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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 237.85

-2.6%

3:26 PM EST

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To: Danny who wrote (102592)	5/2/2000 8:55:00 AM
From: Peter Bernhardt	Read Replies (2) of 164684

I would avoid EDA sector in general at this moment. Last year the entire industry only grew a mere 11% in revenue and it forecasts a 7-8% growth for this year. I'm not sure where you got this figure, but there are some excellent opportunities in this sector right now. You may have mentioned this earlier in this thread, but Mentor (MENT) just announced extraordinary earnings. IKOS Systems (IKOS) is my particular favorite. It's trading at a significant discount to its growth rate, has no debt, excellent cash flow, and 78% gross margins. They had their problems a couple of years ago, but they've been on an unabated growth track for the last 18 mos -- showing accelerating growth in both revenue and earnings. They've cracked a market no one gave them a chance of breaking (emulation) and look very good against competition like Quickturn (acquired not long ago by Cadence). Problem with IKOS is that it is covered by only one analyst and has limited institutional sponsorship. For those with patience, this is the best bet in the sector (despite Mentor's recent report). FWIW, I've never liked AVNT. Too much controversy. Definitely the bad boy of the group (although Cadence is no better, but seems to fair better by virtue of its size). - Peter B

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