Top Tech Analyst Publishes Newly Updated Outlooks for Microchip Technology, Atmel, Anadigics, MIPS Technologies and
Top Tech Analyst Publishes Newly Updated Outlooks for Microchip Technology,
Atmel, Anadigics, MIPS Technologies and STMicroelectronics
PR Newswire
PRINCETON, N.J., July 20, 2012
PRINCETON, N.J., July 20, 2012 /PRNewswire/ -- Next Inning Technology Research
(http://www.nextinning.com), an online investment newsletter focused on
technology stocks, has published updated outlooks for Microchip Technology
(Nasdaq: MCHP), Atmel (Nasdaq: ATML), Anadigics (Nasdaq: ANAD), MIPS
Technologies (Nasdaq: MIPS) and STMicroelectronics (NYSE: STM).
Editor Paul McWilliams is best known for spotting big winners long before they
are recognized by Wall Street. Nearly a decade ago, he advised Next Inning
readers that Apple was positioned to win big when it was trading for less than
$10 per share (split adjusted). However, in markets like we face today, many
readers appreciate his calls to sell even more.
In his special July 3rd report, "A Guide for the Q2 Earnings Season,"
McWilliams advised readers they should sell Advanced Micro Devices and
NetList. Since the report was published the price of Advanced Micro has
dropped almost 20% and the price of NetList has dropped nearly 30%. What
other stocks did McWilliams suggest selling and which ones does he think
investors should buy?
In his "Guide for the Q2 Earnings Season", McWilliams offers in depth data and
analysis on 67 tech companies expected to report aggregate revenue in excess
of $800 billion this year. The report includes McWilliams' second half
outlook, full value price ranges and current investment opinions for all 67
stocks. With this data, investors can appropriately position themselves for
the July earnings season.
McWilliams spent a decades-long career in the technology industry, and has
earned a reputation for his skill in communicating complex technology trends
to individual investors and professional analysts alike. His reports have won
over readers with their ability to unravel the complexities of the industry
and, more importantly, identify which companies are likely to be the winners
and losers as technology trends change.
McWilliams thinks his 62-page State of Tech report should be read by all tech
investors and is making it, along with his special report "Triple Crown Tech
Stocks," available free of charge to all who sign up for a no-obligation free
trial to Next Inning Technology Research.
To get ahead of the Wall Street curve and receive Next Inning's latest reports
for free, you are invited to take a free, 21-day, no obligation trial with
Next Inning. For full details on this offer, please visit the following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1440
McWilliams' recent reports cover the following topics and more:
-- Microchip: Could a recent partnership between Taiwan Semiconductor
Manufacturing and Renesas be disruptive to Microchip's business model? What do
we already know about the TSMC/Renesas agreement that will likely disrupt a
profitable royalty stream for Microchip? Does McWilliams think investors who
have enjoyed Microchip's generous dividend policy (actually taxed as a return
of capital) should do in response? Are there other dividend-paying tech
investments that McWilliams thinks will perform better?
-- Atmel: Wall Street fell in love with Atmel last year when it took the
market share lead in touch screen technology. With the success of touch
screen tablets and the fall release of touch screen enabled Windows 8 on the
horizon, why has Wall Street abandoned the leader in touch screen? Is Atmel
threatened by new competitive forces or could it be that Wall Street thinks
the company is investing too much in touch screen to maintain what might be a
fragile lead? What potential near-term upside does McWilliams see coming for
the stock? Should investors use any strength in Atmel shares to exit the
stock?
-- Anadigics: What does McWilliams say has been "masking" strategic progress
at Anadigics? When does McWilliams believe this mask will be removed and, as
a result, allow investors to see progress Anadigics' has made with customers
in South Korea and China? Is Anadigics McWilliams' favorite stock in the RF
semiconductor sector?
-- MIPS: What does McWilliams make of recent speculation that MIPS is an
acquisition target? What is the likelihood that MIPS will be acquired and
which companies are the most likely suitors? Using Broadcom's recent license
deal with MIPS as a model, what value does McWilliams think MIPS will drive
from similar deals with other semiconductor companies that he thinks will also
have to license MIPS patents? How does this impact ARM Holdings and its
license holders? Why is Facebook considering MIPS as a viable source for
processors to use in its server designs?
-- STMicro: What two company-specific factors have weighed on STMicro? Does
McWilliams see these factors shifting over time to work in the company's
favor? Could STMicro shares double to move above $10 within the next year?
Founded in September 2002, Next Inning's model portfolio has returned 228%
since its inception versus 48% 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
Website: http://www.nextinning.com
Sponsored Links
Advertisement
Advertisements
Sponsored Links
Advertisement
Rate this Page