I don't think I'm stepping out of line when I say that every good analysis combines facts and opinion.
Say what you will about Senator Stephen Conroy, but he is clearly not a man afraid of confrontation. Well, he'd better not be, because by killing off the OPEL WiMax project he has just set himself up for a battle with Telstra of Biblical proportions or a big meal of crow washed down with a $4.7 billion gift to SingTel Optus.
The world of speculative telecommunications investments has quieted down considerably since the beginning of the decade, when hype-fuelled carriers plunked down billions to reserve the right to carry mobile phone calls, video calls, and massive volumes of spam at high speed using then-fanciful 3G mobile technology.
It wasn't too long ago that vendors still made a lot of their money through equipment markups. Telcos were the same, with comfortable profit on ISDN, STD calls, calls to mobiles and other heavily used services padding out financial reports.
We truly live in the lucky country, what with being able to easily change our mobile ringtone to the song from the VB ad. Others are not so fortunate.
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