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TLS, TELSTRA CORPORATION LIMITED
early birds
post Posted: Jan 29 2019, 11:24 AM
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In Reply To: early birds's post @ Jan 29 2019, 11:14 AM

https://www.afr.com/business/telecommunicat...y_Sent=29012019

TPG Telecom has cancelled its plans to build the nation's fourth 4G mobile network, in a dramatic move that the telco blamed on the federal government's ban on Huawei equipment from use on 5G networks.

But the surprise announcement comes as the Australian Competition and Consumer Commission (ACCC) considers the proposed merger between TPG and Vodafone, and will be read as an attempt to force the ACCC to approve the $15 billion deal.
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not so sure if id this news for TLS jump?? unsure.gif




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early birds
post Posted: Jan 29 2019, 11:14 AM
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what's caused price jump today?? unsure.gif

looks set to target 3.40 for this up leg. short term. imho



 
nipper
post Posted: Jan 22 2019, 02:30 PM
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Telstra committing to a major upgrade to its submarine cable network.

QUOTE
The upgrade, announced on Monday, uses technology from US firm Infinera to upgrade its huge network of submarine cables. The overhaul will increase the capacity of the lines by 160 per cent, while also decreasing power consumption. That means Telstra's cables – which run from Australia to various locations in the Asia Pacific region as well as the US – will be able to carry half as much data again as they do now.

The company said the changes would allow Telstra to "rapidly activate new capacity for customers, delivering multiterabit capacity with low power consumption and high reliability".

Telstra hasn't laid any actual new cables along the ocean floor, but rather has upgraded the technology at either end to make more economical use of the existing fibre optic cables. High quality subsea cables are essential because they link Australia to the rest of the world and carry, among other things, the increasingly high volume of data necessary to stream Netflix and other video services.

The move comes seven months after Telstra announced it was separating its fixed-line infrastructure into a subsidiary, InfraCo, which includes the company's submarine network. That decision raised concerns Telstra was turning its back on fixed line infrastructure to focus on retail and mobile infrastructure, a response to the National Broadband Network roll-out.

It also raised the possibility that Telstra would cut InfraCo loose entirely, setting it up as an independent business in preparation to purchase or merge with a privatised NBN – something Telstra chief executive Andy Penn has said is under consideration.

But Mark Gregory, associate professor of network engineering at RMIT, said the upgrade showed Telstra was being positive about its fixed-line infrastructure rather than neglecting it.

"People were concerned that when they moved the assets into InfraCo they might stop spending and focus on mobile and retail. But what this says is they are investing in InfraCo, so this is really quite a big announcement. "It puts concerns about Telstra's direction to rest. They could have just separated it out, and at some point they might just roll it into the NBN. What they're demonstrating is InfraCo is still a key part of Telstra's business strategy and they're making major investments in infrastructure."

Telstra's subsea cables run for 400,000 kilometres – equivalent to 10 times around the world – which the company claims makes it the largest network of subsea cables in the Asia Pacific region.

Telstra's network planning principal, Andy Lumsden, said Infinera's technology, called Infinite Capacity Engine 4 (ICE4), would increase capacity per wavelength to up to 200 gigabits per second.

"With Infinera's ICE4 optical engine, we are deploying the latest technology across our network. We can now provision new services faster than ever before, which is critical in a region when capacity demand on our international networks has almost doubled over the past two years," Mr Lumsden said.

In a recent interview with The Australian Financial Review, Telstra's head of enterprise Michael Ebeid said the company's large subsea network would allow the company to expand its international business.

"One of Telstra's well-kept secrets, which I don't think we talk about enough, is Telstra owns and operates the biggest subsea cable network across Asia Pacific. When you think about all the countries in Asia, Telstra is carrying right now around 40 per cent of the traffic of all of Asia on Telstra networks and cables. A lot of people don't realise that," he said.

https://www.afr.com/business/telecommunicat...20190121-h1aao8



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: early birds  lgrif  
 
mullokintyre
post Posted: Jan 7 2019, 06:39 PM
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In Reply To: frodo's post @ Jan 6 2019, 09:45 AM

Yo Frodo, I got the IM message to display.
I sent you an IM message, and it seemed to go through.
Mick



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sent from my Olivetti Typewriter.
 
frodo
post Posted: Jan 6 2019, 09:45 AM
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In Reply To: nipper's post @ Jan 6 2019, 09:18 AM

Thanks Nipper that’s sad we all used it for personal friendly chats it
Makes a big difference.

Sometimes change is not as good as original.



 
nipper
post Posted: Jan 6 2019, 09:18 AM
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In Reply To: frodo's post @ Jan 5 2019, 04:46 PM

Um, the IM ability seems to have dropped off.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


frodo
post Posted: Jan 5 2019, 04:46 PM
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In Reply To: nipper's post @ Jan 4 2019, 10:52 AM

Hi Nipper Haooy New Year hope you catch some biggies this year .

I wonder if you could navigate me a bit around this new format I don’t see anywhere
That you can post IM’s .

Maybe you could tell me I’m totally blind or dumb but if you know please share.

Ps. Not much new exciting innovation since Steve Jobs this guy keeps reinventing same ole.
Maybe Apple will try its hand at cars we are due for some new tech that actually works.

Cheers
Frodo

 
nipper
post Posted: Jan 4 2019, 10:52 AM
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Posts: 6,022
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QUOTE
Behind Apple’s disconcerting news of weak iPhone sales lies a more sobering truth: The tech industry has hit “peak smartphone”,

a tipping point when everyone who can afford one already owns one and no breakthroughs are compelling them to upgrade as frequently as they once did.
... assuming innovation hasn't died, what's next?



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: early birds  daggie  
 
blacksheep
post Posted: Dec 4 2018, 10:16 AM
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SP currently $2.96 - down o.67%

Telstra is set to unveil its next generation mobile plans, but is 5G a revolution or just evolution?
by business reporter Stephen Letts
Updated 2 minutes ago

QUOTE
Key points:
Telstra expects to have its first 5G phones on the market by mid-next year

5G delivers near real-time communication, but most phone users won't notice a difference

Analysts tip 5G to revolutionise business, rather than personal, mobile use


read more - https://www.abc.net.au/news/2018-12-04/is-t...ection=business
Attached thumbnail(s)
Attached Image


 




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: early birds  
 
joules mm1
post Posted: Nov 20 2018, 01:01 PM
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http://bigcharts.marketwatch.com/advchart/...se&state=15
relatively, TLS is performing extremely well, price is saying plenty of buyers and lack of sellers, of course, managers rebalance with indexes causes price to stall yet % basis pullback remains shallow favouring bulls when indexes rotate north daily basis




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. . . . . . . . everything has an art.....in the instance of the auction process, the only thing, needed to be listened to; price

Said 'Thanks' for this post: early birds  
 
 


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