Ann: iiNet in strong position for NBN roll-out , page-4

re: Ann: iiNet in strong position for NBN rol... 11 is fairly standard for a telcos in Australia. Most other industries are above this.

I'm holding because I feel that iiNet is still growing strongly. earning may be impacted slightly because of the tough competition in data plans right now, but feel they are expanding fast into other areas such as the introduction of iiNet labs.

I didn't really get much from the presentation. It was supposed to be market sensitive, but it really only stated the obvious. There is actually no information on the take-up on the mobile products or fetch. Basically it reminds you that the market is fairly screwed up because of Telstra, but the NBN will fix that and iiNet will be there. They are kinda trying to sell the IPSs like the Banks. Four Pillars model, but one of these pillars might be significantly large than the others.