在彷徨中寻找希望——2002年全球电信业回顾

Staggering For Hope

刚刚过去的2002年对全球绝大多数电信公司而言,是一个真正意义的严冬。从2001年延续过来的亏损、裁员和股价下跌在2002年演变成全球电信业的深度低迷。两三年前狂热的并购行为和在3G牌照上的豪赌,现在变成了动辄上百亿美元的资产减值,而市场饱和度提高和竞争加剧使电信公司的生存环境更为恶劣。更糟糕的是,屡屡爆发在电信公司中的财务丑闻还动摇了投资人对整个电信业持续发展的信心。未来的生存之路在哪里?风雨飘摇中,电信公司积极调整的步伐没有停止,但能否安然过冬仍有太多的不确定因素。铅灰色的冬天,铅灰色的电信业,2002年带给电信公司的是资产严重缩水、收入锐减的切肤之痛,是前途未卜的迷茫之苦。

The passing 2002 is a fiercely cold winter for the majority of telcos around the globe. The leftover of 2001 such as losses, job-cutting and plummeting stock value evolved into deep recession suffered by the global telecom industry in 2002. The M & A spree and gamble on 3G licenses two or three years ago now led to assets evaporation by tens of billions of dollars while the increasingly saturated market and intensified competition made things worse. Furthermore, the financial scandals in those telcos exposed occasionally severely undermined the confidence of the investors towards the sustained development of this industry at large. Where is the way for survival? Stumbled in the heavy blow, those telcos never ceased adjustment and restructuring, nevertheless the future remains uncertain. What a bleak winter! What a bleak telecom industry. What the year 2002 brought to the telcos was substantial shrink in assets, abrupt reduction of revenues and agony for a gloomy tomorrow.