Tuesday, May 08, 2007

寬頻藍海變紅海

科網熱潮因Google的加入而令互聯網內容供應商(Internet Content Provider,ICP)再成市場焦點,但曾視為「藍海」的互聯網接駁服務供應商(Internet Service Provider,ISP)行業亦已因市場全面開放,以及上客量漸見飽和而走入「紅海」階段,以前賣寬頻服務「易過借火」,做「街霸」收入豐厚,奈何今日儘管經營商數目已大為減少,留下來的實力也不弱,可是淘汰出局的倒數時鐘經已響起。

看看3間本港上市的電訊商,就知日子並不好過。電訊盈科(008)作為藍籌股,以昨日收市價4.97元計,今年以來累積升幅才5%,至於面對失去英格蘭超級足球聯賽(英超)直播權的有線寬頻(1097)就更失色,今年累升只有1.6%至1.85元,反映投資者憂慮其前景。惟一表現較佳的就只有沒有雄厚大企業做股東的城市電訊(1137),股價昨日收市報1.39元,與年初比已升67%,算有交代,但前景仍存暗湧。

其中,促銷時若果處理不當,小心吸引對手反擊。話說電訊魔鬼王維基投訴電訊盈科(008)寬頻廣告有誤導成份,上周電訊(競爭條文)上訴委員會就裁定電盈於04至05年網上行寬頻服務廣告為誤導,並需罰款。原來電盈一直聲稱有獨立寬頻6M傳輸速度,一般普羅大眾最關注的當然問是否夠快,但問題是電盈採用的技術名為ADSL,行內人就知這種技術的上下載傳輸速度有別,下載速度的確有6M,但上傳的傳輸速度只有640kbps,簡單而言,下載影片、檔案無問題,如果想將自己心愛的影片上載,恐怕需要一段時間方完成任務。

如果大家只是收取(即只下載資訊),相信難察覺分別,但面對互動需求日增,大家不只會滿足於收取資訊,如近期大熱的YouTube等多媒體資訊盛行,如果上載能力不足,必影響使用互聯網的樂趣。其實,大家只要多加注意,也可避免受贈品誘惑,不知就裡申請服務。

禤中怡最近同電訊界朋友談起,又聽到另一個奇聞。原來最近有網絡營運商將窄頻上網服務當寬頻服務賣。甚麼叫窄頻呢?對年輕人來說可能甚為陌生,因為傳輸速度只有56K!

簡單而言,目前使用的6M速度較56K起碼快過百倍,故窄頻服務在現今社會恐怕已成懷舊物品,但最大問題是,用戶若果支付寬頻月費,卻只有窄頻服務,豈非買貴貨?造成這種原因,可能與固網商只租用窄頻線路,然後聲稱提供寬頻服務,客戶不仔細審查,上網緩慢時,亦可能只以為網絡擠塞而已,相信今次電訊管理局又要出動查個究竟了。

另外,還有一樣東西,各位讀者也要小心留意,就是各大寬頻供應商的價格戰。禤中怡年前申請了XX寬頻,當時的套餐月費為169元,滿以為已經十分抵用,但在即將約滿的今天,竟發現價格低處未算低,在街上的XX寬頻推銷員推銷同樣的服務,只開價139元,較舊價再減30元,在百物騰貴的日子,竟有減價搶客,可見生意之難做。

其次,電盈的足球推廣攻勢將會在8月英格蘭超級足球聯賽開鑼時,進一步熱炒,不知到時PCCW會以甚麼奇招來「谷高」上客量,故禤中怡雖然很想快些轉換寬頻服務公司,但現階段還是只好按兵不動好了。

不過,若果大家都想轉換服務供應商時,必須注意原有合約要求,禤中怡知道有服務商要求客戶終止服務時,硬性規定,需於服務合約結束前兩個月提出,不能早亦不能遲,過早提出他們會勸你不要急於辦理,過遲則多收費,總之簽約前優惠多多,簽約後問題更多。

(5月8日刊於《am730》)

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