LET IT BE THUS AND ONLY THUS

Hi to all those who are long on THUS...

Especially BJ...(Hi mate)

It's been a while since I posted here, but I've been keeping a weather eye on the price...

I've been giving this one some thought over the last few weeks since the interims, and unless THUS concentrate on those areas it can excell at, such as routing, and providing low cost backbone services, then it will struggle as the telecoms market hots up, with European/Multi-national operators constantly looking for cheaper, and cheaper costs.

My own view is that telephony services will become VERY commoditised over the next five years, and competition will force smaller operators to merge with others to gain marketshare, and to build a financial wall against people such as BT, and Deutche Telecom.

All in all, I can't see much scope for growth in the long term unless THUS goes on the acquisition trail.

Thoughts anyone?

My expectation is that we won't see much more than 30-35p for some months, until the finals perhaps, and then it will of course depend on what they bring.

Of course a good result there will raise the bar...but I think my money would be better placed elsewhere...There's GOLD in them there tills..:¬))

W.