Australia - Telstra in Transition

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Last updated: 23 Aug 2010 Update History

Report Status: Archived

Report Pages: 6

Analyst: Paul Budde

Telecom Investment Research Note

Synopsis

Telstra is now a company in transition. It has made a firm commitment to change, based on a structural separation of the organisation. The future of its infrastructure business has, in principle, been secured through the Heads of Agreement it has signed with the government. The $9 billion deal will secure the company an annual flow of around $1 billion.

However, it will now also have to protect/safeguard/preserve its other business, and interesting strategies have been mooted during recent announcements. These all clearly indicate to BuddeComm that the company is transforming itself in order to maximise the new opportunities that are ahead.

Since it will have to take into account the present as well as the transitional period ongoing regulatory conflicts with the industry seem inevitable, at least for the foreseeable future.

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Paul owns and manages the world's largest online Telecommunications Consultancy and is very active on the international telecommunication scene. A very hard worker who is extremely well informed and well connected with all tiers of the ICT industry. He is the force behind the NBN project implementation and a catalyst for the progress of the Digital Economy between the Industry and the powers that be, in the government

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