Leading Tech Analyst Issues Investor Updates on EZchip Semiconductor, Finisar, OmniVision Technologies, Intel, and Harmonic
PRINCETON, N.J., Sept. 5, 2012 /PRNewswire/ — Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has published updated outlooks for EZchip Semiconductor (Nasdaq: EZCH), Finisar (Nasdaq: FNSR), OmniVision Technologies (Nasdaq: OVTI), Intel (Nasdaq: INTC), and Harmonic (Nasdaq: HLIT).
So far, the roadmap McWilliams laid out for 2012 has been extremely accurate. In March, just two days before the market peaked and began its over two-month slide, he warned Next Inning readers that stock prices were peaking and a correction was headed our way. Following this, once the markets bottomed, he predicted we would see prices rally during the July and August earnings season, and rally they did.
With the tech world buzzing about the impact of the Apple/Samsung patent trial, McWilliams has offered his fresh analysis on the possible implications (or lack thereof) for Apple and a number of firms across the tech spectrum. This special report is available for free to trial subscribers.
Last week, McWilliams updated his highly acclaimed “Triple Crown” tech stock portfolio that is specifically designed to deliver higher dividend yield, a lower price-to-earnings ratio multiple and higher growth potential than the S&P500. Since the start of the July earnings season, McWilliams Triple Crown portfolio has returned nearly 60% more profits than the S&P 500. This report also includes McWilliams’ updated forecast for the second half of 2012. Trial subscribers will receive free access to these reports as well as the entire contents of the Next Inning archives.
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 latest reports should be read by all tech investors and is making them, 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:
– EZchip: As many investors know, EZchip released the details of its new NPS series of network processors before the open this morning and conducted a conference call following that. Today, EZchip already claims to be the network processor supplier for every major router manufacturer other than Juniper and Alcatel. Its network processors are used on at least three Cisco router platforms that are just now ramping in production. With its new NPS series of network processors for “smart” networks, it integrates all of the Layer 4 through 7 functions that are commonly supported by chips from Broadcom and Cavium into its new class of network processors. Investors who want to know how this chip works, the details and size of the markets it opens for EZchip and how it could threaten business models throughout the networking and chip industries will get a full and detailed update later today when McWilliams releases his exclusive report to Next Inning Readers. This report is available for free to trial subscribers.
– Finisar: In his earnings preview that was published over the holiday weekend, McWilliams warned readers there were risks associated with Finisar living up to the expectations published by the covering analysts. Does he see Finisar’s currently weak revenue performance as being a company-specific problem or something that is attached to the weak demand we’re still seeing from telecom companies? Does he think there is reason to expect Finisar to gain market share later this year in certain high-profit-margin products? Does he view Finisar at its currently depressed price in the low teens as a good speculative buy and, if so, what does he model as being a reasonable price target going forward?
– OmniVision: McWilliams advised Next Inning readers to go long on OmniVision when the price dipped into the $11s earlier this year and in a special alert sent out following the earnings report last Thursday, McWilliams strongly encouraged readers to sell at the open. Since McWilliams picked up coverage of OmniVision over eight years ago he has staunchly maintained it is not a stock to hold for the long term, but a great stock for swing trading. He has proven this by calling nearly a dozen profitable swing trades with several delivering more than 50% profit. Why does he view OmniVision this way and why did he suggest selling Friday at the open?
– Intel: With certain pundits again claiming that Moore’s Law is nearing an end, should Intel investors be concerned, or are the pundits once again premature in their assessment? Is the Piper Jaffray analyst who predicts the demise of the “Wintel” franchise correct or does McWilliams think there is reason to forecast Intel taking market share in the tablet market with the release of Windows 8? Why does McWilliams predict Windows RT, which is the version that runs on ARM processors, will be much less successful than some analysts are currently predicting?
– Harmonic: Based on McWilliams’ meetings with Harmonic execs, what are the three key objectives associated with the company’s recent management changes? Why does Harmonic trade at such a low valuation? Is McWilliams expecting upside for Harmonic? Why does McWilliams believe the introduction of CCAP technology will substantially boost revenue growth potential for Harmonic? What advantages does McWilliams think Harmonic has over its competitors in this emerging market? What is happening in the world of encoders that McWilliams thinks will boost Harmonic’s revenue beginning in 2013? McWilliams’ nine-page in depth report on Harmonic is available for free to trial subscribers and is a must-read for Harmonic investors and analysts.
Founded in September 2002, Next Inning’s model portfolio has returned 243% since its inception versus 55% 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