Normal
I feel its more of a consequence of changes in the communications industry, specifically, Telstra rationalising parts or silos of their business, NBN being dragged from a monopoly on fibre services.I think there is room for agile, nimble providers of fibre, 5g and SaaS.But whatever your view, the market obviously likes the story of acquisition and management.Up 3.5% on a quiet day on the ASX...I hold UWL, OTW...
I feel its more of a consequence of changes in the communications industry, specifically, Telstra rationalising parts or silos of their business, NBN being dragged from a monopoly on fibre services.
I think there is room for agile, nimble providers of fibre, 5g and SaaS.
But whatever your view, the market obviously likes the story of acquisition and management.
Up 3.5% on a quiet day on the ASX...
I hold UWL, OTW...
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