benson,
just curious as to why you think TPG merger hurts TLS.
wouldn't it be better with 3 players instead of 4?
this is now happening regardless of TPG.
because they will not do mobile now. so that means no matter what happens there will only be 3 companies in that space instead of 4..
or are you saying that Vodafone can't do it by themselves and so the market is pricing the SP as if there will only be 2 competitors in the space?
just curious on your rational.
Where to now for long term investors of Telstra, page-5802
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