21-10-2014, 11:24 AM
(21-10-2014, 11:08 AM)CityFarmer Wrote: [ -> ](21-10-2014, 10:51 AM)Ben Wrote: [ -> ]Thanks CF for sharing, I am always amaze by how technology advance, and it is always a threat to businesses if they cannot adapt or change accordingly.
Ironically, telco wants to tie up with this new service so that they could squeeze out more money from their existing customers. OTHO, customers will likely want to switch to this service if it offers saving. So who win? How can telcos achieved more and at the same time its customers enjoys more saving? And a tie up with GNum will not be for free, so there is a cost impact to look out for.
The telcos are fighting against OTT providers because they are eating their lunches, and so if they can claim back their turf, or part of the turf, that is not bad. But you can bet that eventually these OTT providers will counter attack with something new. Facebook purchased WhatsApp for $22B. WeChat is owns by Tencent. These companies are worth multi billion dollars, much bigger than all the local three telcos combined. So they can and will protect their lunches. Just my 2 cents.
No matter how powerful the OTT players are, eventually the OTT service has to be riding on an infra. It can't or expansive to go via alternative infra.
There are valid points from telco perspective. The infra need capex to build and maintain, and it has to be paid back somewhere. Without the infra, the OTT services are useless. OTT/Telco are partners in nature, but competitors, IMO. The key question how the interest should be shared, which have no reference so far. The issue isn't only occur locally, but globally.
Is the model of Gnum/Telco a good future reference for other OTT service providers? I am observing...
(vested in M1, thus might be biased)
Agree with you point. My view is, with all these technology advancement and so many OTT providers, the landscape for telco is very different from the past. They can no longer bet on fat profits from providing the traditional voice services. They need to constantly adapt and evolve to maintain their relevance. It is getting tougher to operate. Telco used to be a sure bet, it no longer is, IMO.