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一篇簡談三網融合和投資機會的文章。 簡單來說，三網融合即係電信、廣播和互聯網通過技術改造，用一個網絡提供通話/廣播/資訊等功能。
總的來說, 三網融合最大得益者將會是廣電網絡，其次是中興等IP 設備供應商，和內容供應商。 而不是一般人所想，所有電信設備商都能得益。從三網融合的本質看，商機最大的是廣電網絡(以有線電視為主) ，例如香港有線本來從只可以單向提供內容，變成可以用有線電視網提供電話同寬頻，商機係好大，但亦要用好大的投資來將本來單向傳輸的網絡變成雙向，將網絡變成數碼化同IP 化，所以中興呢類基礎設備供應商會有所得益，還有是數碼機頂盒(所以500 賣機頂盒業務係太短視)。
而電信商亦可以用佢地的網絡來經營 ...
