Forum Archive Index - March 2004

["A and V Ryan" <ryanrite@xtra.co.nz>]

Well said Karyn
AR
----- Original Message -----
From: "Karyn W" <karyn_in_oz@hotmail.com>
To: <sharechat@sharechat.co.nz>
Sent: Wednesday, March 24, 2004 1:44 PM
Subject: [sharechat] TLS vs TEL


> There are several reasons why TLS shares have gone down lately, whilst TEL
> have gone up:
> - Analysts believe Telstra has no clear strategy going forward, whereas
TEL
> is working to its stated strategy and delivering on it.
> - Media coverage of TEL in Australia has become highly favourable (an
> amazing thing considering how derogatory the press used to be towards TEL
> and TG), whereas TLS is receiving a seemingly  never ending stream of
> negative press.
> - The recent ACCC competitive notice issued has set TLS up for
multi-million
> dollar fines, and TLS actions are being read as encouraging other telcos
to
> start building their own networks out again, really screwing the TLS
> wholesale strategy.
> - Excellent results being recently reported by competitors that show
steady
> market share gains from TLS, and improved profitability (eg. Uecomm,
> Powertel, Primus, SP Telecommunications, Optus).
>
> Aust funds are moving into TEL for its consistency and yield, and into the
> others mentioned above for the growth prospects.  A good short term
strategy
> would be to follow the money :-)
>
> Karyn
>
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