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To: zbyslaw owczarczyk who wrote (3746)	1/26/2002 12:52:01 PM
From: larry pollock	Read Replies (2) \| Respond to of 3891

Your response did not substantiate your claim that ALA will outperform SI over the next twelve months. Were you referring to revenues, gross profit, stock price, what? You make a great deal of claims, how could anyone here know whether or not you are stretching the available information?Is all of this merely overstated claims of reality? Again, how could you possibly make the claim that you know that ALA will outperform SI over the next twelve months?

To: zbyslaw owczarczyk who wrote (3746)	1/31/2002 7:02:40 AM
From: larry pollock	Read Replies (1) \| Respond to of 3891

ZO, it has taken some time to translate your posting, but you should not classify Siemens entirely as an industrial company. The following cites some of the facts obtained from Siemens' web-site. "Corporate Overview This is Siemens Siemens is a network encompassing more than 480,000 people in 190 countries. We take pride in possessing in-depth knowledge of customers' requirements and the expertise to create innovative solutions in electrical engineering and electronics. Our global network includes approximately 60,000 researchers and developers and our annual R&D investments in fiscal 2001 amounted to 6.8 billion euros. We at Siemens do not measure value solely in terms of short-term profitability. For us, it is just as important to be a respected corporate citizen in all the countries in which we operate. Ever since our company was founded 154 years ago, sustainability has been a top priority at Siemens. Our global network is a network of innovation - a network that draws on the best of many diverse cultures for the benefit of our customers, our inventors, our employees and our partners. Our Business The life technologies and innovative solutions offered by our diverse business portfolio enable our customers to successfully participate in the global digital revolution: Information and Communications We help the world communicate with our network solutions and portfolio of cordless and mobile phones and latest-generation PCs. Automation and Control We help our customers optimize production, cut costs and boost plant productivity and we offer world-class solutions in the field of production and logistics automation and in increasing building productivity. Power We provide affordable power and heat with our environmentally friendly power plants and make energy transport economical and safe. Transportation We integrate transportation systems and improve vehicle safety and comfort. Medical We provide complete healthcare solutions and support diagnoses and therapy in hospitals. Lighting We provide economical, long-life lighting for every application. Financing and Real Estate We maximize customer benefit through financial enterprising and manage Siemens' real estate assets. Affiliates BSH Bosch und Siemens Hausgeraete GmbH We offer household appliances with state-of-the-art electronics. Infineon Technologies AG The legally independent Infineon Technologies AG is a leading provider of chip solutions. " Did you know that Siemens provided the funding for a new state-of-the-art medical imaging device? Does that sound like an industrial company?

To: zbyslaw owczarczyk who wrote (3746)	1/31/2002 12:57:08 PM
From: elmatador	Read Replies (1) \| Respond to of 3891

SI telecoms product portfolio. icn.siemens.com ZO, needs some education on competitor's analysis.

To: zbyslaw owczarczyk who wrote (3746)	1/31/2002 12:57:59 PM
From: elmatador	Respond to of 3891

SI CEO speaks about: Well-balanced business portfolio Pierer pointed out that the specific strength of Siemens is attributable to the company’s balanced portfolio. Businesses which are subject to long-term cycles account for roughly 30% of the company’s sales. These businesses – primarily power plants, rail systems and medical solutions – show high order backlogs and strong earnings. Pierer also expects solid earnings in those Groups that are subject to shorter business cycles. Among these Groups – which also contribute around 30% of the company’s sales – are Automation and Drives and Osram. The possibility that these Groups could also be affected to a certain extent by an enduring economic downturn cannot be excluded, however. Some 40% of Siemens’ sales depend on particular industry-specific cycles, notably in information and communications, in automotive electronics and in logistics systems. Siemens businesses in these areas face structural problems in their respective industries and have instituted restructuring measures.

To: zbyslaw owczarczyk who wrote (3746)	1/31/2002 12:58:41 PM
From: elmatador	Respond to of 3891

SI CEO speaks about: Innovative strength Pierer noted that Siemens has another major advantage in addition to its balanced portfolio and its global reach: its great innovative strength. The company is a leader in the development of new products, systems and solutions. Siemens spent EUR6.8 billion on research and development last year, marking a new record. With over 9,000 invention registrations and more than 6,000 patent registrations a year, Siemens is the largest patent applicant in Germany and Europe. In this context, Pierer underscored the fact that the successful turnarounds in the previously struggling Power Engineering, Transportation Systems, and Medical Solutions Groups were attributable to the rigorous implementation of focused innovation drives