呢幾日，都已經有好多分析和黃（013）業績嘅文章，孫柏文都唔多講。我覺得最重要嘅數據，就係自從和黃3G推行「收費文化大革命」X-Series之後，3G嘅上客量數據。我記得，和黃主席李嘉誠曾經喺1月初講過，話3G全球上客量達到1400萬。到出業績報告，和黃話到3月21日，3G有1470萬客，不過不失。
始終X-Series推出不久，如果下次報告嘅上客量好差，就等如X-Series冇用，而因為X-Series已經係最終極嘅收費模式， X-Series救唔到3，就真係冇嘢救到，執咗佢算。我建議大家繼續持有和黃，到下次中期業績出街時再作決定。
Subscribe to:
Post Comments (Atom)
Dear 孫兄,
ReplyDeletethis is Albert again,last week I read newspaper,know that Hitchison is planning to issue bond to save Austrlaia 3G.I also wish 3 can introduce X-series plan to Australia,because it will make a revolution of the wireless internet service plan.In Aus,Vodafone and Telstra are still providing wireless internet service with download limit.If X-series introduced,I beleive 3 Australia will get a large market share no matter in mobile phone or wireless internet service.Although larget market share doesn't mean profitable,it is a necessary step to do so.
Some additional information
ReplyDeleteAll broadband(non business) in Aus usually has download limit and very expensive...damn,the fastest one is ADSL 2+,just like HKBN bb25
Now 3Australia is providing AUD49/month with 1Gb downdload limit,HSDPA
If X-Series mode introduce to Aus,I beleive 3 can attract people to use wirless internet rather than fix line broadband.
oh,forget to say 祝工作愉快
ReplyDeleteBest regards
Albert
Hey Albert,
ReplyDeleteWhen I went to Australia for a vacation back in 02, that was the very first time I felt I was literally falling off the edge of the world.
Thats where Australia is, the internet connection was slow and very expensive.
It was the first time that I felt that instead of being in the internet, I was plugging into.
Anyhow, there really are no cash need by hutchison. They do have plenty of cash.
Lets keep an eye on subscriber rates. That X series is picking up slower than I have hoped.
Shuen