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TLS, TELSTRA CORPORATION LIMITED
jarm
post Posted: Aug 3 2004, 02:06 PM
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Another item in support of moneyman:



http://hiddenwires.co.uk/resourcesnews2004...0040723-01.html

Potential users of networked devices will pay particular attention to the usability factor, demanding "safety and comfort at low prices ". A smoke detector - available at 5 euros in a DIY store - and connected by wireless bluetooth or ZigBee link to the internet, will report to the PC in the home which in turn will inform security services. Similarly, sensors will be able to detect glass breakage and burglary. Smart IP components such as these will be the ones to kickstart the home automation revolution, since they are cheap and simple, and their benefits are obvious for all to see.

Home automation will also open up a world of opportunities for service providers. Home service providers will act as a hub for regional services or services assisting the home and will be the focal point of frequently complex processes. Providers in these cases would include security services, hospitals, energy suppliers, telecommunications networks or media companies.

Additional business via blue tooth should occur rapidly to offset losses in STD and ISD.

jarm

 
jarm
post Posted: Aug 3 2004, 01:51 PM
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I agree it is likely to affect regional areas in the near future as they are already screaming about the dodgy infrastructure they are left with. Even ADSL is beyond reach close to several large towns and the demand for internet access for students alone is becoming huge. Can't see cable providing a solution for this market, only WiFi and TLS seems uninterested.

jarm

 
disco stu
post Posted: Aug 2 2004, 07:49 PM
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Moneyman, I agree that the market for telco services are going to contiue to grow in the medium term. Paying via mobile being but one of the new services on offer. I don't expect TLS cash flow to crash overnight, rather I suspect a long decline or at best flattening off of revenue is likely to occur.

I reckon smaller more nimbler players are going to take slice after slice off TLS market share. The cost setting up alternative networks will continue to decline. For example the rollout of WiFi services in Australia is virtually non-existant at the moment, compared to say Europe or parts of Asia (Korea in particular).

Once WiFi is out there, it will be possible for smaller players to selectively target markets or locations and steal the cream of TLS business.




 
jarm
post Posted: Jul 29 2004, 05:35 PM
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I hope you are correct MM but in the meantime I'm looking at substantial reductions in my phone call costs!

jarm

 
moneyman888
post Posted: Jul 28 2004, 12:10 PM
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Here is a contrary view for you, Telcos in particualr one like Telstra will become cashflow giants over the coming years.

Already we are seeing Mobile players experiment in other countries with the use of a mobile phone as a payment card, this trend will continue to grow and Telstra with it;s abundance of mobile customers will be well situated to process a lot of these payments, drinks from vending machines, rail tickets, bus tickets, movie tickets, newspapers, all sorts of small purchases and a whole lot of cash flowing through their already ample billing systems.

I have Telstra as a great 3 - 5 year investment and view either the endowment or long dated installments as a good play.



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Life does not have to be empty or faced alone
 
alderton
post Posted: Jul 28 2004, 10:23 AM
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Not being a techno; does this mean the software allows you to talk to anyone over the internet but "face to face" on the screen with VoIP?



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A
 


jarm
post Posted: Jul 28 2004, 10:09 AM
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Exactly my concern Disco Stu. This will almost totally eliminate interstate/international income other than broadband costs (negligible) for all the telcos. That's why they must keep Foxtel investment. Samuels does not get it but then when did the ACCC ever get it? Jousting with windmills.

jarm

 
disco stu
post Posted: Jul 28 2004, 08:54 AM
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For those interested in some of the long term threats facing Telstra, the below link highlights just one serious threat faced by this company.

http://it.slashdot.org/article.pl?sid=04/0...tid=215&tid=106

Currently you can call any other computer user in the world. This addition now means that you can call any phone.

I have had the software downloaded for three weeks, and the clarity calling my Ma in London is amazing. I have since sold out my TLS holding, as I see products like this pose a serious threat to TLS future earnings.

 
jarm
post Posted: Jul 26 2004, 08:06 AM
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I kept mine over the new year as I'm sitting on a tidy profit and hope to drag it out for CGT advantages. Agree in the medium term it looks a dud as new technology swamps the old copper cable business. Many more of us will be dialling up our international and interstate calls via our cable modems within a couple of years so TLS has a restricted future. If the Govt was ever able to sell its remaining stock I for one would avoid it like the plague (as I did with T2).

jarm

 
influxweb
post Posted: Jun 29 2004, 02:33 PM
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I'm personally lightening my TSL. Sold a bunch at 4.99 today. I would have got all out at $5.05, but tax issues stopped me.

Andrew

 
 


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