Top Tech Analyst Previews Earnings for JDS Uniphase, Applied Materials, Cisco Systems, MIPS Technologies and Avago Technologies
PRINCETON, N.J., Aug. 13, 2012 /PRNewswire/ — Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has published updated outlooks for JDS Uniphase (Nasdaq: JDSU), Applied Materials (Nasdaq: AMAT), Cisco Systems (Nasdaq: CSCO), MIPS Technologies (Nasdaq: MIPS), and Avago Technologies (Nasdaq: AVGO).
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.
Ahead of its earnings report on July 26th, McWilliams reiterated his negative view on Facebook. Facebook is down nearly 50% from where the stock opened on its first day of trading after McWilliams strongly suggested that readers avoid the IPO. McWilliams also suggested selling Advanced Micro Devices July 3rd when it was trading for more than $6. It has fallen 28% since its disappointing report. The stocks McWilliams has suggested buying have fared much better with several going up 20% or more. Trial subscribers will receive free access to week’s earnings previews in which McWilliams provides his candid opinions as to what to buy and what to sell.
In addition to this week’s previews, trial subscribers will receive free access to McWilliams’ “Guide for the Q2 Earnings Season”, in which he 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 and August 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.
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McWilliams’ recent reports cover the following topics and more:
– JDS Uniphase: What are the two major differences between JDS Uniphase and its rivals, Finisar and Oclaro? What makes fiber optics manufacturer Avago different from all three? What is the profit profile for the section of JDS Uniphase’s business that is comparable with Finisar and Oclaro? What does McWilliams see as the good and bad sides of JDS Uniphase and, when summing the parts, does he think it makes sense to own the stock? What three strategies does McWilliams see as valid ways for investors to cover the fiber optics sector?
– Applied Materials: Are broader trends in semiconductor fabrication poised to benefit Applied Materials? Does McWilliams believe that Applied Materials is now trading at a relatively low valuation? What is McWilliams’ fair value range for the stock and how much upside does it represent from current prices? Does Applied Materials’ dividend policy, stock price valuation and upside potential qualify it for McWilliams’ “Triple Crown Tech Portfolio?”
– Cisco: Were analysts right to recommend selling Cisco a few weeks ago in response to VMWare’s announced acquisition of network virtualization company Nicira? What gave McWilliams confidence to step up and suggest Next Inning readers buy shares in Cisco when the stock dropped sharply into the $15s? Where does McWilliams see Cisco going from here? Does Cisco’s dividend policy, stock price valuation and upside potential qualify it for McWilliams’ “Triple Crown Tech Portfolio?”
– 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? What does it signify that Facebook is reportedly considering MIPS as a viable source for processors to use in its server designs?
– Avago: Is Avago likely to maintain its position as an Apple supplier? Why does Avago present a very interesting and unique proposition for investors? What two hot sectors does an investment in Avago allow investors to cover? Is McWilliams expecting a strong earnings report from Avago that could send shares gapping higher?
Founded in September 2002, Next Inning’s model portfolio has returned 237% 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