via WikipediaA few days after the first announcement from the central government about the restructering of the Telecom industry, analysts see in China Mobile the biggest loser, writes Market Watch today. Today it is China's largest telecom provider and in capitalization the largest in the world, but the other two players might get more policy support.
Macquarie [Securities] said regulations designed to curb China Mobile's dominance could include one-sided rules on number portability, caps on its share of cellular subscribers, forced differentials in service charges and handicaps in the form of higher interconnection charges with other networks. Additional regulation could see China Mobile offer low-cost roaming to its competitor and rules that require it to open its relay towers to support the radio electronics of other carriers.
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