田溯宁：前中国网通总裁精彩演讲文稿
文章摘要：田溯宁，作为网通总裁，在2002届的中国企业领袖年会上给我们做出了深刻演讲，让我们认识到一个企业家对中国通信行业的看法。尤其IT软件方面的变化，今年微软提出.NET战略，整个产品以产品为核心向以服务为核心变化。
田溯宁：我想说在过去两年内，如果用一个成语来形容电信行业，可能就是沧海桑田。没有哪个行业在两年内发生这么大的变化。这个变化对于一个企业来讲，是不是就是一个机会？我在想这个问题，我们加入WTO整整一年，如果这一年不是西方资本市场出现了重大的问题，中国的行业尤其是电信行业会怎样？我们的龙部长知道进入WTO一个非常重要的谈判筹码就是能否获准进入电信行业。但是电信行业由于资本市场的问题，从两年前最高峰跌到2002年的最低谷，有人讲现在仍然是电信的冬天，但是冬天能给我们带来什么机会？我想这是整个这段时间中国网通进行整合或者进行这次海外收购非常重要的观点。我们虽然看到电信行业有很大的问题，但是我们从来没有像今天这样，人们的生活、工作都依赖于电子邮件、移动通信等各种电信终端设施，电信在今天的作用越来越重要了。
第二，我们的客户群在过去的两年间发生了巨大的变化，其中一点是制造业尤其是亚洲制造业向中国转移，“中国制造”正在成为二十一世纪最重要的一个特点和现象。尤其看到北亚（韩国、日本），制造业在去年一年中，由于经济危机、经济压力进行转型，我们可以看到一个新型的客户群存在，这些客户群是总部可能还在韩国、日本，但其制造业中心在中国的珠江三角洲或长江三角洲。所以经济区域化，中国正在成为世界制造业的中心是一个趋势，这个趋势反映在电信业特点是，在过去三个月来，在全球电信行业发展速度下降的时候，中国电信以每季度以百分之二百的速度增长，随着亚洲经济区域化，尤其中国在亚洲经济区域化中起的巨大作用。制造中心中国，销售网在全国，总部在本国，要提供一个端到端的服务。在电话时代，相对简单，端到端的作用不是非常重要，电话发明一百年的时间没有太大的变化。但今天不一样了，今天的电信已经跟信息服务密不可分。尤其IT软件方面的变化，今年微软提出.NET战略，整个产品以产品为核心向以服务为核心变化。当电信从窄带到宽带能力的增强，整个供应链的管理，ERP都会在网上进行。而在网上实施实时的应用型的软件，需要一个端到端的电信公司。
在这种情况下，我们可以看到，西方尤其是美国电信市场的灾难，资本市场灾难正是我们未来发展的机会，一方面我们的客户群正在形成区域化。需要这样端到端的服务，另一方面技术的进步正在从以桌面产品为核心走向网络为核心的各种应用在走。这就是为什么今天对于网通这样的企业，对中国的电信基础行业是非常千载难逢的机会。例如AGC这样的公司，在两年前你想收购是不可能的，它的市值最高超过30亿美元，他花了数十亿建了网络，这个网络非常好，这样一个机会的出现正是因为金融市场出现周期性的波折，欧美市场没有机会同时投入到各个地方，而中国经济正在增长，带动了区域经济整合，区域经济的整合在互换区域性的电信公司。所以我一直在想，不是因为我们在这个过程中能够做得怎么样。因为从企业管理角度来讲，我觉得中国企业还有漫长的道路要走，才能赶得上西方水准的企业，但是今天的机会确实难得，这种机会取决于我们对整个行业的信念，这种机会取决于我们国家整个经济的高速增长，这种机会来源于西方市场经济的波动。整合一方面是战略的诉求，另一方面也是一种机会的使然。谢谢大家。
Tian Suning: China Netcom CEO wonderful presentation
Abstract: Tian Suning as president, China Netcom, at the 2002 annual meeting of Chinese industry leader to we made profound speech, let us recognize that an entrepreneur of China communication industry view. Especially IT software changes this year, Microsoft put forward . NET strategy, the product to the product as the core to serve as the core of change.
Tian Suning: I want to say in the past two years, if you use an idiom in the telecommunications industry, may be the world. No industry within two years to produce so big change. The change to an enterprise, is it right? Is a chance? I think this issue, we join WTO for a whole year, and if this year than the western capital market appeared a significant problem, Chinese industry especially the telecommunications industry will be how? Our dragon minister knows WTO into an important bargaining chip is whether are allowed to enter the telecommunications industry. But the telecommunication industry due to capital market, from two years before the peak down to the bottom in 2002, some people say it is still Telecom winter, but the winter can bring us what chance? I think this is all this time China Netcom integration or the overseas acquisition very important point of view. Although we see the telecommunications industry has a big problem, but we never like today, people's life, work rely on e-mail, mobile communications and other telecommunications terminal facilities, telecommunications in today's increasingly important role.
In second, our customer base in the past two years has undergone tremendous changes, which is a manufacturing industry especially Asian manufacturing industry is transferred to China," made in China" was become twenty-first Century is one of the most important features and phenomena. In particular, see North Asia ( Korea, Japan ), the manufacturing industry in the last year, because of the economic crisis, economic pressure transformation, we can see a new customer groups exist, these clients are the headquarters of South Korea, Japan may still, but the manufacturing center in China's Pearl River Delta and Yangtze River delta. So the regional economy, China is becoming the world manufacturing center is one of the biggest trend, this trend is reflected in the telecommunications industry, the biggest characteristic is, in the past three months, in the global telecommunications industry growth rate decline, China Telecom to every quarter grows with the speed of two hundred percent, as the Asian regional economy in Asia, especially China regional economy plays a tremendous role. China manufacturing center, sales network in the country, the headquarters in the country, to provide an end-to-end service. In the telephone time, relatively simple, end to end the role is not very important, the invention of the telephone for one hundred years without too big change. But this is not the same, today's telecommunications and information services are inseparable. Especially IT software changes this year, Microsoft put forward . NET strategy, the product to the product as the core to serve as the core of change. When the telecommunications from narrowband to broadband capability, the entire supply chain management, ERP will be on the internet. In the implementation of the online real-time application software, need an end-to-end telecommunications company.
In this case, we can see, Western and especially American telecom market capital market disaster, disaster is our future development opportunities, on one hand our customer base is in the form of regional. Need the end to end service, on the other hand, advances in technology are from the desktop products as the core to the network as the core of the various applications on the go. That is why today for such enterprises of China Netcom, telecom infrastructure industry is a very rare chance. For example, companies such as AGC, two years before you want to buy is not possible, it is the highest market value of more than $3000000000, he spent billions to build network, this network is very good, such an opportunity to appear because of financial market appears periodic setbacks, Europe and the United States market did not have the opportunity at the same time devoted to various places, and the Chinese economy is growing, driven the regional economic integration, regional economic integration in the exchange of regional telecom company. So I've been thinking, not because we are in the process of how to do. Because the enterprise management from the point of view, I think Chinese enterprises still have a long way to go, to keep pace with Western standards of enterprise, but today the opportunity is rare, this opportunity we depend on the industry 's belief, this opportunity depends on the rapid growth of the economy in our country, this kind of opportunity comes from western market economy fluctuation. The integration of hand is the strategic demand, on the other hand, is also a kind of opportunity. Thank you.
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