Next Inning Technology Publishes Updated Outlooks for the Electronic Manufacturing Services (EMS) Sector
August 11 2006 - 10:51AM
PR Newswire (US)
PRINCETON, N.J., Aug. 11 /PRNewswire/ -- Next Inning Technology
Research (http://www.nextinning.com/), a subscription service
focused on semiconductor and technology stocks, has published
updated outlooks for the Electronic Manufacturing Services (EMS)
sector, including Sanmina-SCI (NASDAQ:SANM), Solectron (NYSE:SLR),
Flextronics (NASDAQ:FLEX), and Merix (NASDAQ:MERX), among others.
New subscribers will also receive Next Inning's Q2 State of Tech
report, a $149 value, free when they sign up for a complimentary
21-day trial subscription to Next Inning. In its entirety, Next
Inning's Q2 State of Tech report is nearly 100 pages chock-full of
charts, tables, and actionable investment commentary:
https://www.nextinning.com/subscribe/index.php?refer=prn313 In the
report, Editor Paul McWilliams wrote: "My favorite EMS proxy
includes Celestica, Flextronics, Jabil Circuit, Solectron, and
Sanmina-SCI. Celestica, Flextronics, and Sanmina-SCI reported last
week and the other two reported their May quarters, which I
classify as calendar Q2, about a month ago. As a group, these
companies reported rather uninspiring year-over-year comparisons in
calendar Q2. However, the group's sequential comparisons are very
healthy, as was the aggregate guidance. Based on guidance, the
group is expected to report $14.8B in revenues in calendar Q3. This
represents a 5.8% sequential increase and an 11.8% year-over-year
increase." McWilliams looks at these topics: -- How does recent
positive Q3 guidance from the EMS sector compare to expectations
from other technology sectors? -- What other factors besides
improving business conditions might be behind the positive Q3
guidance in the EMS sector? -- How much have rising interest rates
played a part in weakness among EMS stocks recently? -- Does the
positive Q3 guidance from the EMS sector impact McWilliams'
thinking on the tech sector as a whole? Founded in September 2002,
Next Inning's model portfolio has returned over 200% since its
inception versus 66% for the Nasdaq. About Next Inning: Next Inning
is a subscription financial newsletter focused on technology
stocks. Editor Paul McWilliams is a 20+-year industry veteran.
NOTE: This release was published by Indie Research Advisors, LLC
(CRD #131926), a registered investment advisor with the NASD and
State of NJ. 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: Rusty
Szurek, Next Inning Technology Research, +1-888-278-5515
DATASOURCE: Indie Research Advisors, LLC CONTACT: Rusty Szurek,
Next Inning Technology Research, +1-888-278-5515 Web site:
http://www.nextinning.com/
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