NI Technology Research Updates Outlooks for Ceragon Networks, STEC, Finisar,
Alcatel-Lucent, and Anadigics
PRINCETON, N.J., Feb. 27, 2012
PRINCETON, N.J., Feb. 27, 2012 /PRNewswire/ --Next Inning Technology Research
(http://www.nextinning.com), an online investment newsletter focused on
semiconductor and technology stocks, has published updated outlooks on Ceragon
Networks (Nasdaq: CRNT), STEC (Nasdaq: STEC), Finisar (Nasdaq: FNSR),
Alcatel-Lucent (NYSE: ALU), and Anadigics (Nasdaq: ANAD).
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. Year to date in 2012 these picks have
driven a 26% gain for the Next Inning Model Portfolio. Since its inception in
2002, the model portfolio is up over 300%.
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McWilliams covers these topics and more in his recent reports:
-- When looking at the two major companies providing microwave backhaul
technology, DragonWave and Ceragon, which does McWilliams prefer and why? What
notable aspect of the Ceragon story seldom makes headlines? How does Ceragon's
free cash flow compare to its reported earnings? How has the value of
Ceragon's balance sheet changed during the last year? What price target range
does McWilliams see as viable for Ceragon's stock and does it suggest there is
enough upside potential to offset the risk?
-- After his suggestion to sell STEC in 2009 when the stock was trading in the
mid-$30s, McWilliams called several successful swing trades in STEC with each
yielding profits in the range of 40%-60%. While there is absolutely no doubt
that Solid State Drive (SSD) technology is hot today, does McWilliams think
there is enough upside potential in STEC to give investors reason to gamble on
another successful swing trade or maybe view STEC as a stock to buy and hold?
-- Have analysts been right to lower fiscal 2013 estimates for Finisar or are
they simply extrapolating the temporary lull in demand and ignoring the
potential for a positive inflection point? What short-term issues are likely
to weigh on Finisar's profit margin during its April quarter (fiscal Q4,
2012)? What changes are likely to drive upsides starting with fiscal Q1, 2013
and accelerate during the second half of the calendar year? Why is Finisar
poised to grow its earnings much faster than it grows its revenue? Does
McWilliams' analysis suggest Finisar is notably undervalued heading into its
earnings report this week?
-- What does McWilliams make of recent reports that Alcatel-Lucent may be an
acquisition target for private equity firms? What three factors might make
Alcatel-Lucent an attractive acquisition? Could Alcatel-Lucent shares be worth
well over double what they trade for today? Does McWilliams think it will
require an acquisition to unlock this value, or can Alcatel-Lucent do it on
-- What was McWilliams view of Anadigics' earnings report last week? Based on
his in-depth analysis, does he view the stock's post-earnings decline as
unwarranted? When does McWilliams think Anadigic shares will rebound and to
what level? What is the Anadigics "wildcard" for 2012 that investors need to
be aware of?
Founded in September 2002, Next Inning's model portfolio has returned 309%
since its inception versus 51% 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
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