NI Technology Updates Outlooks for VMware, EMC, Citrix Systems, Motorola and Juniper Networks
PRINCETON, N.J., July 19 /PRNewswire/ — Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published its updated State of Tech report covering the semiconductor fabrication sector. In this report you’ll find detailed fundamental analysis of the sector as well as actionable commentary on companies including VMware (NYSE: VMW), EMC (NYSE: EMC), Citrix Systems (Nasdaq: CTXS) and Motorola (NYSE: MOT) and Juniper Networks (NYSE: JNPR).
Editor Paul McWilliams has displayed uncanny accuracy in identifying winners and losers during this challenging and historic period for the markets. After logging a very successful 2009 that included suggesting his readers buy a number of stocks that subsequently posted gains of 100% to 400%, he advised readers on May 3rd that the markets were heading for a correction. As many investors are painfully aware, McWilliams was right again.
Now that the major indexes have fallen more than the ten percent required to classify the drop as a “correction,” McWilliams has outlined what he views as the real risks and advised Next Inning readers how he thinks things will play out during the balance of 2010.
Trial subscribers will receive the Next Inning Summer Strategy Review, and freshly published and highly acclaimed State of Tech reports that offer in-depth sector by sector coverage of over 65 leading tech companies and specific guidance on which stocks he thinks investors should own and which should be avoided. These reports, as well as McWilliams’ regular commentary and detailed earnings previews, are available for free to trial subscribers.
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McWilliams covers these topics and more in his recent reports:
– The price of EMC has moved up 87% since it was listed as a good strategic investment McWilliams’ report “Undervalued Tech Stocks for 2009.” Are EMC and VMware best positioned to benefit from the virtualization trend? Why might VMware investors be better off gaining exposure to VMware via an investment in EMC? In his special State of Tech report, McWilliams breaks down EMC’s valuation by deconstructing and reconstructing its 81% ownership of VMware. Do these two methods of analyzing EMC’s value suggest we should be seeing higher prices soon? What other virtualization company does McWilliams think makes sense to pair with EMC?
– Is an investment in Citrix a good way to take advantage of the virtualization trend? How is Citrix faring versus VMware in the virtualization market based on data from McWilliams’ field contacts? What stock would McWilliams consider pairing with Citrix? How does Citrix’s market valuation compare with sector leader, VMware? Is Citrix a better value play?
– Is McWilliams bullish on Motorola ahead of the company’s planned split into two separate entities next year? Exactly how will the company be split and what will current Motorola investors get once the split takes effect? What operational problems will this split fix? How does Nokia’s proposed purchase of a portion of Motorola’s networking group impact the equation for the two companies?
– McWilliams advised Next Inning readers in April that the price of Juniper had gotten ahead of the company’s performance and suggested it was time to hedge using covered calls or consider thinning exposure. Is Juniper likely to return to its April highs in the near term? What is the nature of the competitive threat that Cisco poses to Juniper? What is McWilliams’ fair value range for Juniper and how much upside does it represent?
Founded in September 2002, Next Inning’s model portfolio has returned 242% since its inception versus 18% 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