If analyst group CEG speaks on behalf of Optus, it looks likes we can assume the carrier has given up on its chances of winning the coveted NBN (national broadband network) tender being considered by the Department of Broadband, Communications and the Digital Economy.
Labor's policy of socialised broadband has certainly proved much harder than the party believed it would be back when it was in Opposition, but it is Telstra that stands to lose the most from the NBN - and that applies whether it loses the NBN contract or wins it.
Sometimes, a well-placed and well-timed letter can make all the difference. Other times, it can make no difference at all and even hurt your case. This week's missive by the Competitive Carriers' Coalition, I would suggest, falls into the latter category.
The vision of the future BT portrayed this week at an Australian conference was so far removed from how Telstra's David Quilty has described the British telco that I wonder if they were talking about the same UK.
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