March 6, 2009
Next Inning Technology Research Updates Outlooks for NetLogic Microsystems, PMC-Sierra, Analog Devices, Nvidia, and MIPS Technologies
Throughout this challenging period in the market, Editor
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In a recent special report, McWilliams wrote, "While these two rumors appear to be what is driving NetLogic today, in my opinion it's actually what I see as represented by the stars aligning that is more important. The stars in this analogy represent the now well documented demand being generated by the Chinese stimulus plan that in part is making huge investments in telecom and broadband (both wired and wireless). For NetLogic, it's the wireless activity that is most important..."
McWilliams also looks at these topics:
-- What elements may be aligning to create a unique opportunity for NetLogic investors? What other stocks may share in NetLogic's good fortune?
-- Might PMC-Sierra and Analog Devices benefit from the same trends that led Altera and Xilinx to recently revise their revenue forecasts higher?
-- Will Nvidia be able to overcome the increasing pressure of a variety of competitors in its markets?
-- Might tiny MIPS represent a big opportunity for investors thanks to its exposure to certain fast growing markets?
About Next Inning:
Next Inning is a subscription financial newsletter focused on technology stocks. Editor
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.
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