TLS 1.04% $3.89 telstra group limited

Where to now for long term investors of Telstra, page-5815

  1. 5,646 Posts.
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    I need a penn presentation because i'm getting to positive re tls.
    An oldy but a goody including some info i was not aware of..
    CRN 'telstra to close up to 2500 telco exchanges,customers to shift to ip calling over the nbn'.3/11/17.

    ok approx 12 months ago,what i didn't know is the remaining approx 2800 exchanges not sold off will be converted to 'distributed data centres',and that the upgraded remaining exchanges now converted to  data centres will be worth more than the current written down book value of approx $1b.
    hmm 'distributed data centres,all 2800 of them,that from my technology arm chair comes under the category of infrastructure almost financially impossible to duplicate.
    Ash and RB,plse explain,tls has a couple of australian data centres,5 chinese data centres  etc.
    Wouldn't adding 2800 'distributed data centres be a competitive advantage,ok  i guess they are much smaller but 2800.
    ps plus old news shutting down 3g from 2020,?absolutely i need a negative penn presentation.
    ps For those interested i believe penn is on ticky this arvo at 4.30.maybe that will do it.
    Unfortunately i bet ticky gets stuck asking the same bs expected boring questions about mini mouse cancelling its mobile roll out and nbn and not asking the important questions,because imo the media still doesn't understand telstra's developing business model. 
 
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