Top Tech Analyst Previews Earnings for Microsoft, SanDisk, Advanced Micro Devices, Fairchild Semiconductor and Lattice Semiconductor
PRINCETON, N.J., July 18, 2012 /PRNewswire/ — Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has published a new special report, previewing earnings for Microsoft (Nasdaq: MSFT), SanDisk (Nasdaq: SNDK), Advanced Micro Devices (NYSE: AMD), Fairchild Semiconductor (NYSE: FCS) and Lattice Semiconductor (Nasdaq: LSCC).
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 report “A Guide for the Q2 Earnings Season” that was published July 3rd, McWilliams stated clearly that readers should sell Advanced Micro Devices and OCZ Technology. On July 9th, AMD announced it would report Q2 revenue 14% below its original forecast. The price of AMD dropped over 15% following the report. The story from OCZ was even worse. After disappointing Wall Street for the second quarter in a row, its stock price dropped over 30% following McWilliams’ warning. What other stocks does McWilliams think investors should sell before their next earnings release?
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’ latest report covers the following topics:
– Microsoft: Is Microsoft now on the right track with its Windows strategy? What three wildcards do Microsoft investors need to monitor as we move through the second half of 2012? What is the one huge critical success factor for Microsoft?
– SanDisk: In his review of SanDisk’s Q1 earnings that was published three months ago when the stock was trading in the mid-$40s, McWilliams warned investors there was a good chance SNDK would dip into the low-$30s. The stock bottomed at $30.99 in May. Do smartphone sales trends suggest a positive outlook for SanDisk? What other factors may work to SanDisk’s benefit during the second half of 2012? Could SanDisk move above $50 in the near term?
– AMD: McWilliams warned Next Inning readers on July 3rd that estimates for AMD were too optimistic and suggested that AMD investors sell the stock. Does McWilliams view AMD’s shortfall for Q2 as just a near-term setback or does he see it as game over for any bullish thesis?
– Fairchild: Fairchild shares have fallen over 10% since McWilliams advised investors on July 3 to avoid the stock. Should investors now reconsider Fairchild at this new lower price? Should investors be concerned about the competitive risks Fairchild is facing in mobile markets? Is near-term strength in mobile markets likely to offset the weakness Fairchild has seen in its traditional markets?
– Lattice: What three factors led Lattice to lower its revenue guidance in June? What does McWilliams think led Lattice to also significantly lower its gross profit margin forecast? Has this announcement created a buying opportunity for investors, or should investors expect further downside for the stock? How could Lattice better manage its communications with investors?
Founded in September 2002, Next Inning’s model portfolio has returned 232% since its inception versus 49% 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 Indie Research Advisors, LLC