Friday, December 01, 2006

電盈賣盤落幕

電訊盈科(008)單deal終於「喎咗」,究竟李氏家族各人心情會如何?
禤中怡先申報,沒有持有電盈和他的阿媽(mother's company)盈拓股份。自從爆出電盈賣資產後,整個下半年的財經新聞便給李家佔據了,一時這樣,一時那樣,最慘是電盈股東的心情給李家弄致七上八落,恐怕電盈員工的心情也好不了多少,皆因經常出現易主可能,即使員工是甚麼新經濟、高科技分子,適應能力有多強,也會被這些急速變化所拖垮。

至於買家梁伯韜加入戰團,「撲水」之餘,還要回應李澤楷交予立法會的信件,簡直疲於奔命。對於他批評部分傳媒報道及揣測造成混淆,令小股東不理解交易的好處云云,似乎高估了傳媒的威力,但想一想,甚麼希望小股東否決售股交易,甚麼鐵票「圍飛」,足夠推翻出售建議等等報道,都是對交易引致負面影響居多,好像無人提好嘢(雖然不知道有沒有好處),莫非傳媒真的報憂不報喜?

此外,在盈拓股東投票前夕,《金融時報》(Financial Times)卻突然爆出中共中央委員廖暉曾插手電盈賣資產建議,究竟背後是甚麼用意呢?想提醒盈拓小股東有中央干預,還是另有所圖?其實,自電盈合併前的香港電訊已有前科,市場一直認為最終放棄新加坡電訊這個外資買家,選擇李澤楷的盈動,已表明電訊資產不容有失,必須由與中方關係密切的人士持有,估不到今次有人趁投票前夕爆料話中方早前再施干預之手。其實政府干預非新鮮事,在外國也有,可能只是性質不同。如01年瑞士航空面對債務危機,獲瑞士政府撥款2.78億歐元支持。在今次事件中,傳媒似乎再一次凸顯成為「消息人士」的喉舌,像上演電視劇般峰迴路轉,雖然最終打回原形,但過程值得大家深思新聞從業員所扮演的角色。

至於李澤楷放棄投資電盈的心思路人皆見,未來電盈前景依然難以預測,再找買家也未嘗不可,相信鬧劇第一段落幕,07年或者又會再熱鬧起來。

內地統領制式與國際接軌
中國自改革開放後,國力壯大,「話事」能力越來越強,自然想藉13億人口的龐大市場去建立自己的地位。有報道指內地主要廠商計畫由08年起停止生產DVD播映機,轉為生產自主開發的EVD(Enhanced Versatile Disc)制式播映機。中國EVD產業聯盟秘書長張寶全話只會生產EVD和向下相容的EVD,而新科、夏新電子、海信與TCL等廠商下周會宣布升級計劃。

他更指19家廠商將公布52款EVD制式播映機,平均價格700元人民幣,與DVD機價格相若。至於6間內容製作公司將成立EVD內容營運公司作版權資源共用。目前,DVD機製造商須向外國專利者繳納高額專利費,故此國內公司大可藉此降低對外國技術的依賴,節省大筆專利費,而且EVD的影像清晰度是DVD的5倍。

全球電子產品製造商正把DVD制式UPGRADE,由Blu-ray和HD DVD兩大陣營爭奪,內地推自己的制式無疑可避免被外資侵蝕利潤,這種情況在流動通訊市場也正出現相同演變,就是自己開發、全球獨有的3G技術:TD-SCDMA制式,與全球使用WCDMA和CDMA2000抗衡。中國人多好辦事,但與經常提及與國際市場接軌似乎又是另一套做法。需知3G發展多時,設備、手機開發成本均下降,自行開發新技術是否具效益真不得而知,能否輸出技術就更是勝出關鍵。今次EVD攻勢能否打敗對手也要看其他國家會否仿效。

(12月1日刊於《am730》)

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