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To: Dale Baker who wrote (184)	11/5/1997 1:22:00 PM
From: Bernard Levy	Respond to of 118717

Dear Dale: IKOS's problems are not truly related to its acquisition of Zycad's hardware accelerated simulation business (which was not a good deal). Its problems are: a) its change of distribution system in Japan; b) difficulties in penetrating the emulation business, specifically in competing with QKTN; c) slight delays in the introduction of new products. Becausae of tax selling activity, IKOS will probably not move much until the end of the year. However, the turnaround should be in full swing by March 98. For the sake of fairness in advertising, I should say that I hold IKOS at a 30% loss. However, I still think it is grossly undervalued. For a patient investor, it has the potential to double, and perhaps almost triple, from here. There is however no rush in getting in it, since tax selling pressure will keep it down for a while.