Net263(SZ:002467)2022-12-08 05:36Group 1: Business Segments - The value-added communication segment includes products like 96446 and 95050, which are based on fixed-line resale, experiencing an annual decline of approximately 15% due to being in the mid-to-late product cycle [1] - The enterprise VPN business includes both fixed-line and 3G VPN services [2] - The enterprise communication segment offers products such as enterprise email, cloud communication, cloud storage, and email fax [2] Group 2: Sales and Market Focus - The sales model for enterprise communication products allows for both bundled purchases and individual product sales [2] - This year, the focus for enterprise communication is on conference products, targeting medium to large enterprises, particularly in the pharmaceutical, financial securities, and foreign-invested sectors [2] Group 3: Competitive Landscape - iTalkBB is the leading VOIP telecom service provider in the overseas Chinese market, currently testing a new mobile app [2] - iTalkBB's competitive advantage over free services like SKYPE lies in its operational communication service model, which offers rich communication features without altering user habits [3] - iTalkBB also benefits from brand recognition and a large user base [3] Group 4: Company Investments and Partnerships - The company has a dedicated investment management department for overseeing investment and acquisition matters [4] - There are no current plans to collaborate with small base station product vendors [4] - The company is not considering entering the mobile gaming industry [4]