The virtual operator spreads the number effect to be bad: The good thing why also embarrassed

policy, the most out of the

Number of months, only 200,000 of the amount of virtual operators is awkward enough. However, the entire virtual operator license issue itself, is an embarrassing thing. It is a good thing to do at the most awkward point of time, the best tactic policy, the best of all.

That is, originally a good thing, in the wrong time out, it is a bit of a smash.

The most embarrassing point in time

Relevant departments for private capital involved in the two types of telecommunications operators business policy, has been promulgated for many years, has not been implemented, 2014 wholesale so many licences, all are not ready.

These licensed virtual operators, so far did not find the operator wholesale to the voice and traffic and their business integration development path, model, many large-scale enterprises, even billing system, customer service system has not been established.

Overall look, is still a suitcase. Before this problem is resolved, no amount of money can be expected, 200,000 is already very good.

In the first half of 2014, the entire TMT domain false, with the traditional telecom operators tied tightly to the licensed enterprises, almost all of the livelihood difficult. Suningyun is a huge deficit situation, Jing Dong also has not come out of the loss. Virtual operators after the number, brand promotion, business packaging need a lot of money, at least they are still powerless.

Issued 25 cards, in addition to stimulate the stock price of listed companies, can not really conduction to the business level. This is really embarrassing time.

Second, the best policy under the pretext of

Again, the relevant departments for private capital involved in the two types of telecommunications operators business policy, has been promulgated for many years, Eleven-Five stages have, oh, I deliberately do not comb. Moreover, almost every year, a wave of propaganda, as if to maintain a certain rhythm, lest people say it is not open, others this is a continuous open, of course, has remained in the policy.

You say, 2014, why like a burst of the banks, three batches of 25. It is estimated that there will be several batches, after all, more than 200 enterprises are waiting at the door. After that, your whole family will be a virtual operator ... .

Under this beautiful policy, there is a strong utilitarian heart. Take operators to say, do not look at them for many years old said that they have been piped, the media followed the booing, in fact, if you count the entire industrial chain on the distribution of profits, or others earn AH.

Licensing, is a Zhangbao moment. Because of the increase in the number of battalions in the communications industry, the need for value-added services must also be taxed. This rush of licensing, in fact, is a marketing cost of diluted.

Unfortunately, more than 200,000 of the amount will not bring much cost effect. Virtual operators are not stupid.

Three, the most outstanding tactic

Operators are now tilting their resources up to 4G. This is understandable, as long as the toilet can be let out, give us a virtual operator pull.

Even so, telecoms operators are less willing. You see now, all 25 cards, or the so-called core city pilot.

These core cities in the pilot, telecom operators 3G service penetration has been quite good, the infrastructure is also perfect, the past contract machine service income stability, you let these 25 cards squeezed here, to rob operators at least two years of the market, this is not obvious bullying people.

Have you heard that the three telecom operators have helped the virtual operators to shout a few 170th-part chant?

Many people take the case of overseas virtual operators to teach Chinese virtual operators. This is not a fair comparison, people are an open market, their so-called virtual operators, although there are many similar to our side of the channel characteristics of participation, but still those in the three-net fusion field has many deep accumulation of enterprises. Moreover, people from the beginning is a three-net integration of the service model. Our virtual operator here, but also is a nanny, even the nanny is not, can only be regarded as servant girl. They helped the operators move the boxes, dusted the dust and stared at them for fear that they would find something in the dust.

Therefore, on the whole, I am not complaining about operators, but the past years of telecommunications monopoly and its formation of a vassal market, enslavement thinking, resulting in policy opening, but there is a symptom of discomfort. Our virtual operators do not have much to prepare for the hard times, and they certainly have reason to use the so-called license plate as a tool.

I look forward to having more licences issued. Up to the present 25 license plates, in fact, do not have any effect, virtual operators are mostly in the past with telecommunications cooperation, complex interests of the company. They will not use more market power to impact the interests of operators, form is still divided into three major operators of the client camp.

In addition, although the number effect is not temporary, but as the license continues to be issued, I have a strong feeling, that is, the market will be the emergence of one or two virtual operators platform enterprises, is the convergence of these decentralized licensing services to form a unified force.

And to build this virtual carrier platform, you need the conditions:

1, with the operation of virtual operators qualification. You know this is China's national conditions.

2, facing the huge flow of the consumer end. There is no user traffic, only technology platform is useless.

3, has the formidable infrastructure service ability, as well as covers the extensive network service ability. Many value-added services in the future will be out of the pilot, covering the whole country, no basic handouts and network coverage is almost impossible to bear, virtual operators need to use outsourcing services.

4, has the payment, the transaction function, and has the Internet financial service. Many of the services of virtual operators will generate precipitation funds, it needs to be with the goods or other services, especially financial access, so that a single value-added services into the deep, enhance the stickiness, forming a cycle.

It seems that among the 25 existing licensees, only Ali has more power. One months ago, I heard that it was building a virtual carrier platform, and I don't know what to do now. In short, I have no doubt that China's virtual operators have enough intelligence to play the tricks of the game, they just need time, but also to their short-term utilitarian demands of tolerance.