Last updated on April 21, 2014 at 1:20 EDT

Top Tech Analyst Publishes Newly Updated Outlooks for Microchip Technology, Atmel, Anadigics, MIPS Technologies and STMicroelectronics

July 20, 2012

PRINCETON, N.J., July 20, 2012 /PRNewswire/ — Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has published updated outlooks for Microchip Technology (Nasdaq: MCHP), Atmel (Nasdaq: ATML), Anadigics (Nasdaq: ANAD), MIPS Technologies (Nasdaq: MIPS) and STMicroelectronics (NYSE: STM).

Editor Paul McWilliams is best known for spotting big winners long before they are recognized by Wall Street. Nearly a decade ago, he advised Next Inning readers that Apple was positioned to win big when it was trading for less than $10 per share (split adjusted). However, in markets like we face today, many readers appreciate his calls to sell even more.

In his special July 3rd report, “A Guide for the Q2 Earnings Season,” McWilliams advised readers they should sell Advanced Micro Devices and NetList. Since the report was published the price of Advanced Micro has dropped almost 20% and the price of NetList has dropped nearly 30%. What other stocks did McWilliams suggest selling and which ones does he think investors should buy?

In his “Guide for the Q2 Earnings Season”, McWilliams offers in depth data and analysis on 67 tech companies expected to report aggregate revenue in excess of $800 billion this year. The report includes McWilliams’ second half outlook, full value price ranges and current investment opinions for all 67 stocks. With this data, investors can appropriately position themselves for the July earnings season.

McWilliams spent a decades-long career in the technology industry, and has earned a reputation for his skill in communicating complex technology trends to individual investors and professional analysts alike. His reports have won over readers with their ability to unravel the complexities of the industry and, more importantly, identify which companies are likely to be the winners and losers as technology trends change.

McWilliams thinks his 62-page State of Tech report should be read by all tech investors and is making it, along with his special report “Triple Crown Tech Stocks,” available free of charge to all who sign up for a no-obligation free trial to Next Inning Technology Research.

To get ahead of the Wall Street curve and receive Next Inning’s latest reports for free, you are invited to take a free, 21-day, no obligation trial with Next Inning. For full details on this offer, please visit the following link:


McWilliams’ recent reports cover the following topics and more:

– Microchip: Could a recent partnership between Taiwan Semiconductor Manufacturing and Renesas be disruptive to Microchip’s business model? What do we already know about the TSMC/Renesas agreement that will likely disrupt a profitable royalty stream for Microchip? Does McWilliams think investors who have enjoyed Microchip’s generous dividend policy (actually taxed as a return of capital) should do in response? Are there other dividend-paying tech investments that McWilliams thinks will perform better?

– Atmel: Wall Street fell in love with Atmel last year when it took the market share lead in touch screen technology. With the success of touch screen tablets and the fall release of touch screen enabled Windows 8 on the horizon, why has Wall Street abandoned the leader in touch screen? Is Atmel threatened by new competitive forces or could it be that Wall Street thinks the company is investing too much in touch screen to maintain what might be a fragile lead? What potential near-term upside does McWilliams see coming for the stock? Should investors use any strength in Atmel shares to exit the stock?

– Anadigics: What does McWilliams say has been “masking” strategic progress at Anadigics? When does McWilliams believe this mask will be removed and, as a result, allow investors to see progress Anadigics’ has made with customers in South Korea and China? Is Anadigics McWilliams’ favorite stock in the RF semiconductor sector?

– MIPS: What does McWilliams make of recent speculation that MIPS is an acquisition target? What is the likelihood that MIPS will be acquired and which companies are the most likely suitors? Using Broadcom’s recent license deal with MIPS as a model, what value does McWilliams think MIPS will drive from similar deals with other semiconductor companies that he thinks will also have to license MIPS patents? How does this impact ARM Holdings and its license holders? Why is Facebook considering MIPS as a viable source for processors to use in its server designs?

– STMicro: What two company-specific factors have weighed on STMicro? Does McWilliams see these factors shifting over time to work in the company’s favor? Could STMicro shares double to move above $10 within the next year?

Founded in September 2002, Next Inning’s model portfolio has returned 228% since its inception versus 48% for the S&P 500.

About Next Inning:
Next Inning is a subscription-based investment newsletter that provides regular coverage on more than 150 technology and semiconductor stocks. Subscribers receive intra-day analysis, commentary and recommendations, as well as access to monthly semiconductor sales analysis, regular Special Reports, and the Next Inning model portfolio. Editor Paul McWilliams is a 30+ year semiconductor industry veteran.

NOTE: This release was published by Indie Research Advisors, LLC, a registered investment advisor with CRD #131926. Interested parties may visit adviserinfo.sec.gov for additional information. Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.

CONTACT: Marcia Martin, Next Inning Technology Research, +1-888-278-5515

SOURCE Indie Research Advisors, LLC

Source: PR Newswire