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Profile for Jonathan Edwards

Site Participation
Date Joined	Mar 8 1996	User Level
Posts	293	Boards Moderated	1
PeopleMarks	2	Bans Issued	0
Ignored By	0	Bans Received	0

Personal Information

Company: IBM

Occupation/Title: Advisory programmer

Age: Born 1962

Location: Kentucky

College: Brown University;University of Kentucky

Degree: AB;MS

Investment Style: dabble here, dabble there

Investment Experience: Since 1985

25 Most Recent Subjects	Last Post	Posts
IBM	12-10-04 06:47 AM	24
Semi-Equips - Buy when BLOOD is running in the streets!	08-14-02 05:34 PM	22
Verizon Communications (VZ)	06-13-02 10:08 PM	1
MEMC INT'L. (WFR -NYSE) The Sleeping Giant?	08-09-01 01:50 PM	101
Taiwan Semiconductor (NYSE: TSM)	04-20-01 01:22 PM	4
Transmeta (TMTA)-The Monster That Could Slay Intel	10-28-00 02:25 AM	6
Low Price/Cash Ratio Value Stocks	10-25-00 01:45 PM	1
Asyst Technologies (ASYT) Good Value/Where is the Bottom?	06-15-00 04:01 PM	10
Photronics [PLAB]	02-18-00 10:06 AM	6
Helix Technology, a cold play on semiconductor equipment	01-28-00 07:42 AM	5
Speedfam [SFAM] Lovers Unite !	12-22-99 05:38 AM	27
Dupont Photomasks (DPMI)	11-24-98 08:57 AM	4
AMERITRADE HLD A (NASDAQ:AMTD)	10-01-98 02:42 PM	5
Discuss Go2Net's acquisition of our beloved SI	04-26-98 07:49 PM	3
About REITs and your portfolio	03-23-98 09:45 PM	6
Speedfam Options Discussions	11-18-97 10:28 AM	1
Formerly About Applied Materials	11-03-97 09:56 PM	18
Is Terra Nitrogen Co. L.P. a good buy? (TNH)	10-21-97 02:08 PM	1
Value Investing	09-05-97 01:45 PM	4
IPEC - #1 in CMP?	09-03-97 11:27 AM	3
General Lithography	07-27-97 10:44 AM	3
Silicon Valley Group	07-21-97 08:18 AM	2
Options for Newbies -(Help Me Obi-Wan-Kenobe)	07-08-97 07:56 PM	1
Etec Systems moving up	05-28-97 12:45 PM	4
Cohu, Inc. (COHU)	05-09-97 01:34 PM	1

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Posts by Jonathan Edwards

Message	Subject	Recs	Date/Time (ET)
Why would a PC manufacturer need to purchase chipmaking equipment from AMAT?	IBM		12/10/2004 06:47:52 AM
<i>Equity supporting the pension fund right now is better than cash as long as	IBM		11/26/2002 11:37:32 AM
IBM wants to put stock in the pension fund instead of cash because it's cheape	IBM		11/24/2002 03:19:00 AM
Thanks. For reference:	Semi-Equips - Buy when BLOOD is running		08/14/2002 05:34:34 PM
Invest in SOXX?	Semi-Equips - Buy when BLOOD is running		08/14/2002 01:25:03 PM
Economics of broadband	Verizon Communications (VZ)		06/13/2002 10:08:44 PM
<i> The OEM business weakness is not surprising considering that their custome	IBM		04/09/2002 06:30:42 AM
>Which IBM earnings aren't real? By not real, I mean "don't	IBM		03/08/2002 07:34:07 PM
From sleeping to comatose:	MEMC INT'L. (WFR -NYSE) The Sleeping G		08/09/2001 01:50:49 PM
Why are people ignoring TSM's competitors' threads?	Taiwan Semiconductor (NYSE: TSM)		04/20/2001 01:22:01 PM
So is there any way an average US investor can buy Shin-Etsu?	MEMC INT'L. (WFR -NYSE) The Sleeping G		01/24/2001 06:31:07 AM
<i>I need to know if IBM paid a dividend from the period Sept 5 to Nov 28th of	IBM		12/12/2000 04:48:40 PM
<i>I always wonder why people are concerned about EPS rising because of the re	IBM		11/03/2000 01:00:49 PM
One aspect of buying puts while long the stock that I haven't seen addressed y	IBM		11/02/2000 01:52:42 PM
<i>the company may be able to find new applications for the chip (named Caruso	Transmeta (TMTA)-The Monster That Could		10/28/2000 02:25:11 AM
<i>a new 5 inch fab (that's underutilized)</i>	Low Price/Cash Ratio Value Stocks		10/25/2000 01:45:11 PM
<i>So Watson - What do you REALLY think of Gerstener?</i>	IBM		10/19/2000 09:17:39 AM
IBM has for several years now spent each quarter's net income (and often of la	IBM		10/17/2000 08:44:17 PM
This appears to be the first quarter in awhile that IBM	IBM		10/17/2000 04:39:29 PM
<i>Does anyone have IBM's cash flow numbers from Q1 and this quarter.</i>	IBM		07/19/2000 08:44:13 PM
<i>if the semi business is supposed to be so hot overall why did IBM sell East F	IBM		07/01/2000 07:52:00 PM
<i>recall IBM's Blue Lightning and PowerPC chips ... which eventually bowed to	IBM		06/26/2000 11:45:00 AM
<i>the max pain for June put/calls is at 35</i>	Asyst Technologies (ASYT) Good Value/Whe		06/15/2000 04:01:00 PM
<i>We ARE seeing RBCs all over the place</i>	Semi-Equips - Buy when BLOOD is running		05/24/2000 12:53:00 PM
<i>If "plant, ..." under "Assets" is reduced, something under "Liablities and S	IBM		04/19/2000 04:31:00 PM
<i>A reasonable person could assume that reductions in capital assets due to th	IBM		04/19/2000 11:42:00 AM
<i>BTW, what is a 2% decline in shareholders equity supposed to mean to me?</i>	IBM		04/19/2000 05:50:00 AM
ASYT seems to have suffered a greater than average decline over the past few da	Asyst Technologies (ASYT) Good Value/Whe		04/05/2000 10:38:00 AM
Actually, it looks like they aren't necessarily into SOI in a big way. (I thou	MEMC INT'L. (WFR -NYSE) The Sleeping G		02/24/2000 09:43:00 AM
Canon is investing USD 18+ million to expand its SOI wafer production.	MEMC INT'L. (WFR -NYSE) The Sleeping G		02/23/2000 01:58:00 PM
<i>Buybacks are usually good; exudes management confidence.</i>	IBM		02/18/2000 01:25:00 PM
The consolidated statement of stockholders' equity in the annual report shows h	IBM		02/18/2000 10:23:00 AM
<i>By the way, what new, much smaller sized silicon "waifers" are you referring	Photronics [PLAB]		02/18/2000 10:06:00 AM
<i>p.s. i'm wondering what they are doing with their billions and billions of e	IBM		02/18/2000 08:13:00 AM
<i> He also mentioned a company called Advanced Energy or something similar, in	Helix Technology, a cold play on semicon		01/28/2000 07:42:00 AM
<i>First, Crusoe will enable Transmeta to "clone" any specialty microprocessor	Transmeta (TMTA)-The Monster That Could		01/22/2000 05:39:00 PM
<i>It may not include any radical new ideas, but if combining them well to ma	Transmeta (TMTA)-The Monster That Could		01/21/2000 06:40:00 PM
What I meant to say...	Transmeta (TMTA)-The Monster That Could		01/20/2000 07:21:00 AM
<i>Please explain nanocode. The Crusoe chip is a VLIW machine that runs code Tr	Transmeta (TMTA)-The Monster That Could		01/20/2000 06:58:00 AM
I've looked over their architectural description. It seems much more evolution	Transmeta (TMTA)-The Monster That Could		01/19/2000 09:17:00 PM
So, one day before reported earnings of (0.15), Lehman cuts their estimates fro	Speedfam [SFAM] Lovers Unite !		12/22/1999 05:38:00 AM
My guess - ASYT moved in sympathy with PRIA's recent (Friday?) surge...	Asyst Technologies (ASYT) Good Value/Whe		12/21/1999 06:16:00 AM
<i>can you explain how y2k is an issue for IBM and no issue for Intc, M$FT, C$C	IBM		12/07/1999 08:51:00 AM
IBM's internal phonebook app shows that Ian Bonner reports to the General Manag	IBM		12/01/1999 09:15:00 AM
BoA analyst upgrades WFR - target $18-$21	MEMC INT'L. (WFR -NYSE) The Sleeping G		10/04/1999 03:50:00 PM
<i>Then he wrings his hands over possible losses in high profits from hardware	IBM		09/29/1999 01:30:00 PM
VEBA to divest WFR after merger with VIAG:	MEMC INT'L. (WFR -NYSE) The Sleeping G		09/27/1999 08:46:00 AM
<i>That concern is understandable, considering that IBM's hardware numbers gene	IBM		09/17/1999 07:46:00 PM
Bank of America raised their rating:	Speedfam [SFAM] Lovers Unite !		09/08/1999 10:26:00 AM
<i>they didn't spin off Asyst Automation, they wrote it off.</i>	Asyst Technologies (ASYT) Good Value/Whe		08/21/1999 03:12:00 PM