Siemens Message Board - Msg: 15875532

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Technology Stocks : Siemens

SI 11.01

-1.9%

Nov 7 3:59 PM EST

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To: pat mudge who wrote (85)	5/31/2001 9:18:33 AM
From: elmatador	Read Replies (1) of 356

Siemens is in a process of reorganization of its telecom part. Cognitation on "Siemens - NEC" reported. If Siemens will dominate the broadband market in Germany, and in Japan together with NEC, it will target a potential market of 200m people at the size magnitude of the US, and aiming for 40-50% market penetration thanks to insignificant competition due to political issues. This race might be more easy for Siemens than to get a foothold in the US broadband market. Also, rapid infrastructure build-outs in China, Korea and other developing countries in the region, cater to great opportunities for a solid Siemens/NEC entity in APAC.

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