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To: Danny who wrote (102625)	5/3/2000 1:34:00 PM
From: Peter Bernhardt	Respond to of 164684

If you want to pick a specific company from a specific time frame, I am sure every sector has its Gold. But if you look at EDA industry for the past 4 years, I feel confident enough (although I have not really done any chart reading) that the performance of the entire sector is much worse than the DOW, the NASDAQ composite, the S&P 500, and a far cry away from the telecom, semi, and internet sector. Why bother to shoot for a 1 out of 5 probability in a dead sector where you can shoot for 3 out of 5 in a growing sector. As for 7-8% growth rate, I am suprised that you did not know this as an investor in this sector. Even an outsider like myself know this:) Danny, True, timing is everything. But like all the other semi-conductor sectors, EDA is cyclical. Right now, we're in the middle of an upswing. IKOS grew revenues 23% last quarter, and improved EPS by over 500%. And I see the growth in revenue accelerating. Whether it will outperform the big caps is another question. I've had money in other small tech companies that were grossly undervalued and watched them go nowhere while the rest of the market took off. But they eventually had their day. Stocks as thinly covered as IKOS indeed provide some of the best opportunities for patient money. - Peter B