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To: Matthew B. who wrote (181)11/5/1997 1:21:00 AM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
IKOS could pay off if you are willing to stick with it and ride it down further if necessary. They clearly have trouble digesting acquisitions, and their dependence on Far East markets doesn't bode well for now. On the other hand, you could be buying underpriced value which will appear later in 1998. The technology is too far over my head to make a firm decision.

I'm on the fence on this one. Good luck.


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