telcos forced to make a move, page-2

Agree PLM,

Good article PLM.

Confirms what I mentioned previously about VoIP being the next big thing to take off.

ASX has three listed players being MNF, FRE ,ENG.

FRE has the mobile portability but are capped at 40mill. ENG looks like having massive delays on WIMAX future (if any), and MNF are capped at 8million and are having a field day with exponential growth. The brand name is unique and very marketable.

Telstra's NBN rollout is in shatters atm.

MNF VoIP savings are real, service is excellent and the opportunity for hardware,software revenue is blue sky atm plus there is a growing worldwide demand for its use.

Pick the one you see having the most upside under good management and enjoy the ride.

Cheers,
The Sparkler