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经过5年左右残酷的市场合并之后,亚洲宽带业务终于开始峰回路转,许多新的长途或本地电缆的新建和升级计划被运营商提上了议程。但是,这些投资者对盲目乐观的同仁发出了警告。例如,VSNL国际的总裁Vinod Kumar为升级VSNL公司在新加坡和东京之间的电缆花费了2亿美元,并为新建印度和欧洲之间的电缆投入了4亿美元。他在2006年10月份举办的“海底网络世界峰会”上表示,尽管需求持续增长,市场竞争也因为合并而减弱,但是宽带业务“并不是一个非常健康的产业”。他说大多数玩家都不关心EBITDA,并警告它们如果匆忙地升级电缆,那么其成本将会非常不合理。需求的增长勿庸置疑。电缆行业迎来了一个里程碑,亚
After five or so years of brutal market consolidation, the broadband business in Asia has finally started its ups and downs. Many new long-distance or local cable construction and upgrade plans have been put on the agenda. However, these investors warned of blind optimists. For example, Vinod Kumar, president of VSNL International, spent $ 200 million to upgrade VSNL’s cable between Singapore and Tokyo and $ 400 million to build a new cable between India and Europe. He said at the “Submarine Network World Summit” in October 2006 that broadband business “is not a very healthy industry” despite the continuous growth of demand and the weakening of market competition due to the merger. He said most players do not care about EBITDA, and warned them that if the cables were quickly upgraded, the cost would be very unreasonable. Demand growth is beyond doubt. Cable industry ushered in a milestone, Asia