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China's Telcos Gun for the Corporate Market

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Jul 18 2008
China Telecom and China Unicom (via CNC) are looking to Corporate ICT (information and communication technology) services to boost growth pressured by the continuing decline in voice traffic. These strengths will bolster both fixed-line carriers from the inevitable attacks from China Mobile. China Mobile may benefit from mobile broadband technologies, although it is burdened with TD-SCDMA for the time being which will defer the competitive challenge. Emerging firms like Alisoft (part of Alibaba) and DigitalChinaBB will challenge fixed-line carriers in the emerging Software as a Service (SaaS) market. BDA believes fixed-line incumbents need to invest more in R&D, a powerful platform and specialist teams to improve their capabilities in order to compete successfully in this crowded market.
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