Just a couple of points,yes 4g /4glte whatever is improving ie tls suggested its improving as they roll out their 5g technology.
But i will suggest there appears to be no comparison between 4g and 5g when it comes to speed,reliability,latency and absolutely the extra bandwidth 3.6ghz will provide when extreme demand/bandwidth is required ie sporting events,maybe netflix ie netflix effect so on.
Nope i like the story still but can't argue the sp doesn't reflect my positivity .
I thought GR's verizon ceo post was interesting regarding his comments on how they will roll out their 5g cells etc using current infrastructure,considering they actually have mmWave 26/28ghz?
As for competition,as posted i like the verizon ceo's response,.
Tls just spent $8b over past 5 years upgrading their network,including an extra 3b over past 3 years,with the extra 3b (ie $1b pa) ending in less than six months.ie fy20 add $1b ebitda as a result.
What was tpg's budget $600m,add to vodafones network,spooky competition.
Optus well ,nope,i believe penn has not wasted that $8b,but clearly singtel is heavily into gaming so the way tls and optus monetize esports in australia should be fascinating,and i believe tls's investment in the US is an excellent start.
ps hmm a little disappointed tls not involved in purpose built nsw esport arena.
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