TLS - Telstra Corporation

Re: Where will TLS head???

TLS down .10 so far, thanks to the public slanging match between Burgess and Howard/ Coonan. Can't they keep it in the boardroom.

Burgess, Telstra 2IC has gone on record, The AGE newspaper, to state that he would not sell TLS shares to his mother. This guy needs to be gagged or sent packing.

Re: Where will TLS head???

Yippyio said:

TLS down .10 so far, thanks to the public slanging match between Burgess and Howard/ Coonan. Can't they keep it in the boardroom.

Burgess, Telstra 2IC has gone on record, The AGE newspaper, to state that he would not sell TLS shares to his mother. This guy needs to be gagged or sent packing.

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I agree, if I was a Telstra share holder I would be extremely unhappy with there performances. This new telstra crew has done more damage than good so far. I agree with him though, I wouldn't sell TLS shares to anyone, they are overvalued and whats more, there forecast is absolutely terrible. As Telstra refuses more and more to do anything about their ageing infrastructure, there more they will lose out.

Bronte said:

"Buy in Gloom"
Can Telstra get any gloomier?
New 52 week Low.
$4.59 today.

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It can get alot gloomier. But I wouldn't say it'll do that any time soon. So mabey nows the time to buy if your looking for a quick rise before the sell off(if it ever happens).

Re: Where will TLS head???

And the political manuvouring continues. Media changes not top priority, more like let's not draw to much attention to the fact that we need to change the current media laws to give Telstra any chance of growth.

Read between the lines. Media laws will change soon and Telstra will go on a spending spree.

FYI


Media changes not top priority: PM
September 2, 2005 - 10:37AM

If the government could reach an agreement on proposed media ownership changes in the public interest it would proceed but it wasn't top priority, Prime Minister John Howard says.

Mr Howard said he had never supported the present media ownership laws and opposed them way back when they were introduced.

He said he and communications minister Helen Coonan had discussed her proposals for media ownership changes.

"I authorised her to go and talk to people about it, talk to different sections of the community and when she has completed that process, she will come back and talk to me and cabinet will discuss it," he told ABC radio in Tasmania.

"If we can obtain agreement on a fair package then we will go ahead with it. If we can't then I don't regard changing the existing laws as the most important priority for the government in this term.

"But if we can reach agreement and it seems in the public interest then we will go ahead with it. If we can't then we won't."

Under proposed changes outlined this week, Australia's media moguls would be able to join forces and foreign media players enter the local market.

Under the plans, a single media company could own a TV station, two radio stations and a newspaper all in the one market.

As a result, Rupert Murdoch's News Corp would be free to snap up the Ten Network and newspaper giant Fairfax to buy Kerry Packer's Nine Network.

Foreign media players could also snare Australian TV networks and newspapers, subject to federal government approval.

Mr Howard said the media market had changed so much and the existing restrictions should no longer apply.

"I don't think you should have prohibitions on cross media [ownership]. There are other things that can be looked at," he said.

"I know the ABC has put submissions about other things that can be looked at. That is what Senator Coonan is doing at present and I believe that she is doing it well. But it is not number one on my list."

AAP

Re: Where will TLS head???

I'd just like to point out that UNW is going to be a major threat to Telstra in the future, both as a whole saler of bandwidth and a retail competitor. Now that intel is backing them, and there interstate rollout begins in 2006, they will slowly but surely take over alot of Telstra's revenue, as specially with all the new WiMAX 802.16e technogies being developed by Intel and other manufacturers.

Just thought i'd bring that to everyones attention.

:goodnight

Re: Where will TLS head???

the top few executives are not setting good examples to the thousands working in telstra and definitely not good ambassadors of the company. looks like telstra has got a mountain to climb.

selling mine after ex-div.

Re: Where will TLS head???

By the time they go ex-div I wonder if they will be worth anything at all????

Re: Where will TLS head???

Did I hear it correctly through the week that one of the exec. was quoted as saying that he wouldn't even buy TLS shares for his own mother?

Brokers fleeing this stock in droves, not good for the government and as a whole for the people of Australia.

Re: Where will TLS head???

el_ninj0 said:

I'd just like to point out that UNW is going to be a major threat to Telstra in the future, both as a whole saler of bandwidth and a retail competitor. Now that intel is backing them, and there interstate rollout begins in 2006, they will slowly but surely take over alot of Telstra's revenue, as specially with all the new WiMAX 802.16e technogies being developed by Intel and other manufacturers.

Just thought i'd bring that to everyones attention.

:goodnight

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I fully agree with el-ninj0, I think UNW will achieve revenue neutral by the end
of next quarter (sept) which will be a surprise to the market (they need only about 45,000 customers to break even not as stated by some 70,000 which was the initial capacity of the network and not the breakeven number) and it will have a major impact to its share price maybe up to a $1.00 with more to come if it really becomes a threat to Tls or someone else.

Re: Where will TLS head???

Phew, down 20 cents & 27 million traded in the 1st 17 minutes

Re: Where will TLS head???

TLS is doing the red baron.

Thanks to Burgess's comments last week, "I would not recommend Telstra shares to my mother" the government is now going to have to move a bit quicker on revising the current media ownership laws.

Unwired is not going to effect Telstra business. Telstra already have an wireless service, which will be quicker then Unwired, with 3G. The Telstra version of 3G is being launched this week.

Growth for Telstra is not going to come from tradional revenue streams i.e. domestic and business fixed line, ADSL, mobile or Broadband.

Telstra growth will come from media content delivery through a convergence of media platforms, that will operate on Telstra networks.

Re: Where will TLS head???

Yippyio said:

TLS is doing the red baron.

Thanks to Burgess's comments last week, "I would not recommend Telstra shares to my mother" the government is now going to have to move a bit quicker on revising the current media ownership laws.

Unwired is not going to effect Telstra business. Telstra already have an wireless service, which will be quicker then Unwired, with 3G. The Telstra version of 3G is being launched this week.

Growth for Telstra is not going to come from tradional revenue streams i.e. domestic and business fixed line, ADSL, mobile or Broadband.

Telstra growth will come from media content delivery through a convergence of media platforms, that will operate on Telstra networks.

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That may be so....but taking an axe to telstra is not to do business..I agree thinks have to change but not at the expense of small shareholders..this handling of this business is NOT professional...As the Goverment said...the Mexican thinks he runs the country..THE GOVERMENT RUNS THE COUNTRY...I was not happy with the Choice of CEO in the beginning well here we got the s...t just hit the fan I am sure negotiation would have been the way to go forward not using an AXE...Sol if he carries on like that will be replaced smartly....the sooner the better.....

Re: Where will TLS head???

Looks that ‘Three Amigos’ follow typical scenario for US bread CEO’s.

They come and cry poor, company is almost collapsing, everything is wrong.
Then, due to their interference things turn around and CEO big name gets bigger.

Of course this doesn’t have to be the case, they could be really something.

Re: Where will TLS head???

Yippyio said:

Unwired is not going to effect Telstra business. Telstra already have an wireless service, which will be quicker then Unwired, with 3G. The Telstra version of 3G is being launched this week.

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I have to disagree on that one Yippyio. My profession is Information Technology, and I do know for a fact that the service that WiMAX can provide is a phenominal advantage to Unwired over every other telecommunications service provider in the country. Im sure ive already said this, but Unwired own the WiMAX spectrum. Thats why Intel has just made a deal with Unwired, and not Telstra, because the understand the benefit to them in the future will far outway the costs right now.

Re: Where will TLS head???

Thanks for the heads up on that El Ninjo, TLS is just getting smellier and smellier.

So the question remains, "Where will TLS head ?"

Well Confucius says, "Try to pick bottom and you get smelly finger"

Re: Where will TLS head???

But isn't there also a huge cost difference between wireless and 3G?

I have always thought that though Telstra have had problems with regulations, with all of their property and huge cash-flow they had huge opportunities. They could have put a huge broadband wireless network through-out Australia. San Francisco is introducing a free wireless network through the city. Instead of Telstra doing it, others have made the running and with VOIP and so-forth the only way for Telstra is down.

Because of the distance to the nearest exchange I was never going to get ADSL, Telstra took two months to tell me that I was too far away for ADSL and didn't even try to discuss alternatives.

Somebody has just put a wireless tower near me with reasonably priced broadband. Why couldn't Telstra do this for both voice and internet?

MIT

Re: Where will TLS head???

mit said:

But isn't there also a huge cost difference between wireless and 3G? I think that is where Telstra has shown it's style. Think of all of the cash it has and all of the properties it has access to. It could have put up a huge wireless network. This is where it is going to get unstuck and has missed opportunities.

MIT

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There is a huge cost difference, it costs alot more to run a 3G network than it does a WiMAX/WiFI network. 3G only works at very short distances, where as WiFi/WiMAX technologies work at upto 6/50km's respectively. Less equipment to put in, greater range and at higher speeds. For me, its pretty self explanatory what is going to happen...

Re: Where will TLS head???

el_ninj0 said:

As Telstra refuses more and more to do anything about their ageing infrastructure, there more they will lose out.

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Exactly what the workers and unions have been saying for years.

It's the same thing again and again. Highly skilled, knowledgeable technical people are ignored (or sacked) by know-all managers and CEO's. Then the inevitable happens and those few left that know what they are doing try and patch it all up while management and CEO's make excuses for their own mistakes.

Who was right? Technical people were right as they generally are. They focus on what needs to be done for the long term, not how to prop up the share price for the next few months as management does.

Who was wrong? Management (as usual) putting the short term ahead of the long term.

It's always the same, management ideas come about, fail and then disappear. Then in comes a new management idea, it fails and disappears. Meanwhile the technical people keep the company, and the country, running.

Needless to say, simply doing more of the same isn't going to fix anything.

Re: Where will TLS head???

After this latest fiasco I hope those investigating the "market disclosure" aspect also check to see which, if any, family trusts, family related co's, etc, managed to fortuitously sell out after the Gov. got an early look at the real state of TLS. I think that maybe one late R.R. may be laughing.

Re: Where will TLS head???

Sheesh!! just watched Kerry Obrien grilling John Howard over tls ......

Howard correct on the most important piece..... They the government dont run Telstra!!!
Telstra Runs Telstra.....

And no wonder the govt want out!!

Be interesting to see what ACIC turns up.......Hmmnnnn


Arrwell interesting times... Im now cranky i didnt short the sucker

Re: Where will TLS head???

http://www.abc.net.au/news/newsitems/200509/s1459502.htm
http://www.abc.net.au/news/australia/tas/northtas/200509/s1459081.htm

Looks like it could be bye, bye Telstra if this communications over power lines project is a goer. Just won't need their infrastructure (apart from mobiles which is highly competitive) anymore.

And to think that those who are ultimately responsible for Telstra's lack of technical leadership and see selling it as the answer to everything also thought selling Aurora and Hydro Tasmania would be a good idea. Hmm... they don't seem to keen on anything scientific! Why would anyone want to sell off something that produces 60% of Australia's renewable electricity, is into hydrogen, broadband for the masses and even changes the weather (to make it rain more - another thing the other states ought to be looking at instead of water restrictions etc.). These "privatisation" people just don't seem able to think about the future.