YTLE

klagigi

幸好还有用处The 2.3GHz WiMAX spectrum will facilitate WiMAX mobility services

bubi

WiMAX激励杨忠礼电商盈利
2010/10/04 6:01:02 PM
●南洋商报

（吉隆坡4日讯）至于杨忠礼电力（YTLpower，6742，主板基建股）的WiMAX计划，该公司预定在今年11月18日全国推行，此外，该公司也为 40万名大学生在校园里免费提供有限制的上网服务。

持有WiMAX执照的杨忠礼电商（YTLE，0009，创业板），每年将可获得7500万令吉的收费，以及当营业额达到58亿令吉以上时，将可以获得10%的盈利分享。

该公司管理层透露，杨忠礼集团的WiMAX功能会非常强大，不过，还不确定何时能为杨忠礼电力带来显著的盈利贡献。

此外，分析员也看好该公司先向大学生“下手”的策略，以便在未来将他们转化为付费的用户。

“透过杨忠礼电商投资杨忠礼集团的WiMAX业务，是比较低风险的，因为该公司不需承担巨额的投资，反而每年可获得7500万令吉的收费。”

分析员说，单单WiMAX业务就可将杨忠礼电商的净利翻四番。假设WiMAX业务的营业额达到20亿令吉，杨忠礼电商的税前盈利将剧增至2亿2500万令吉。

『每年将可获得7500万令吉的收费-杨忠礼电商还不成为ACE创业板的‘股王’？』

khokhokho

WiMAX激励杨忠礼电商盈利
2010/10/04 6:01:02 PM
●南洋商报

（吉隆坡4日讯）至于杨忠礼电力（YTLpower，6742，主板基建股）的WiMAX计划，该公司预定在今年11月18日全国推行，此外，该公司也为 40万名大学生在校园里免费提供有限制的上网服务。

持有WiMAX执照的杨忠礼电商（YTLE，0009，创业板），每年将可获得7500万令吉的收费，以及当营业额达到58亿令吉以上时，将可以获得10%的盈利分享。

该公司管理层透露，杨忠礼集团的WiMAX功能会非常强大，不过，还不确定何时能为杨忠礼电力带来显著的盈利贡献。

此外，分析员也看好该公司先向大学生“下手”的策略，以便在未来将他们转化为付费的用户。

“透过杨忠礼电商投资杨忠礼集团的WiMAX业务，是比较低风险的，因为该公司不需承担巨额的投资，反而每年可获得7500万令吉的收费。”

分析员说，单单WiMAX业务就可将杨忠礼电商的净利翻四番。假设WiMAX业务的营业额达到20亿令吉，杨忠礼电商的税前盈利将剧增至2亿2500万令吉。

『每年将可获得7500万令吉的收费-杨忠礼电商还不成为ACE创业板的‘股王’？』bubi 发表于 20-10-2010 12:47 PM

股王我就不知道，不過我知會是放血王

東馬也有過這種免费WiMAX 兩年，兩年過後它想收錢，但是政府通訊部門不通過，所以就.......不知如何了，听講有人要接手來做，不過不知是那一家了。

要了解，不止它一家做，而且還有幾家也是大型的公司，所以就算它免费，也不見的先賺錢，反倒是先貼錢下去，所以看誰的資金夠強了。

只不過因為它有後盾，就是別的生意可以支撐它發展，所以未來可否打倒別家電訊，如果真如他所講，會如早十多年前的便宜收費的話，那人民就有福了，因為不會受到別家的氣。

TM 現在也用了 本地CALL本地不用錢，而且也有出無線的家庭手機，就是可以帶出去，只要在本地就有線，就好像家庭電話一樣。
不過要有STREAMYX一起，才可以受用這。

再來，亞通也以更底的收費，來吸引人民上綱，DIGI和明訊也是如些，所以這一埸大戰，基本是看誰的條件和看誰能銷的住用戶，所以基本都是兩年合約的用戶多。

WI-FI 現在只要有線，都是免费的上綱，可以講，現在去到任何COPY HOUSE的店，大都有這服務，讓客戶使用免费的WI-FI上綱，所以未來WI-FI能否通話，這就看政府電訊部門要如何做了。

好像听講一但落實的話，也要收費用，到那時後，我看這些免费的WI-FI COPI HOUSE也大多數會關了WI-FI了。

現在基本的電訊公司會賺錢，也來自打電話系統。

外國的線路快，收費又便宜，大馬的線路慢，收費卻又高，人民苦不堪言，所以楊先生能否打破記錄，讓人享有跟高的上綱速度和更底的收費，並不是他講可以就可以，除非取消保護這問題，那就可以讓人民受益了。

所以去那兩家先推出的WiMAX的收費，更本就難和TM的STREAMYX和亞通他們比了。

bubi

楊忠禮通訊 下月中推出4G服務
更新: October 12, 2010 00:25
http://www.chinapress.com.my/con ... mp;art=1012bs06.txt

（吉隆坡11日訊）楊忠禮機構（YTL，4677，主要板建築）旗下的楊忠禮通訊（YTL Communications）將在11月18日推出4G流動網絡服務，投資至今近10億令吉。

楊忠禮集團（YTL Corp）董事經理丹斯里楊肅斌博士今日在簽約儀式后的記者會說，該項服務將透過1000個發訊基台，立即達到65%全國履蓋率。

“我們至今已投下25億令吉發展流動服務，相信全國履蓋率將在2011年初達到至少80%。”

今日列席簽約儀式的尚有國際貿易及工業部（MITI）部長拿督慕斯達法、公司執行董事拿督楊肅宏、楊忠禮通訊總執行長李永鉅，及Sezmi創辦人菲爾和布諾巴提。

寬頻滲透率上看70%

楊肅斌深信，4G服務推出后，將迅速協助大馬脫離中收入的行列，同時亦緊跟全球高科技步伐。

“根據世界銀行的研究報告，寬頻滲透率每提高10%，將推動國內生產總值1.35%。試想像，若我國寬頻滲透率增至70%。”

目前，寬頻滲透率僅有25%，他認為，大馬寬頻滲透率5年內將會提高至70%至80%。”

當滲透率達到100%時，將對經濟有極大幫助，及提供更多就業機會。

儘管如此，楊肅斌拒絕透露該服務的收費，並指出將在下月正式推出服務時，為公眾提供一次性的合理收費。

“公眾已厭倦所有儀器皆需額外收費的現象，我們希望所有人皆能擁有上網的便利，因此將推出更具競爭力的配套吸引用戶。”

1年內推出電視服務
未透露是否獲廣播執照

儘管4G服務主要基建已具備，混合電視服務與4G服務推出時間相隔1年，並且未透露是否已獲相關機構頒發電視廣播執照。

楊肅斌指出，目前大部分工程已完成，加上Sezmi擁有現成科技，相信電視服務可在1年內順利推出。

惟他未透露是否已獲得電視廣播執照，僅表示目前與政府和主要機關的關係良好，語帶玄機。

楊忠禮通訊今日與美國Sezmi企業簽署協議，聯合發展混合電視（Hybrid TV）；混合電視為結合傳統電視和最新網絡電視的新媒體科技。

礙于合約條款，雙方不方便透露合作金額，僅指出已投入大筆資金進行開發。

該公司即將進軍混合電視市場，楊肅斌面對競爭仍現大無畏精神，相信內容供應商會非常歡迎新業者加入市場，並且謝絕市場“獨佔主義”。

他以新加坡星和及新加坡電訊世杯播放權為例，指獨家分銷權已不再是市場趨勢，相信不久將來類似狀況在本地亦將不復見。

bubi

http://www.ytlcommunity.com/commnews/shownews.asp?newsid=56401

Astro has a fierce competitor

Malay Mail, October 15, 2010 By Amir Hafizi OVER the years, no service of any kind has been able to dislodge or challenge Astro's perch from high atop the paid-TV business mountain. The new deal between YTL Communications Sdn Bhd and Sezmi Corporation is the latest contender, offering a 'hybrid wireless TV' by the end of 2011, riding on YTL’s 4G platform set to be launched next month. What Sezmi brings to the table is a TV solution that allows content to be received from multiple sources, making it possible for subscribers to view both broadcast as well as Internet content, such as YouTube videos. History teaches everyone to be cynical, as addressed by YTL Corporation Bhd managing director Tan Sri Dr Francis Yeoh. "I know we Malaysians have been promised many things before, but I assure you that we will be delivering the goods,” he said, at a signing ceremony between YTL Communications and Sezmi at the Ritz-Carlton earlier this week. Well, perhaps the TV-viewing public has every reason to be skeptical. Most pay-TV platforms other than Astro's satellite incarnation has not been as big a success. There was the much-awaited MiTV which was launched in September 2005, but a little over a year later, it reportedly suspended new subscriptions and retrenched a significant percentage of its workers. Very little has been heard from them since. Meanwhile, MegaTV ceased operations in 2001. Fine TV is reportedly operating, but has not made much noise, while, DETV and Hypp.TV have also yet to make a nationwide splash. This new setup which has yet to be named, though, boasts of being a vital component in YTL's RM2.5 billion investment in 4G. Set to be operational next month, YTL boasts of covering 65 per cent of Malaysian homes by November with their 4G network and 80 per cent population coverage in January 2011. The first phase will encompass mobile internet and mobile voice (phone) services, while the second will include mobile as well as fixed TV. The TV component seems to be the sexier part of the service being offered, and having gone with Sezmi, YTL seems to be confident that they are choosing the right means to capitalise on their 4G platform. The short demonstration by Sezmi co-founder Dr Buno Pati shows an ideal way to watch TV, which puts the control in the viewers' hands. Demonstrating Sezmi's flexible technology across many devices, it is possible to watch content on mobile devices such as smartphones (YTL is fully supporting the Android platform), iPads and even continuing it on today's sophisticated TV screen. You can even record everything on a video recorder and enjoy all the standard features on complete deluxe packages from either Astro or Telekom Malaysia's Unifi IPTV offering. With the added advantage of broader coverage via 4G, it sounds good. Yes, the system works. Though it remains to be seen how fast is 4G really in Malaysia, where some other products boasts of being 'broadband this' or 'broadband that' for years but is nothing near the speeds of real broadband, which was just made available fairly recently. All this will be answered in the coming weeks. Perhaps two things need to be watched to see whether this new partnership can be a serious contender – cost to the consumer and content. "We will make it very affordable and reasonable to the consumer,” said Yeoh, while declining to mention how much it will really be to the man on the street. He expounded on the fact that the new 4G network does not suffer from any legacy issues and does not need to feed old, dinosaur systems, thus able to keep costs down. Starting things from a fresh slate allows YTL to forget past costs because there isn't any, so it works - in theory. As for content, Sezmi believes that exclusivity is no longer a guarantee, citing examples of how SingTel won the rights to show the recent World Cup 2010 in Singapore, but was asked by the island nation's government to share their rights with rival Starhub. "The content providers are mostly very supportive of us, as they are saying that they are having difficulties to make money online. This system will make possible internet commerce,” said Sezmi co-founder, chairman and president Phil Wiser. "We have experienced great enthusiasm from them and they like the competition, as it will generate growth.” This is a key thing to watch out for, as sports channels already available on other platforms are also said to be backing Sezmi's system. It can be said that TV in Malaysia may be won or lost based on football content. If Malaysians can watch the English Premier League and other sporting events on their as-yet unnamed platform, then we would really see a fight. "We believe that anything that is controlled will not be supported. Exclusive content is not going to work,” said Wiser. "We are also open to work with any and all parties to provide content to the consumer.” However, Wiser declines on naming any of the potential channels or shows that will be made available on the platform, saying that negotiations are under way. Nevertheless, the prospect of getting previously unavailable channels such as Syfy (Caprica, WWE), and other providers such as Showtime (Spartacus), CW (Gossip Girl) and Comedy Central (Futurama) can be mouth-watering for some. Some of the content will not be through linear channels, though, as there are possibilities for viewers to purchase movies and shows straight from providers or movie studios such as Universal or Warner Bros. via the platform. The demonstration also showed how the US system works, offering US$0.99 (RM3.05) movies as well as free On-Demand content. How this capability will be used, and how much it will cost remains to be seen. Wiser also commented on the possibilities of generating local content, a statement echoed by YTL Communications chief content officer Kathleen Syron. "We are very passionate about local content,” said Syron. "However, we believe that the platform will change the manner of programmes you see and how you see it.” Unfortunately it will be a year, at least, before we know what exactly will be available on the platform, and how much it will cost. The signing was also attended by Minister of International Trade and Industry Datuk Seri Mustapa Mohamed, who said, "We are very proud of YTL's achievement. This is yet another step towards Vision 2020, turning Malaysia into a digital hub in the region. "With over two billion people in the Asia-Pacific region, this is a good opportunity indeed. And hopefully, this endeavour will create lots of quality job offering in professional, creative and technical services.” Indeed, if the new system is as attractive as the players make it to be, viewers as well as the Malaysian public in general can only gain from it.

bubi

Ytl communications jointly owned by YTLP 60% and Bara Aktif 40%. Should be some sort of profit sharing in the later part. But i believe
should be 100% funded by YTLP.

Ytle
provide technical services for YTL COMM.

http://www.investalks.com/bbs/vi ... ;extra=&page=18

40%盈利需分配他人，部分盈利需分配母公司，75million和10%盈利需给ytle, YTLP 股东可能得不了最大利益。
最后结果 YTLP 充其量为其融资，创建业务工具，然后 EPS 上升少许而已。

bubi

All eyes on YTL’s WiMAX launch         PDF         Print         E-mail
Written by Insider Asia   
Wednesday, 20 October 2010 14:38
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http://www.theedgemalaysia.com/i ... s-wimax-launch.html
YTL Power International is gearing up for the nationwide launch for its WiMAX broadband services — although details on its offerings and pricing structure are still very skimpy.

The company, which owns 60% of YTL Communications, holder of the wireless broadband service provider licence, has fixed Nov 18 for the launch, after several rounds of delay. If all goes to plan, the day comes more than two years after P1 — a unit under Main Market-listed Green Packet — first introduced WiMAX broadband services in the country. YTL’s ambitions, however, are far loftier.

P1 opted for a step-by-step, learn as you go along approach, gradually extending its network roll out and coverage. Its primary target market, at least for the initial phase, is the fixed broadband segment — high-speed Internet access delivered to homes wirelessly. As such, P1’s main competitor is Streamyx.

The company also offers mobile broadband services — Internet access via a USB dongle or WiMAX-embedded laptops and netbooks. However, with limited coverage areas the service is more often termed nomadic broadband rather than true mobility. P1 expects to offer the latter as it continues to widen coverage, targeted to reach 45% of the population by end-2010 and 65% by 2012.

Launching with a bang
By contrast, YTL Comms is planning a nationwide launch, with the claim of 65% population coverage — from 1,000 base stations — right at the outset, and which will increase further to 80% by early 2011. It is reported to have invested about RM1 billion of the estimated RM2.5 billion of planned capital expenditure, to date.

With that level of coverage, it will be able to offer both fixed and mobile voice and broadband services. That means its potential market would include not only the fixed home broadband segment but also heads up against the cellular players in the voice, mobile broadband and mobile Internet (Internet access via handsets) segments.

Aiming for quad play
In fact, YTL Comms aims to go much further. Earlier this month, it inked a licence and service agreement with US-based Sezmi Corporation to deploy hybrid TV — comprising traditional, live over-the-air broadcast as well as over-the-top on-demand online content — in Malaysia and the Asia Pacific.

The company plans to launch the service in the domestic market by end-2011, completing its target for quadruple-play — offering ubiquitous broadband, video and voice services. News reports suggest an investment cost of between RM1 billion to RM2 billion for the TV offering.

How will it fare in an intensely competitive environment?
It is far too soon to tell how YTL Comms will fare in the already intensely competitive environment.

The fixed voice and broadband market segments are currently dominated by Telekom Malaysia while the three biggest celcos, Maxis, Celcom and DiGi, have a stranglehold on the mobile voice, mobile broadband and mobile Internet markets.

It has deep pockets. But then so do the telcos and perhaps more importantly, they have already built a huge subscriber base. Working in YTL Comms’ favour is the fact that its WiMAX network is data-centric, designed primarily to cater to our growing demand for bandwidth, anytime, anywhere with voice added as a secondary capability. Still, it is no easy task for a new entrant to lure subscribers away from their existing service providers.

As a startup, P1 has done quite well, signing up over 200,000 subscribers since its launch in August 2008 — and targets reach 280,000 by the end of the year. However, it is off the pace that was originally expected due, in part, to teething problems and stiff competition. P1 hopes to break even at the operating level by early-2011.

The limited number of WiMAX-enabled consumer devices could also pose a challenge. The recent introduction of WiMAX-embedded laptops from major manufacturers like Acer, ASUS and Lenovo has yet to pick up momentum and there are few WiMAX-enabled handsets in the market. Certainly, their number lags far behind the relatively mature 3G ecosystem today.

Internet business raises risk profile
YTL Power’s existing power and water utility businesses carry relatively low risks with predictable earnings and cash flow. Diversifying into the Internet business raises its risk profile, adding the element of uncertainty to earnings.

Given the high upfront capital investments and rising subscriber acquisition costs, the Internet business will most certainly be in the red for some time — the average turnaround time for a telco is roughly three to four years — although the quantum of losses remains less clear at this point.

YTL Comms will have to ramp up its subscriber numbers pretty quickly in order to recoup its investments in an industry where rapidly changing technology means continuous capital spending. Case in point, Celcom, Maxis and DiGi are, collectively, planning to spend over RM3 billion this year to expand the breadth and depth of their networks. And the telcos are already plotting a migration to the next generation platform — called LTE, which will be based on the Internet protocol, much like WiMAX — even as they continue to roll out their 3G networks.

Stock fairly valued pending greater clarity on Internet business
Uncertainties could weigh on YTL Power’s share price in the foreseeable future. It would not be surprising if investors remain skeptical pending clearer evidence of success.

Earnings from its existing power and water utility businesses are expected to remain steady. We estimate net profit at roughly RM1.2 billion in FYJune11. That implies the stock is pretty much fairly valued at about 15.4 times our estimated earnings at the current price of RM2.33 — in view of its heightened risks.

Positively, YTL Power should maintain its generous dividend payout. Dividends totalled 13.1 sen per share in FY10. Assuming the same level of dividends in the current financial year, shareholders will earn a net yield of 5.6% at the prevailing share price. The stock will trade ex-entitlement for final tax-exempt dividend of 1.875 sen per share on Dec 3.

To recap, YTL Power is the first independent power producer in Malaysia — it owns and operates two power-generating plants with capacity totalling 1,212MW. In 2002, the company extended its reach beyond local shores by acquiring Wessex Water — a UK-based sewerage and water operator supplying 1.2 million customers.

Two years later, it bought a 35% stake in Jawa Power, an independent power producer with a 1,220 MW coal-fired plant in East Java, Indonesia. In its latest foray overseas, YTL Power acquired Power Seraya, a Singapore-based power generator and wholesale-retail utility company. — InsiderAsia


Note: This report is brought to you by Asia Analytica Sdn Bhd, a licensed investment adviser. Please exercise your own judgment or seek professional advice for your specific investment needs. We are not responsible for your investment decisions. Our shareholders, directors and employees may have positions in any of the stocks mentioned.


This article appeared in The Edge Financial Daily, October 20, 2010.

gto28

我给大家一个idea。

现有3G技术，是建在无线电话用途上，for voice only。所以voice加上data transmission的话，是有限的。
WIMAX是4G技术，是建给voice和data两样。YTLP的4G是使用2.3GHz频率。 请不要把2.3Ghz 当成 2.3G

现有telco的其中一样重要income是靠call rate，比如 1分钟 15分。你要现有telco转型+upgrade专攻data？很难的。它们没有可能放弃。YTLP没有现有telco的负担。

如果我有wimax service，我会怎么做？我不会单单注重 data download而已，我看中的是省钱的VOIP， voice service。可以看得出的是 YTLP将把call rate 改成以data rate来计算。比如 X KBytes 是 Y分钱。所以可预见的是电话收费将会非常便宜。

那么支援wimax的电话有吗？有的，大把，可以上网找找。大马有需要，电话商就会帮你import进来。

由于TMNut掌握大部分Undersea cable（不是全部），YTLP占不了多大优势。所以要赚钱，必须再靠国内 voice service。
现有telco 再不改变策略，可以准备去跳楼了。

如果我是FRANCIS Yeoh， 你们subcribe我的wimax service 只需要给fix fees，voice service不收你钱。然后就等你们多数人转换wimax，用wimax phone了。当现有telco死光，我再向你们收call rate。

如果我是FRANCIS Yeoh，我不会搞 TV。没人要的，相信我。

如果我是FRANCIS Yeoh，我尽量不会把盈利转移，而是好好的reward我的YTLP股东。ytlE坐享其成，真是XX的。

khokhokho

如果我是FRANCIS Yeoh， 你们subcribe我的wimax service 只需要给fix fees，voice service不收你钱。然后就等你们多数人转换wimax，用wimax phone了。当现有telco死光，我再向你们收call rate。
gto28 发表于 25-10-2010 01:11 PM

早期P1 也是講夠快，但是卻為何還是有人講太慢，原因在那里?
我看了，最後得利者是 TM 因為它不必和它們去爭什麼 3G-4G和wimax，它照樣可以發展下去。

有時真是替那些早發展的wimax業者，可憐~
以下是這位綱友所講的一些分析技術問題，我轉貼他的看法。
最近WiMax競標的消息炒的沸沸揚揚，通過第一階段審查的8業者搶食6張執照，有許多人把它當作打倒最後一哩被中華電信獨占的Silver Bullet。很多人相當期待，但我必須再這裡提出一個不一樣的看法，澆大家一池的冷水。臺灣固接網路市場因為中華電信獨占的關係，和鄰近的日本韓國比起來相當昂貴，頻寬也不怎樣。說到台灣的固網市場就覺得很悲哀，目前中華電信的市話市佔率高達95%，其他固網業者不鋪線路，到是想要中華電信直接開放用戶迴路，想要不勞而獲還真是好笑，當然我也不是說中華電信獨占比較好，但問題是開放民間固網業者來競爭，就是要打破中華電信壟斷用戶迴路的局面，現在可好了，台灣固網的蔡明忠曾說：「沒有用戶哪來建設？」，擺明了不想建設固網。不但不想鋪線路，還直接租中華線路，讓中華每個月跟使用者收那貴到嚇死人的電路月租費，中華電信不但沒感受到競爭壓力，還賺得荷包滿滿滿，結果現在台灣固網被台灣大哥大併購。速博也即將被遠傳所併購，亞太也被力霸王又增搞到半死不活，嘿嘿，固網業者又剩下一家中華電信獨大了。真是奇怪啦，當初中華電信這些電話線可是用全民的納稅錢去鋪設的，現在卻變成民營公司生財的金雞母，政府也有責任，為了錢殺雞取卵，賤賣電信迴路國產，抱怨完了，回到正題。


現在有許多人似乎把WiMax當做取代ADSL電話線用戶迴路的媒介，Wimax號稱有30英哩的傳輸範圍，還有75Mbps的頻寬，看似比ADSL好很多，但有件事情卻是所有新聞媒體都沒有講到的，這75Mbps的速率是在訊號強度良好的情況下才有這種傳輸速率，據估計不會超過1km，還有咧。75Mbps也是基地台用戶所共有的傳輸速率，就好像高速公路雖然寬敞，但是卻不可能只有你一個人在跑，當人多的時候就會塞車，WiMax也是一樣。我們做個假設的模擬環境，看看WiMax是否真的能負擔固網所需要的頻寬，假設一個WiMax他的服務半徑只算1km好了，那麼面積就是3.14km2，都市的人口密度不要算太高，只要每平方公里3000人就好，其實台北和高雄都會區人口密度都有每平方公里上萬人，這樣算來那一個基地台可以涵蓋9140人，假設每個家庭有3人，且假設只有40%的家庭申請這項服務，也就是1256個用戶，又假設尖峰上網時刻會有80%的用戶上網，得到約1000個用戶，也就是說在尖峰時間每個人平均只能分到75kbps，簡直跟撥接一樣慢，還得祈禱沒有人用P2P之類佔頻寬的軟體把頻寬資源搶光，這還是很保守的估計，實際狀況只可能更糟。要達到真正算是"寬頻"的狀況的話，集縮比應該至少要有1:10，每個人提供8Mbps頻寬，那一個基地台最多只能服務不到100個用戶，而且還是基地台無線電波訊號最佳化的情況下。這大約要每隔數百公尺就要一個基地台，現在這種基地台密度環保聯"曚"就整天哭天喊地說腦袋會被煮熟了，環盟這種恐怖的過敏原還讓許多人感染了電磁波過敏症，跌倒瘸了腿也說是電磁波害的，在這種全民反基地台建設的環境下有可能增加這麼多基地台嗎?WiMAX基地台有容身之處嗎？這還沒考慮這麼多基地臺後端backhaul要如何連結到網際網路上，想一想我覺得還是ADSL比較簡單。


那麼WiMax在台灣真正可能的用途是什麼?我想應該是和作為鄉村地區的最後一哩解決方案，以及和3.5G共同提供行動上網的服務，而不是要直接和固網競爭。鄉村地區人口分散，所以建設高速固網線路困難，這裡就是固定式WiMax一個很好的切入點。移動通訊方面，WiMax所能提供的移動性雖然比3.5G差一點，卻比WiFi好很多，頻寬也大的多，以後不需到處找熱點了，也不需要用緩慢的3G網路，用WiMax將可以在移動裝置上實現高畫質的影音傳輸，甚至取代記者SNG連線，直接利用WiMax隨時隨地傳輸大量的多媒體資訊，這是WiMax做得到的，但其他技術卻難以做道的，這才是WiMax的利基。若純粹要和固網專線寬頻硬拼頻寬的話，VDSL可以提供100Mbps的頻寬，ADSL2+也可以提供24Mbps的頻寬，而且是到機房的專線，不須和別人共享，當然各家業者有他們的集縮比，但那都好解決。WiMax看似無線卻有限，ADSL看似有線卻無線，因為無線電波的特性就是廣播，就是共享，同一個區域所能得到的頻寬有其上限，但ADSL或其他的有線裝置需要更大的頻寬只要多牽幾條線就可以解決了。

另外一種破壞市場現有機制的可能性就是WiMAX Phone，雖然NCC有說什麼WiMAX只能提供資料服務，不能提供語音服務，但是在封包網路的世界裡誰管理語音還是數據，一律當作封包傳輸而已，要用VoIP的技術在WiMAX上提供語音服務也是相當簡單的，若是WiMAX業者推出包月的數據服務，再利用WiMAX Phone就可以讓使用者打電話打到飽，這將具有相當強大的吸引力。且現在的語音壓縮技術發達，一個語音串流也才10kbps的流量，根本耗不了WiMAX基地台太多的數據頻寬容量，或許這會是個殺手級應用，當然前提是WiMAX包月要夠低廉，以及WiMAX Phone夠普及。

這次WiMax競標相當激烈，已經可以看出大概跟3G一樣是用賠本價惡性競爭，3G就是一個前車之鑑，3G虧的錢還得用2G來補，反而會造成業者惡性競爭，拿到執照後只想要趕快收錢，不建設，等到撐不下去就趕快賣出獲利了解，真是完美的騙錢計畫啊，尤其是那個嘴砲大眾電信用超高特許費搶標，等搶到執照後就跟大概就跟那些固網業者一樣只想等著收錢，不建設。頻譜本來就應該是全民的資產，卻被政府這樣殺雞取卵，實在覺得很悲哀，連政府都只是想要趕快騙錢而已。我在這邊反到希望這些電信業者不要用太高的特許費搶標，多用些錢在建設上，台灣的電信市場才能夠良性競爭。

看完之後，最後誰是得利者，誰是失敗者。

gto28

回复 69# khokhokho


    你所转贴的和我写的并没有不一致。指的都一样 --》杀手锏其实应该是VOICE，data应该为补。

cngi

买不买还要看宽频素质如和先...不然像最后g packet 酱.

bubi

5:18PM  YTLE   TAN SRI DATO' (DR) YEOH TIONG LAY (547,400 Shares Acquired)  
5:18PM  YTLE   YEOH TIONG LAY & SONS HOLDINGS SDN BHD (547,400 Shares Acquired)  
5:18PM  YTLE   YTL CORPORATION BERHAD (547,400 Shares Acquired)

bubi

http://www.facebook.com/album.php?aid=248270&id=151386974236&fbid=453626824236&ref=mf#!/photo.php?fbid=453627079236&set=a.453626824236.248270.151386974236&pid=5161550&id=151386974236

bubi

http://bit.ly/baDKsl

bubi

YTL Comms to channel more action into pay-TV
By Tan Choe Choe

Read more:  YTL Comms to channel more action into pay-TV http://www.btimes.com.my/Current_News/BTIMES/articles/20101025000058/Article/index_html#ixzz13RWkvPFj



However, executive chairman Francis Yeoh of YTL Comms declines to elaborate on how he is going to break Astro’s grip on some hugely popular shows.

When YTL Communications Sdn Bhd announced recently its plans to launch a hybrid TV by the end of next year, many industry observers wondered how it is going to break the exclusive screening rights that satellite TV giant Astro holds with various TV content providers.

  “If you think you can do a monopolistic thing and control everything, I’m sorry, that era is gone. The game is over,” said Tan Sri Dr  Francis Yeoh, group managing director of YTL Corp Bhd and executive chairman of its telecommunications arm, YTL Comms.

  However, Yeoh declined to elaborate on how he is going to break Astro’s grip on some hugely popular shows.

  “We don’t want to let out the secret. I don’t think people want to watch second-hand programmes and reruns again and again. Malaysians are screaming for choice. My team knows what people want to see and we will have enough content to make people want to watch us,” Yeoh told Business Times.

  YTL Comms last week inked a licence and service agreement with US-based Sezmi Corporation to deploy hybrid TV services in Malaysia and Asia Pacific, which will combine digital TV broadcast technology with YTL’s fourth-generation (4G) wireless broadband services that would be rolled out next month.

  With hybrid TV, consumers can view live or recorded local and cable TV stations, on-demand movies and TV shows and web videos on their mobile devices, their personal computers or their TV sets at home.

  Although Yeoh declined to indicate the investment figures needed to roll out the new service, it is estimated that it would be between RM1 billion and RM2 billion.

  He said there are established players in the TV segment, in the broadband segment and mobile segment, but not one has managed to bring the three services together.

  “People want convergence, not separate screens for separate functions. You must get a mobile to call or SMS, a PC (personal computer) to access Google Search or YouTube and TV is only good for TV shows. Getting all these are too expensive for the average man.”

  His company would also look at creating local and regional content as part of its offering to users, although he also kept mum on the numbers YTL would spend on this.

  Telekom Malaysia announced last year it would spend RM350 million on its IPTV contents over the next three to four years, which averaged about RM87 million over a four-year period.
   
Meanwhile, Astro spent more than RM800 million on contents last year, and about RM700 million in 2008.

Understandably reluctant to reveal the pricing structure for the new TV service, Yeoh said instead: “It’ll be based on the utility structure. People will not have to pay high prices for subscription or reruns, which is quite insulting to the public.”

And there will be no minimum fee.

“Pay it like your electricity, as you can afford and as much as you use — no strings attached,” he remarked.  
Is YTL competing with Astro?

“We will offer pay-TV but we bring much more than that. Our end goal is to bring to Malaysia the world’s first wireless quad-play service, which will bring broadbrand, voice, TV and video-on-demand — all in one 4G mobile network,” he said.

  It is intelligent TV, added Yeoh. “It’s TV that knows what you want to watch, recommends shows that you may like, and you can watch them anytime, anywhere, on whichever platform.”

  While there is much excitement on the ground over his company’s 4G launch, Yeoh is also mindful of pockets of people who may be cynical after the hype over 3G.

  “That was a voice-centric network, not data. How can they tell people that they can watch video on 3G? That’s a lie.

  “But I’m not worried. I’m giving out to 400,000 students free usage of our 4G network for three years. These are the game-changers. Let them try it out and let them blog about it.”

  On November 18, YTL will launch its 4G mobile Internet with voice, and right from day one, over 1,000 base stations will come online to cover 65 per cent of the country’s populated areas.

  “A launch of this scale is necessary to deliver our promise of positive change — to make broadband relevant to all and  boost broadband penetration. Our network will not be incremental … it will be monumental,” Yeoh said.

Read more:  YTL Comms to channel more action into pay-TV http://www.btimes.com.my/Current_News/BTIMES/articles/20101025000058/Article/index_html#ixzz13RZjv19B

bubi

YTL Comms deal set to boost ECS revenue

Read more: YTL Comms deal set to boost ECS revenue http://www.btimes.com.my/Current ... _html#ixzz13Rl2TZ1x

Technology product distributor ECS ICT Bhd expects a significant contribution to revenue from its agreement to provide YTL Communications Sdn Bhd with 4G devices.

YTL Communications, which planned to launch the nation's first 4G mobile Internet network on Nov 18, 2010, formalised the agreement with ECS subsidiary ECS Astar Sdn Bhd today.

"This tie-up will give significant contribution to ECS' revenue and bottom line," ECS managing director Foo Sen Chin said after the signing ceremony.

However, he declined to reveal the percentage of the contribution.

ECS Astar aimed to play an important role in complementing YTL Communications' objective to make its fastest 4G mobile Internet with voice service available to all Malaysians, Foo said.

YTL Communications, on the other hand, remained tight lipped on the packages and pricing of its 4G service, which will be available nationwide from day one.

On a related development, YTL Communications' chief executive officer Wing K. Lee said it already has 2,500 base stations and another 1,000 ready to be deployed.

However, he declined to reveal details where these will be based. -- Bernama

Read more: YTL Comms deal set to boost ECS revenue http://www.btimes.com.my/Current ... _html#ixzz13Rl7TslX

bubi

YTL Communications to launch wireless hybrid TV service end-2011  
http://www.youtube.com/watch?v=M8njq0IFJqI&feature=player_embedded

bubi

Introduction to Sezmi My Shows
http://www.youtube.com/watch?v=l2G1ggSkHPE&feature=related

bubi

YTL Communication deploys hybrid TV service in Malaysia.
http://www.youtube.com/watch?v=rxdW5UxORoQ

bubi

YTL in innovation partnership with global tech players
http://www.youtube.com/watch?v=o ... e=player_embedded#!