The pmcw Report Provides Commentary on This Week's Upcoming
Semiconductor Earnings Announcements
BOSTON, April 21, 2004 (PRIMEZONE) -- The pmcw Report recently
published an update providing opinions on many of the semiconductor and
technology companies slated to announce earnings later this week.
The pmcw Report ( http://www.pmcwreport.net/ ) is a subscription
financial newsletter focused on technology and semiconductor companies.
It is published by Paul McWilliams, a 20+ year industry veteran and
ranked by SmartMoney as one of the thirty most influential people in
In the fall of 2002, McWilliams was one of the first to call the
semiconductor turnaround. The pmcw Report's model equity portfolio has
returned a staggering 324% since its September 2002 inception, well
outdistancing the NASDAQ's 52% gain over the same period. Since the
first of the year, the report's equity positions have gained over 22%,
versus a 1% loss for the NASDAQ.
In his latest update, McWilliams provided commentary on the following
companies: KLA-Tencor (Nasdaq:KLAC), Kulicke & Soffa (Nasdaq:KLIC),
Lattice Semiconductor (Nasdaq:LSCC), Maxtor (NYSE:MXO), MIPS Technology
(Nasdaq:MIPS), Optibase (Nasdaq:OBAS), QUALCOMM (Nasdaq:QCOM),
QuickLogic (Nasdaq:QUIK), Silicon Storage Technology (Nasdaq:SSTI),
STMicroelectronics (NYSE:STM), Tellabs (Nasdaq:TLAB), Alliance
Semiconductor (Nasdaq:ALSC), Broadcom (Nasdaq:BRCM), C-COR
(Nasdaq:CCBL), Integrated Device Technology (Nasdaq:IDTI), Integrated
Silicon Solutions (Nasdaq:ISSI), Micrel (Nasdaq:MCRL), Microchip
Technology (Nasdaq:MCHP), Microsemi (Nasdaq:MSCC), Power-One
(Nasdaq:PWER), Actel (Nasdaq:ACTL).
In his commentary McWilliams often included if he thought the company
would beat consensus estimates, what kind of guidance the company might
provide and in some cases included his high-level thoughts on the
company as a potential investment, including his "fair value" price.
McWilliams also recently posted his first quarter review of the
semiconductor market including opinions as to what investors should
expect for the remainder of 2004. He provided readers with the insights
he gained from discussing the current cycle with his many field
contacts. Topics covered include:
-- Where does the industry stand in relation to the records set in
-- What do semiconductor cycles have in common?
-- How long do semiconductor cycles last?
-- Where does China fit in the world of semiconductors?
Those interested in learning what McWilliams wrote in his latest update
can sign up for a free thirty-day trial to his service by clicking:
About the pmcw Report
The pmcw Report is a newsletter managed by technology veteran Paul
McWilliams and RagingBull.com founder Rusty Szurek. Members enjoy daily
postings and a model portfolio.
To learn more please visit:
CONTACT: pmcw Report
Provider ID: 00056222
-0- Apr/21/2004 14:51 GMT
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