Leading Tech Analyst Previews Earnings for Atmel, Cavium, Lam Research and Microchip Technology
PRINCETON, N.J., July 30, 2013 /PRNewswire/ — Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Atmel (Nasdaq: ATML), Cavium (Nasdaq: CAVM), Lam Research (Nasdaq: LRCX), and Microchip Technology (Nasdaq: MCHP).
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Topics discussed in the latest reports include:
– Atmel: After suggesting that investors sell Atmel early in 2012 when it was trading solidly in the $9s, McWilliams suggested it was again time to buy when the price later dipped into the $5s. Has Atmel made the right moves by selling its serial Flash product line last year, subsequently acquiring IDT’s smart energy group, and shifting to a broader market strategy rather than focusing on touch screen technology? What does McWilliams think about Atmel’s new sensor hub strategy and its strategic design win in the Samsung Galaxy S4 smartphone? What is McWilliams’ outlook for Atmel the rest of 2013?
– Cavium: With numerous design wins finally heading into production this year, Wall Street is clearly excited about Cavium’s prospects for growth. The question is: are they too excited? Even with reasonably sound forecasts of forward revenue and earnings growth, has the price of Cavium overshot a rational valuation, and if so, what price level would be a good point to buy the stock? Beyond taking into consideration the superficial valuation of Cavium’s stock, what two specific factors should investors evaluate in how Cavium presents its non-GAAP earnings data?
– Lam Research: Going into 2013, McWilliams forecasted this would be the start of a positive up-cycle for Applied Materials and Lam Research, the two leaders in semiconductor fabrication equipment. Based on that opinion, he suggested buying both stocks in his Q4 2012 State of Tech report. In reevaluating them today, which does he think is the better buy now, and how do the valuations and free cash flow for these two leaders stack up? Does McWilliams expect the positive trends that have driven the prices of both stocks higher this year to continue in 2014?
– Microchip: Could closer ties between Taiwan Semiconductor Manufacturing and Renesas, and Texas Instruments’ intense focus on embedded processor markets be disruptive to Microchip’s business model? What other changes have occurred recently in the embedded processor sector that could present new competitive challenges for Microchip? Does McWilliams think growth in the aggregate demand for embedded processing and the strength in the new housing market will be effective offsets for the higher level of competition? What is McWilliams outlook for Microchip in the automotive sector?
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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