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To: Frank A. Coluccio who wrote (10397)	2/9/2001 3:36:15 PM
From: P2V	Read Replies (2) \| Respond to of 12823

Born Again DSL, eh ?

To: Frank A. Coluccio who wrote (10397)	2/10/2001 2:42:13 AM
From: elmatador	Read Replies (2) \| Respond to of 12823

Siemens built a chip plant in Tyneside UK, opened with much fanfarre -the Queen was present- 15 months later it was closed down. Big telecoms vendors do stupid things everyday. If they hadn't McGinn was still CEO of LU. There is a very small difference between me and you guys: I am involved.

To: Frank A. Coluccio who wrote (10397)	2/10/2001 2:51:01 AM
From: elmatador	Respond to of 12823

Tyneside Jobless Let Down By Siemens "...the short-sightedness of their business planning which failed to anticipate the turnround in the price of microchips." Councillor Peter Arnold, Liberal Democrat Leader of the Opposition on Newcastle City Council, today condemned the management of Siemens for closing down their Tyneside factory, and criticised the short-sightedness of their business planning which failed to anticipate the turnround in the price of microchips. Peter Arnold said: "This whole Siemens episode shows how vulnerable we are in the north-east to branch office syndrome. When big multi-national corporations experience a downturn in their profits, they cut their losses by closing down the branch factories that are furthest away from their home base. This attitude devastates local communities, and blights the lives of so many families." "Siemens is also guilty of the short-sightedness that has ruined the British economy for years. Many firms concentrate only on their profits, and don't invest in the long-term prosperity of a region. Siemens benefitted from government grants and incentives to set up on Tyneside, and then scuttled off at the first sign of trouble. That's no example to set anybody, and it does nothinq to help rebuild the self-confidence of people here." Councillor Arnold continued: "What we need on Tyneside is more emphasis on local businesses that understand our needs, and have a commitment to the area. We need to encourage local people with good ideas and a flair for business to set up their enterprises here. We simply must make better use of the knowledge, skills and expertise of local people. Yes, we must take advantage of any inward investment opportunities that corne along. But they must be appropriate to the area, and demonstrate that they are prepared to be here for the long-term. It is a mistake to think that the economic and social regeneration of the north-east will come from outside the region. To be really successful, we're going to have to do most of the work ourselves, because experience has shown that no-one else really cares about the north-east."

To: Frank A. Coluccio who wrote (10397)	2/10/2001 11:45:18 AM
From: zbyslaw owczarczyk	Respond to of 12823

Hi Frank, you have mentioned Siemens and 2.5 million ports this year. According to Vz or SBC capex plans as described on CC analysts about 2/3 of capex goes into DSL, ATM+IP, IP routing and optics. ALA will install 11 million sDSL this year( I know that some SI members think differently , but both ALA and Siemens ( per some Siemens high rank manager) have big orders from carriers and this is what matter. As I mentioned before here in Rochester NY, Frontier (Global Crossing) and Time Warner are fighting for customers cable vs. DSL. FCC is not forcing them to install DSL at all. Zbyslaw