????Turkcell的光纖網(wǎng)絡(luò)是瑟利夫BOT信心的重要支柱,。通過子公司Turkcell Superonline,，Turkcell的光纖網(wǎng)絡(luò)現(xiàn)已聯(lián)通土耳其81個(gè)城市中的73個(gè)。每秒千兆的傳輸能力使其躋身全球最快的網(wǎng)絡(luò)行列,。2009年12月,，同土耳其政府簽訂的一項(xiàng)BOT項(xiàng)目大大增強(qiáng)了Turkcell的網(wǎng)絡(luò)。Turkcell支付了2,090萬歐元來建設(shè)和租用15年土耳其國有管線公司的光纖網(wǎng)絡(luò)，獲得11,280公里新光纖的接入權(quán)（其中半數(shù)光纖早已建成投入使用）,。這一協(xié)議將Turkcell的光纖服務(wù)延伸到了新的地區(qū),，可與鄰國實(shí)現(xiàn)新的跨境接入，同時(shí)通過可替代數(shù)據(jù)途徑強(qiáng)化了現(xiàn)有的服務(wù),。
????瑟利夫稱,，Turkcell獲得如此大好機(jī)會(huì)源于公司2008年的大膽投資。當(dāng)時(shí)面對(duì)金融市場(chǎng)的劇烈震蕩,，很多公司都拽緊錢袋當(dāng)上了守財(cái)奴,。Turkcell迄今已向光纖網(wǎng)絡(luò)投資了超過10億土耳其里拉（約5.70億美元）的資金。資深電信專家和獨(dú)立分析師杰夫?卡甘指出,，對(duì)高網(wǎng)速的執(zhí)著追求使Turkcell贏得了競(jìng)爭(zhēng)優(yōu)勢(shì),，也正是這關(guān)鍵的一步確立了Turkcell在全球電信業(yè)日益重視高網(wǎng)速的時(shí)代的前沿地位。
????友好的政府和蓬勃發(fā)展的經(jīng)濟(jì)并不意味著瑟利夫就不會(huì)遇到困難,。先期發(fā)布的一些分析師報(bào)告預(yù)計(jì),，由于白俄羅斯盧布貶值，Turkcell周三發(fā)布的季報(bào)可能不佳,。另外,，幾周前，瑞典股東移動(dòng)運(yùn)營商TeliaSonera AB和俄羅斯股東電信控股公司Altimo試圖從土耳其大股東Cukurova Holding手中奪取Turkcell的掌控權(quán),?；蛟S是為了阻止非土耳其股東掌控這家公司，土耳其資本市場(chǎng)委員會(huì)（Turkish Capital Markets Board）宣布了一項(xiàng)新規(guī)定,，要求所有土耳其公司都至少擁有兩名（或三分之一）以上的獨(dú)立股東,。
????不出所料，瑟利夫公開表示歡迎這一新規(guī),，并聲稱Lazard這樣的自由流通股投資者同樣也像他一樣希望讓Turkcell繼續(xù)保留土耳其身份,。（10月23日土耳其東部大地震發(fā)生后，Turkcell立即采取行動(dòng),，宣布免除一個(gè)月的通話和短信費(fèi)用,，并將捐贈(zèng)物資交給公司當(dāng)?shù)貑T工進(jìn)行分配。）
????瑟利夫承認(rèn)其他地區(qū)的同行（比如歐元區(qū)）無法照搬土耳其的政策,。他指出歐元區(qū)內(nèi)部國家之多和議程之復(fù)雜是其內(nèi)在缺陷,，“土耳其的做法簡(jiǎn)單有效，但在歐元區(qū)我看不到這樣的做法,?！薄旧?qū)Α敦?cái)富》雜志（Fortune）作上述表態(tài)的時(shí)間甚至遭遇周二希臘宣布將對(duì)歐盟救助計(jì)劃進(jìn)行全民公投。希臘的舉動(dòng)令其他歐洲國家一時(shí)氣結(jié),?！慷诿绹?，外國公司支持的BOT項(xiàng)目也可能成為政治雷區(qū)。瑟利夫并不打算讓Turkcell的增長放緩,，也不打算停止宣傳他的公司和國家是取得這些成就的成功之道,。他的歐洲同行們或許應(yīng)該聽聽。 |
|
|
????The company's fiber optics are a big part of Ciliv's belief in BOT. Through its subsidiary Turkcell Superonline, the company's fiber optics now pass through 73 of 81 cities in Turkey. Its 1,000 megabits-per-second capability makes it one of the fastest in the world. Turkcell's network got a major jolt from a BOT project with the Turkish state in December 2009. The company paid 20.9 million euros to build and lease the fiber optic network of Turkey's state-owned pipeline company for 15 years, giving it the right of way to 11,280 kilometers of new fiber, half of which is up and running already. The agreement expanded Turkcell's fiber optic service to new regions, allowed for new cross-border points with neighbors, and also bolstered its existing service by allowing alternative data paths.
????Ciliv says that Turkcell got to its position of opportunity by investing aggressively in 2008, when many companies were tightening their belts and hoarding capital in the face of the tumult in the markets. The company has invested over TRY1 billion (about $570 million) into its fiber network infrastructure. Such a commitment to high speed gives Turkcell a competitive advantage, according to longtime telecom expert and independent analyst Jeff Kagan, "a winning move" that keeps Turkcell at the forefront of the global telecom industry's increasing focus on high speed.
????A friendly government and booming economy haven't meant Ciliv has avoided difficulty. The company's quarterly earnings, to be released tomorrow, may take a hit due to a devalued Belarussian ruble, according to advance analysts' reports. What's more, shareholders TeliaSonera AB from Sweden and Altimo from Russia tried to seize control of the telecom company from the main Turkish shareholder, Cukurova Holding, several weeks ago. Perhaps to help block such a takeover by non-Turks, the Turkish Capital Markets Board announced a new rule requiring Turkish companies to have at least two, or a one-third proportion, of board members be independent.
????Not surprisingly, Ciliv was openly pleased by the move, and argues that free float investors such as Lazard want the company to stay Turkish as he does. (More recently, his company scrambled after a devastating Oct. 23 earthquake in eastern Turkey, providing free calls and texts for a month and sending donated supplies to be distributed by its employees on the ground.)
????Ciliv admits his Eurozone colleagues, for one, won't be able to simply copy Turkey's policies. Ciliv points to the range of nationalities and agendas in the Eurozone as its inherent shortcoming, noting ironically, "I don't see the simple approach [that] works well in Turkey."(Ciliv told Fortune this even before Greece pushed other European nations to apoplexy by announcing its bailout-threatening referendum yesterday.) In the U.S., meanwhile, BOT schemes backed by foreign firms may become political mine fields. For his part, Ciliv has no intention of letting Turkcell's growth slow or ceasing to spread the word on how his company and country do it. His European peers might do well to listen. |
