Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Siemens -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (85)	5/29/2001 1:49:45 PM
From: elmatador	Respond to of 356

The rumour was posted in the MONI Thread.

To: pat mudge who wrote (85)	5/31/2001 9:18:33 AM
From: elmatador	Read Replies (1) \| Respond to 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.