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作 者:叶武滨
出 处:《中国电信业》2002年第6期33-37,共5页China Telecommunications Trade
摘 要:当分营、剥离、重组、分拆都已成往事,以IP为主要特征的下一代网络融合已逐渐被各运营商付诸实施的今天,有关电信运营商的下一个战略动向在哪里? 电信市场已今非昔比。除了市场和技术,旁枝末节的因素还有很多,但确定的结果只有一个。所有的细节正在重新定义一个新的电信时代的来临,这意味着电信业下一个投资重点即将从网络竞争时期下以硬件为主的投资重点转向服务竞争时期下的软件投资。其实,这场角逐早已在电信业界悄然展开。At a moment when business separation, spin-off, reorganization and split-up have all turned into bygones, and the integration of NGN featured by IP is gradually being implemented by all carriers, a question in our mind is: where should carriers head on in their next strategic move? The landscape of telecom market is no longer what it used to be. Besides the market and the technology, there are dozens of non-essential factors yet to be stressed. But all in all only one result is coming. So all the details are re-defining the advent of another new telecom era. implying that the telecom industry has to redirect its next investment focus, namely, to shift the dominance of hardware investment in the network competition era to an emphasis of software investment in the service competition era.
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