In this week's essential reading guide Gottliebsen reveals the pain the government's broadband plan will bring Telstra, Bartholomeusz reviews NAB's refusal to pass on the rate cut, and Tony Boyd debunks fibre flexibility fears.
The government's fibre-to-the-home network exploits a loophole that will save around $40 billion that would otherwise be required to compensate Telstra. That's bad news for shareholders.
The NBN numbers game
Early modelling suggests that the operators of the new NBN will have to include large increases in access prices to achieve even modest returns for either the government or the private sector.
Howling down NAB
With even the mainstream media excoriating NAB for not passing on any of the most recent rate cut, CEO Cameron Clyne faced an impossible task in attempting to publicly explain the decision.
The fabric of our fibre
Concerns about the potential for the government's NBN proposal to be out of date by the time it is built may be unfounded thanks to the emerging flexibility of fibre networks.
Q&A with Isabelle Oderberg and Tony Boyd
Shadow minister for broadband Nick Minchin, Terria chairman Michael Egan others give their verdicts on the government's new NBN plan.