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To: campe who wrote (3161)	4/11/2002 8:35:44 PM
From: Arrow Hd.	Respond to of 3350

WCOM and ERICY were the two largest customers with ERICY being highlighted as the biggest at about 10% of their overall business if I recall this correctly. It is not in my notes. I think that any over-weighted dependency is an issue so I share your concern. ERICY was featured as a positive but if they experience a product cycle downturn that changes everything in a heart-beat. The one comment the CEO made that I liked was that in these tough times they are not going to forget about customer service and customer relationship building. You can only expand your share by keeping the current customers happy and doing business with you so they have the right priorities. Hopefully this holds up until WCOM and the rest their customers in this sector see an improvement.