I clearly stated I thought Seven jumped too early with the ENG/Unwired purchase and that major Telcos will put up brickwalls for any WIMAX rollout.
Not having ago at you Phishpheet. Was simply saying to be careful placing hopes that ENG will benefit from Sevens purchase of Unwired.
They are a just a competing VoIP co to MNF now. They do have more clients but they are still recording losses.
If investors are entering into ENG purely for VoIP then you can't argue the fact that MNF represent better value with bigger sp upside potential due to business fundamentals alone and growth opportunities.
Understanding the challenges the industry faces, am very comfortable with MNF and look forward to its subsequent growth.