Thursday, November 23, 2006

印度寬頻追上來

香港電訊市場令人引以自豪,如擁有最高滲透率的流動電話市場,逾100%的比率,代表一人可能多於一個流動電話戶口,而寬頻服務滲透率亦跑在前列位置,但來自海外市場的挑戰不容忽視。原來繼台北發出挑戰書後,被視為印度「矽谷」的班加羅爾(Bangalore)也緊跟台灣,準備建立一個覆蓋全面的Wi-Mix無線寬頻網絡,反映香港不能再慢吞吞,讓其他城市超前。

班加羅爾這個城市為印度高科技公司的重鎮,當地設有不少高科技公司及科技研發中心,光是當地的印度電腦工程師已佔全印度30%。該市最近決定建一個覆蓋全市696平方公里和附近城鎮約470公里的面積的Wi-Mix無線寬頻網絡,屆時只要拿着手提電腦或無線上網設備,便可隨時使用寬頻服務,傳輸速度最終可達2Mbps,分分鐘快過用手上網。

更重要的是,印度幅員甚廣,這種技術可減少固網建設的大型資本投資,拉近城市和郊外居民的數碼鴻溝(Digital Divide),同時可發展更多電子服務如遠距離教育、醫療等。

所謂Wi-Mix,其實是一種新無線寬頻技術,特點是具漫遊功能,發射站覆蓋以每平方公里計,與現時香港一般電訊公司採用的Wi-Fi技術不同,因Wi-Fi主要覆蓋室內地方,只能在固定地點上網,不具備流動功能。雖然美國有些地方如洛杉磯、矽谷和三藩市都提供該服務,但只局限於某些地點,而非全面覆蓋。不要小覷這種技術,只要固網公司建設Wi-Mix網絡,便可直接挑戰現時3G經營商的流動數據服務,香港消費者有多一種選擇。

可惜的是,本地電訊市場面對股權爭拗困擾不絕。李澤楷當年加入爭奪電訊盈科(008)前身香港電訊股權開始,已經不斷創造新聞,知名度之爆燈程度簡直無出其右。奈何連同今次售股權予梁伯韜的交易,已叫人摸不著頭腦,究竟李先生有心長線做生意,還是只是一名Dealer,即交易手,實行左手來,右手去,賺中間差價兼享受高見報率呢?

美經濟放緩的警惕
正當禤中怡昨日提出花無百日紅,美國財長保爾森(Henry M. Paulson) 立即加入報憂行動,將該國經濟增長預測幅度調低,相信讀者在財經版已了解。

禤中怡提出的是,市場憧憬經濟放緩,息口有望不加外,更會有望掉頭向下,而利率降低的好處就是企業所承擔債務的利息成本減少,個人投資者更會放棄在銀行儲蓄或定期存款戶口中所獲的些微利息,轉而找尋更高回報,當中部分資金可能投入債券和股票市場,而昨日各地股市瘋狂向上,相信也是大戶借勢的動力。

的確,這是基本宏觀方向,但大家需注意的是,經濟放緩的影響有正面也有負面,現時股市造好,不反映負面影響浮現時的悲慘景象。以日本這個經典市場為例,即使借錢息率低,不代表經濟活動十分活躍,所以息口跌是好消息,但若企業和投資者預見前景欠佳時,怎會借錢蝕息呢?當然,美國作為全球最大經濟體系,經濟增長放慢有助軟着陸,令多年繁榮情況避免過熱,喘息後可以再上路。不過,美國「打噴嚏」,亞洲「即感冒」,如新加坡貿易及工業部已提出警告,美國經濟放緩將使該國對其他經濟體系的出口需求減弱,從而拖累這些國家。經濟好,即使息率升,也可借錢投資賺取理想回報,但經濟減慢,下一步應怎樣走呢?

(11月23日刊於《am730》)

11 Comments:

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是Wi-Max, 不是Wi-Mix

 
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