Top Tech Analyst Issues Earnings Previews for Broadcom, Harmonic, Silicon
Laboratories, Intersil and Applied Micro Circuits
PRINCETON, N.J., Jan. 29, 2013
PRINCETON, N.J., Jan. 29, 2013 /PRNewswire/ --Next Inning Technology Research
(http://www.nextinning.com), an online investment newsletter focused on
technology stocks, has published updated outlooks on Broadcom (Nasdaq: BRCM),
Harmonic (Nasdaq: HLIT), Silicon Laboratories (Nasdaq: SLAB), Intersil
(Nasdaq: ISIL) and Applied Micro Circuits (Nasdaq: AMCC).
After a series of reports that nailed the market's high and low points in
2012, Editor Paul McWilliams has published his outlook for 2013. His new State
of Tech report covers 72 technology stocks and outlines which stocks investors
will want to own and which they should avoid. The report also dives deep into
a number of exciting, emerging tech trends, well ahead of the Wall Street
This report is a must read for investors and analysts focusing on technology
in 2013. Trial subscribers will receive the 126-page report, which includes 35
detailed tables and graphs, for free, no strings attached. Trial subscribers
will also receive McWilliams' earnings previews, offering in-depth coverage
ahead of key earnings reports for dozens of tech stocks.
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. To this point, no one has been more
accurate than McWilliams when it comes to Apple.
Nearly a decade ago, McWilliams advised Next Inning readers that Apple was
positioned to win big when it was trading for less than $10 per share (split
adjusted). However, as Apple was hitting record highs in 2012, he advised
Next Inning readers to sell. What led McWilliams to predict Apple's decline
late in 2012 and what does he now predict for the stock in 2013? In recent
reports, McWilliams also offers critical insight into Apple's recent weakness
and adds valuable commentary on the roles of key suppliers.
To get ahead of the Wall Street curve and receive Next Inning's in depth
earnings previews for free, as well as McWilliams' year-end State or Tech
report, 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:
Topics discussed in the latest reports include:
-- Broadcom: During the last two years, McWilliams has treated Broadcom as a
"trading stock." During this period of time he called every major inflection
point for Broadcom with uncanny accuracy. In his highly acclaimed State of
Tech report, McWilliams laid out an entirely different game plan for Broadcom
in 2013 and then explored that with more detail in his earnings preview that
was published Monday morning. What does McWilliams think will change this
year for Broadcom and why does he think it's now time to hold the stock? What
is his price target and what risks should investors monitor? McWilliams
predicted Broadcom's acquisition of NetLogic two months before it was
announced. Does he see any major acquisitions on the horizon for Broadcom
-- Harmonic: Why does McWilliams believe the introduction of CCAP technology
will substantially boost revenue growth potential for Harmonic? What
advantages does McWilliams think Harmonic has over its competitors in this
emerging market? How might the new Ultra-HD standard impact Harmonic's
business? What was Wall Street getting wrong when it pushed Harmonic's stock
price lower in the wake of the announcement that Arris would acquire
Motorola's video business from Google?
-- Silicon Labs: After a transition year in 2011, did Silicon Labs demonstrate
that it is on the right track during 2012? McWilliams suggested to Next
Inning readers in July 2012 that Silicon Labs was a buy at its then current
price of $36.76. With shares now trading 19% higher, does McWilliams see
further upside ahead? What does McWilliams like about Silicon Labs' new model
and what does he view as risk factors?
-- Intersil: Amid another leadership change at Intersil, does McWilliams
continue to believe that the company's best option is to seek a buyer? Which
companies would be the most likely buyers? Could Intersil command a premium of
50% or more? What fundamental data point did McWilliams cite when Intersil
temporarily dipped to mid-single-digits as a sign that investors should
consider buying Intersil?
-- Applied Micro: Last year, when Applied Micro was trading in the $5s,
McWilliams carefully explained that Wall Street was viewing the company
through the wrong lens. According to McWilliams, investors should evaluate
Applied Micro in two distinctly unique pieces. On one side Applied Micro is
executing its core business model, but on the other it is clearly a venture
capital play. The problem here is Wall Street was applying expenses from the
venture capital model to the core and that made it appear as though Applied
Micro was failing. To a degree, Wall Street has corrected this view, but
according to McWilliams, in spite of the 85% rise in the price of Applied
Micro, there are still pieces to the puzzle being missed.
Founded in September 2002, Next Inning's model portfolio has returned 242%
since its inception versus 66% 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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