Gartner2004年中國電信產業分析報告（英文版）.pdf19

No major joint ventures (AT&Ts still only one)
? Complex, vague regulatory landscape, “designed” to thwart foreign
involvement
? Basic penetration high> low hanging fruit gone
? Foreign infrastructure involvement in China highly unlikely
? Involvement in low key VAS, small scale ….but best opportunity
? International carriers serving MNC’s making incremental progress
? From NNIs…..to full POPs in gateway cities …..to POPs deeper in
China.
? Investment restricted to support of MNC clients
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