電盈可以點

閣下一直把“等於”誤作“等如”，望能更正。

“Don ’ t Compete with Rivals — Make Them Irrelevant"
This is a second best strategy. In my view
“You dont need to get a larger share of the market to win … build a bigger PIE" , what you quote 手機廣告 is a good example
🙂

On top of Szezit’s analysis, I think one of the root problems is their lack of clear and consistent strategies.

blue ocean strategies is the way forward ( because slashing prices will be destructive to the firm and the whole industry in long term…). But making sure these strategies work well TOGETHER is far more important. Some strategies work on its own very well, but it might not be the case when you put different pieces together.

In blue ocean strategies, although you do draw up a canvas to see to increase, create, decrease, eliminate, there are certain things that cannot be missed out. One of the common mistakes that many telcos make these days is failing to manage user experience of their overhyped products and services. Good user experience in telecoms industry (as far as open-garden portal service providers are concerned, as content providers these days usually hitch a ride on service providers hence making telcos merely service providers) is all about good coverage, high speed, value adding experience to end users and attractive pricing. the first 2 are always CAPEX (and probably OPEX) hungry, but they are not necessarily mutually exclusive with the latter 2. If you do well in the former 2 while your competitors cannot, then you are mostly likely going to add good values to customers, then you can surely capture the high APRU subscribers and make the crappy and cheap services irrelevant in the competition. otherwise, competiting with cheap and crappy services will only lead to bloody red ocrean.

on one hand, PCCW has been a pioneer in hk local market. it’s leading position, in terms of technical expertise, is very evident in its IPTV offering,eg. its expertise in FTTN (fiber to the node) model is a world-famous example of relatively cheap IPTV rollout .other examples include its 1010 network(back in the good old days when other GSM networks are still crappy), netvigator broadband, Now TV…

But on the other hand, it looks like they are lacking focus and trying to do too many things and compete ruthlessly with competitors. Think of how much money they are investing in IPTV right now in an attempt to boost subscriber uptake. also think about its free 3G trial a few years ago. I heard many people complaining about the poor reception and service quality.

So i suggest they should revise their real objectives and come up with consistent strategies that will work well together like different parts in a clock.