20051103

Li cashing : it's now or never

UMTS TDD Alliance members will hold a meeting around Nov. 9-11 and NFC Forum members around Nov. 7-11 but don't expect the latter to have twice as much fun. Sprint and T-Mobile's Czech unit, who recently joined the Alliance following their trials at home, must have appreciated the interesting way an other IPWireless customer, UK Broadband, found for cashing in from their 3.5GHz spectrum or, as Vodafone would put it, to "Make the most of now".
This PCCW Ltd subsidiary expects £100M from their competitor : UK Broadband rebranded Netvigator "now", a word at the core of Voda's new advertising campain.
The fact is "now" is the brand at the core of PCCW's new strategy : in Hong-Kong, Netvigator is the access service provider's brand and now TV the media / content brand. Almost 2/3 of all Netvigator customers subscribe to now and PCCW are thinking globally. They merged their international section with BtN Access, Inc, a wholy owned subsidiary (that's for Beyond the Network, which sums it up) in order to create a new vehicle, PCCW Global.

And right now, this vehicle takes only two roads outside of Hong-Kong : Asia through China Netcom or Unihub IT, and "Europe" through UK Broadband. Plus Victor Li's group re-entered mobility through Sunday and MobileOne.
But Victor has also been confirmed as Li Ka-shing's successor. UK Broadband looks so small compared to his dad's flamboyant Oranges and Threes. Beyond Trinity Time Investments Inc, you want to watch how Cheung Kong Holdings and Hutchison Whampoa could evolve in Europe. And we're not only talking about shopping at Marionnaud's.



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