State of Tech: A Guide to the Q3 2013 Earnings Season that Boldly Predicts the Winners and Losers, Covering Analog Devices, Microchip, and Many More
PRINCETON, N.J., Oct. 10, 2013 /PRNewswire/ — Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Analog Devices (Nasdaq: ADI), Microchip (Nasdaq: MCHP), Harmonic (Nasdaq: HLIT), KLA-Tencor (Nasdaq: KLAC), and EZchip Semiconductor (Nasdaq: EZCH).
Financial writer Steve Halpern, who has covered the newsletter industry for nearly three decades, stated without caveat that the Next Inning State of Tech report is “the most ambitious project” he’s ever seen in the advisory world. Next Inning is proud to announce it has just released its Q3 2013 State of Tech report.
State of Tech is designed to help tech investors establish and manage strategies as well as capitalize on profit opportunities during the upcoming earnings season. This highly acclaimed report covers 71 technology stocks and dives deep into a number of exciting, emerging tech trends.
Next Inning editor Paul McWilliams provides clear and actionable calls and defines what he views as a “full value” price range for over 71 leading tech stocks. Some readers have said it’s like getting next month’s news today. Trial subscribers will receive the 212-page report, which includes over 40 detailed tables and graphs, for free, no strings attached. This report is a must read for investors and analysts focusing on technology right now.
Over the past decade, well over a thousand Wall Street analysts, money managers and institutional investors have joined thousands of savvy private investors in gaining key tech industry insights and intelligence from industry veteran and celebrated investor Paul McWilliams in his role as editor of Next Inning Technology Research.
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.
To get ahead of the Wall Street curve and receive Next Inning’s Q3 2013 State of Tech report, you are invited to take a free, 21-day, no obligation trial with Next Inning, by visiting the following link:
Topics discussed in McWilliams’ recent reports include:
– Analog Devices: What five factors make Analog Devices a good candidate for a strategic investment? What does he see driving Analog Devices going forward? What is McWilliams’ target price range for Analog Devices and how much upside does it represent?
– Microchip: McWilliams says, “No company has leveraged the embedded processor market better than Microchip.” What does this mean for investors? 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?
– Harmonic: Why does McWilliams believe the deployment 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? How might the new Ultra-HD standard impact Harmonic’s business? What other trends does McWilliams think will benefit Harmonic going forward?
– KLA-Tencor: What differentiates KLA-Tencor from other major players in the sector like Applied Materials and Lam Research? Are there signs indicating demand for KLA-Tencor products and services will improve as we move forward? Does McWilliams see this as a secular change that will last or just as a short-term upside? What are the drivers behind this change in the demand environment?
EZchip: Early the morning September 12th, McWilliams alerted investors to the news of Cisco’s new network processor while relaying exclusive details from a high-level industry contact. Later that day, McWilliams’ released a detailed report in which he categorically stated that he did not believe that Cisco’s new nPower X1 materially threatens EZchip’s NP-x processor designs at Cisco. While EZchip shares languished and many investors remained uncertain, McWilliams continued to update subscribers with additional detail, and when Cisco confirmed on September 24th that EZchip is not material threatened by Cisco’s new network processor, the price of EZchip jumped 8.1% higher.
Do new data points from Cisco and Juniper support a strongly bullish view of EZchip? Is EZchip well positioned to reap benefits as bandwidth demand grows? Why might EZchip’s sales to Juniper increase this year even though Juniper designed EZchip out of its MX series roughly four years ago? How does the “Barbie Doll” business model for routers benefit EZchip? Do emerging technologies called NFV and SDN pose risks for EZchip, or might EZchip actually hasten their deployment?
Founded in September 2002, Next Inning’s model portfolio has returned 290% since its inception versus 83% 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