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To: Gary L Schultz who wrote (8197)	12/8/1997 1:11:00 AM
From: DWB	Read Replies (2) \| Respond to of 25814

OT re: telecom/ERICY While I'm sure this is much more appropriate to be discussed on the ERICY thread, I can't see this layoff notice as anything close to supporting Mike's previous comment. ERICY is trying to attain a level of profitability in their Infocom systems division on par with their other divisions. Infocom currently lags the other divisions because it's orders booked and net sales "only" increased 18% & 25% last quarter, while the company-wide averages were 41% & 44%. Also, Infocom consists entirely of systems not related to the TDMA vs. CDMA battle, rather their Internet support applications and AXE/Consono exchange systems. I view this as more of a proactive attack by ERICY to boost an area of their business to higher profitability. The area of their business that directly competes with the "new paradigm" CDMA systems (Mobile Phones & Terminals, & Mobile Systems) saw a doubling of sales (that's right, 100% increase) in some areas last quarter. Hardly the signs of a telecom company in the shadow of death as some would have you believe. DWB