy20 add $1b ebitda as a  result.

What was tpg's budget $600m,add to vodafones network,spooky competition.

Optus well ,nope,i believe penn has not wasted that $8b,but clearly singtel is heavily into gaming so the way tls and optus monetize esports in australia should be fascinating,and i believe tls's investment in the US is an excellent start.

ps hmm a little disappointed tls not involved in purpose built nsw esport arena.