Gartner2004年中国电信产业分析报告（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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