设备厂商喜忧参半

Mixed Joys and Worries for the Equipment Vendors

2003年新年伊始,诺基亚,摩托罗拉,爱立信,阿尔卡特等几大通信设备巨头都相继发布了2002年全年或2002年第四季度的公司财报。从公布的财报我们不难看出,几大通信设备巨头之中有的公司财务状况比较良好,有的公司财务状况却相当糟糕。众所周知,2002年是全球电信业持续在低谷中徘徊的一年,所以外部大环境的影响对于各公司都是一样的,但是各公司的表现却大相径庭,因而其中必然存在各大通信设备制造商本身的原因。通过解读各个通信设备制造有的财报,我们可以发现由财报折射出来的几大设备制造商不同的运营战略决定了他们不同的发展命运,也为他们带来了不同的发展前景。

In the very beginning of 2003, communication giant vendors including Nokia. Motorola, Ericsson and Alcatel released their whole year or the fourth quarter financial reports of 2002, which show that some of the vendors are suffering and some others are fairly well. As is well known. 2002 witnessed continuous slowdown of the global telecom industry. There must be internal causes for the vendors to perform in sharp contrast, since the external macro-environment has similar impact on them. From their financial reports, it can be seen that the Fates of the vendors have been decided by their different operating strategies.