PRINCETON, N.J., Jan. 24, 2012 /PRNewswire/ -- Next Inning
Technology Research (http://www.nextinning.com), announces the
release of its earnings previews and its 2012 outlooks for Apple
(Nasdaq: AAPL), Advanced Micro Devices (NYSE: AMD), Altera (Nasdaq:
ALTR), Fusion-IO (NYSE: FIO), and Cypress Semiconductor (Nasdaq:
CY).
Next Inning readers leverage the insight you can only get from
an industry insider. Next Inning editor Paul McWilliams was a tech industry executive
for more than two decades. Not only does he know how things
work from the inside and how to spot a winning business model, he
also has a long and successful record of picking winning
stocks.
The Ecosystem State of Tech report, which was published this
morning, is the seventh in a series of reports that analyzes
various tech sectors from the ground up. This report covers
some of the largest OEM tech companies in the world. In its
15 pages, it includes 11 tables providing fundamental data and
valuation analysis as well as detailed commentary, forecasts and
actionable ideas for the various companies that are making
headlines today.
Next Inning has already published its State of Tech Reports on
broadband and smartphone semiconductor companies, digital
semiconductor companies, electronic manufacturing services (EMS)
companies, analog and mixed-signal semiconductor companies,
original equipment manufacturers (OEM), as well as a special
in-depth report focused on Intel and its competitors.
Next Inning trial subscribers now have a rare opportunity to
gain access to these valuable reports filled with actionable ideas
on over five dozen stocks, via a free, no-strings-attached, trial
subscription.
To take advantage of this offer and receive these reports for
free, please visit the following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1349
Trial subscribers will also receive McWilliams' regular
commentary and real-time trade alerts in his Next Inning model
portfolio, up 18% year to date.
McWilliams covers these topics and more in his recent
reports:
-- McWilliams has been spot on with his analysis of Apple since
the release of the iPod. In January
2009 when Apple was trading for under $100, he pointed to how accounting policies were
masking Apple's earnings a full nine months before it became a
topic on Wall Street. In his updated Apple earnings preview,
he addresses important topics including what Apple is likely to do
with its over $80 billion in cash,
who Apple might partner with for semiconductor manufacturing and,
of course, how he sees Apple's ecosystem of products and services
evolving. In addition to these factors, he breaks down the
financial complexities into easy to understand terms and provides
detail as to how he arrived at his updated price target range for
2012.
-- Ahead of Fusion-IO's November earnings report, McWilliams
noted that the stock was trading above what could be supported by
fundamental data but that Wall Street's love affair with the stock
would likely push shares higher following what he expected to be a
strong report. After the report, shares surged above $40 before retreating to the $20s. Does
McWilliams expect a similar pattern following Fusion-IO's report
today? Is Fusion-IO the next VMware, as some on Wall Street
suggest? Does McWilliams see Fusion-IO on a path to long-term
growth?
-- How is China important to
the AMD story? What has AMD done to give it better branding power
in China than it has in Western
countries? How does McWilliams expect AMD's new CEO to
leverage this power? How much upside does McWilliams'
estimated fair value range for AMD represent from current prices,
and what exit strategy would he recommend for current
investors?
-- In what ways has Wall Street totally missed the programmable
logic paradigm and underestimated the growth potential of sector
leaders Altera and Xilinx? Does McWilliams continue to believe
investors should consider one or both of these stocks as core
strategic investments? Which of the two does McWilliams
favor? Does McWilliams view Altera and Xilinx as good strategic
investments? Does McWilliams think investors should also
consider adding shares of number three player, Lattice?
-- Has Cypress returned to a leading position in touch screen
controller technology after falling behind Atmel in 2010? What is
the "red flag" that investors in Cypress need to be aware of?
What is McWilliams' fair value range for the stock and how much
upside does it represent? If we leveled the fundamental
playing field with Atmel, how would Cypress' earnings stack up?
Founded in September 2002, Next
Inning's model portfolio has returned 291% since its inception
versus 45% 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