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To: DWB who wrote (8206)	12/8/1997 6:40:00 PM
From: Gary L Schultz	Respond to of 25814

Daniel, Maybe we were too harsh on ERICY. After all, they are still a very large company. I was alluding only to their choice in wireless lines (as you explained). I too doubt that they will vanish anytime soon. However, a layoff of this magnitude says something doesn't it? Things certainly aren't booming anytime you are required to layoff 10k people? GLS

To: DWB who wrote (8206)	12/8/1997 7:56:00 PM
From: JMD	Respond to of 25814

*****OFF TOPIC; RE: ERICY******* Daniel, I really am not an Ericy basher and understand that you have a more positive outlook on them than I do. I do not respect their litigation effort against QCOM (or MOT's either for that matter). Beyond that however, the current round of layoffs and AT&T's curious wireless repositioning effort lead me to the conclusion that both Ericy and T's obstinancy with regard to CDMA is hurting both companies very badly. Lucent's announcement today regarding acceptance testing of their new WCDMA in Japan (backward compatible with IS95) is further confirmation that Ericy's WCDMA efforts will be too little, too late. As a general comment, I think Lucent is playing a much smarter game as they continue to supply both the GSM/TDMA and CDMA markets. Obviously, GSM has the largest install base and will not disappear anytime soon. So Lucent prospers by riding both horses and not involving itself in the religous wars which is why I own LU. Ericy, IMO, has got itself in a nasty box and there is no rational reason (other than a dislike of paying QCOM royalties) for them to jeopardize a great company and their shareholders for reasons of 'not invented here' technological pride. Just my 2 centavos. Regards, Mike Doyle