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Profile for jonathan smith

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Date Joined	Nov 27 1995	User Level
Posts	23	Boards Moderated	4
PeopleMarks		Bans Issued	0
Ignored By	0	Bans Received	0

Personal Information

Company: Jonathan Smith & Co.

Occupation/Title: President

Age: 45

Location: North Carolina

College: Guilford College

Degree: B.A.S - 1975

Favorite Stocks: cpu,orcl,csco,gate,coms,nke,cs,sunw,cube,msft,altr,asnd,rotc,zigo,strm

Investment Style: buy wonderful businesses, hold 'em, and then buy more.

Investment Experience: 20 yrs

Interests and Hobbies: Young Life, IVCF, skiing, softball, mtn. biking

Quote: Have no fear. Fear is evil and

25 Most Recent Subjects	Last Post	Posts
CompUSA (CPU)	12-18-97 09:32 PM	1
Cisco Systems, Inc. (CSCO)	02-04-97 06:09 PM	1
3Com Corporation (COMS)	02-04-97 10:22 AM	1
CSCO - Reason To Buy ??	08-15-96 04:48 PM	1
USRX	07-25-96 09:43 AM	2
SUN microsystems: 7/18/96 quarterly report - BIG!	07-24-96 05:02 PM	3
Oracle Corporation (ORCL)	06-17-96 10:11 AM	1
C-Cube	06-14-96 01:28 PM	2
Xilinx (XLNX)	06-05-96 02:24 PM	2
Altera	04-11-96 04:51 PM	1
Sun Microsystems	03-07-96 01:29 PM	1
Kemet Corp.	02-29-96 10:20 PM	1
Vitesse Semiconductor	02-27-96 11:01 PM	1
Micron Technology...great opportunity	12-13-95 03:01 PM	1
CompUSA	12-01-95 12:29 PM	1
Formerly About Applied Materials	11-29-95 10:03 AM	3

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Posts by jonathan smith

Message	Subject	Recs	Date/Time (ET)
never a problem with their investor relations department. In fact, I contacted	CompUSA (CPU)		12/18/1997 09:32:00 PM
CSCO earnings aren not a penny shy of estimates, .51 is a penny ahead of estima	Cisco Systems, Inc. (CSCO)		02/04/1997 06:09:00 PM
using lowest street estimates for FY1, FY2, and growing lowest FY3 estimate	3Com Corporation (COMS)		02/04/1997 10:22:00 AM
Did Cnbc report a special one time charge? Dow Jones news announces earnings @	CSCO - Reason To Buy ??		08/15/1996 04:48:00 PM
DLJ reiterates "outperform" not a buy, I stand corrected.	USRX		07/25/1996 09:43:00 AM
To All, Dlj comes out with a buy and a price target of $90 Heres the news from	USRX		07/25/1996 09:32:00 AM
Msft has already proven Java is best for the net, that's why they've already li	SUN microsystems: 7/18/96 quarterly repo		07/24/1996 05:02:00 PM
To All: What analysts are saying about Sunw... Here's the latest from "Jag N	SUN microsystems: 7/18/96 quarterly repo		07/19/1996 09:59:00 AM
Sun comes in @ .85 (.62 after some one time charges)..after hours trading has i	SUN microsystems: 7/18/96 quarterly repo		07/18/1996 04:56:00 PM
Industry PE (32.8) times FY1 est $1.25 = $41 or about 21% above here. Current v	Oracle Corporation (ORCL)		06/17/1996 10:11:00 AM
Bill - FY1 Mean is $1.67 ($1.75 hi $1.64 lo) +2.8% chg last month FY2 Mean	C-Cube		06/14/1996 01:28:00 PM
Today's panic selling may have been incited by a large block being sold. Inves	C-Cube		06/05/1996 02:51:00 PM
Does the DLJ analyst have an e-mail address?	Xilinx (XLNX)		06/05/1996 02:24:00 PM
Excalibur, what you heard was that a group led by FMR Corp, parent of the inves	Altera		04/11/1996 04:51:00 PM
Guys...this is the SUNW page..	Sun Microsystems		03/07/1996 01:29:00 PM
Local knowledge about a stock can be helpful. What are the locals saying now?	Kemet Corp.		02/29/1996 10:20:00 PM
Any idea how far along they are in making presentations? When is issue schedul	Vitesse Semiconductor		02/27/1996 11:01:00 PM
what do the option premiums suggest about MU's upcoming earnings announcement?	Micron Technology...great opportunity		12/13/1995 03:01:00 PM
which analyst?	Xilinx (XLNX)		12/10/1995 11:00:00 PM
who is this columnist and what publication is crn? Thanks...	CompUSA		12/01/1995 12:29:00 PM
I caused a descrepancy over what Q1 is. I call Q1 the upcoming quarter; thus	Formerly About Applied Materials		11/29/1995 10:03:00 AM
incorrect about Goldman. Three analysts (Hancock, Goldman, and Adams) raised	Formerly About Applied Materials		11/28/1995 05:42:00 PM
any comment re: their backlog and profit margin. If Goldman had not just rais	Formerly About Applied Materials		11/28/1995 05:29:00 PM