PROFILE 1 - China Telecom

Despite several waves of restructuring that have stripped it of its mobile business (now China Mobile) and its northern provincial subsidiaries (now part of China Netcom), China Telecom remains China’s dominant fixed-line player – indeed, the world’s largest fixed-line provider.

However, China Telecom does find itself in a difficult position after its restructuring. China Telecom could be facing two strategic alternatives. It could remain a stodgy, bureaucratic fixed-line provider, counting on its relations with the regulator to keep its business intact and protected. Or, it could become a customer-focused integrated services player.

Discover how China Telecom will progress with:

• Detailed road-map of China Telecom's restructuring and resultant impact on revenues with detailed analysis of IPO
• Technical review of networks used, bandwith capabilities and data services offered by China Telecom
• Case study analysing the PAS Service named Xiaolingtong or “Little Smart”- both a mobile telephony and a wireless local loop solution.
• Market analysis: fixed line subscriber counts and market share analysis for local loop and long distance IP calling.
• Financial Performance: detailed study of financial performance by province and sector
• Strategic Analysis of China Telecom's future strategy for its data & broadand, fixed-line and mobile & 3G businesses.

PROFILE 2 - China Railcom

Railcom is one of the weakest carriers in China’s “5+1” telecommunications industry structure. The company captures only one percent of industry revenues, has posted no significant profits since incorporation in late-2000, and has only 3.4 million fixed-line subscribers. The company is beset by a variety of internal and external challenges, mainly stemming from continued control by the Ministry of Railways (MOR). This is despite an impressive network and other advantages that the company could use to capture share.

Read this report and

• Understand the intricacies of the structure of this complex carrier
• Discover the pitfalls and opportunities for growth presented by Chnia Railcom's backbone internet network (CRNet), Telephone Switching Network, Mobile and wireless networks and data networks.
• Learn what services are driving real revenues enabled by these networks
• Investigate which joint ventures and alliances Railcom have entered into
• Consider predictions of how China Railcom strategy will evolve to include tight cost control and new diversified products

PROFILE 3 - China Netcom

On paper, China Network Communications Group Corp. is a very impressive telecommunications carrier. Officially incorporated in May 2002 as a result of the break-up of China Telecom, China Netcom incorporates:

• the ten northern provincial subsidiaries of the former fixed-line monopolist China Telecom (the Communications subsidiaries);
• CNC, a relatively new-entrant carrier (1999) focused on broadband and data communications; and
• Jitong, a carrier formed during the earliest first attempt by the government to create competition for China Telecom (1994), but still a fairly limited IP telephony player.

Read the China Netcom profile and

• Understand strategic challenges facing China Netcom looking to advance revenues through data & broadband, Fixed-line and mobile & 3G.
• Interpret this complex group structure and how Jitong and Asia Netcom fit in.
• Discover the details of the China Telecom/Metcom assets split
• Review analysis of network capability and the data services this enables

How the research was conducted
MFC Insight Company Profiles draw their information from knowledge of the environment as well as landscape analysis with contacts ar operators, vendors, the foreign suppliers, content players and application providers.

About the authors:
MFC Insight is a telecoms research consultancy based in Beijing, China focused solely on the China market. MFC offer information services and consulting on China's fixed, wireless, Internet, e-commerce and cable TV markets. The core strengths of our information services are in the areas of providing vendor strategy, regulatory and policy advice, and most importantly, unique and well supported perspectives.

Notes

Profile	Page Count	Updated Date
China Railcom Profile:	49	December 2003
China NetCom Profile:	62	June 2003
China Telecom Profile:	53	April 2003