Leading Tech Analyst Issues Updated Outlooks on Oracle, Acme Packet, Dell,
Mellanox Technologies and EZchip Semiconductor
PRINCETON, N.J., Feb. 6, 2013
PRINCETON, N.J., Feb. 6, 2013 /PRNewswire/ -- Next Inning Technology Research
(http://www.nextinning.com), an online investment newsletter focused on
technology stocks, has published updated outlooks on Oracle (Nasdaq: ORCL),
Acme Packet (Nasdaq: APKT), Dell (Nasdaq: DELL), Mellanox Technologies
(Nasdaq: MLNX) and EZchip Semiconductor (Nasdaq: EZCH).
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:
-- Acme Packet: In a December 2011 report, McWilliams presented a hedge play
involving Acme Packet that has yielded 30% following Oracle's announced plan
to buy Acme at $29.25 a share. With Acme currently trading above Oracle's
buyout price, does McWilliams see a better offer for Acme materializing? What
large tech firms might consider topping Oracle's offer? Should Acme investors
hold on to see what develops or take their profits now?
-- Oracle: On the surface, it appears Oracle is paying a fairly rich price
for Acme Packet, but as McWilliams reveals in his more careful analysis, the
price is really not all that rich. What do investors need to consider here
before drawing conclusions on Acme's full valuation. Many pundits are
wondering why Oracle appears to be moving into the telecom market where Acme
Packet is a leader in the technology known as "Session Boarder Control"
(SBC). Is this the right way to look at this deal or is there more to the
story that the pundits are overlooking? Why might this acquisition and
Oracle's top-down strategy suggest there is a strategic upside opportunity for
Israeli semiconductor company, EZchip at Oracle?
-- Mellanox: With Oracle already owning a stake in Mellanox, might Mellanox be
Oracle's next acquisition target? What three factors go into the analysis when
looking at the possibility of this deal?
-- Dell: Following Dell's quarterly report last November, McWilliams
encouraged Next Inning readers to buy shares in the company at the then
current price of $8.86. Based on his analysis, McWilliams projected then that
Dell was worth $14.75 per share or a 66% upside to the suggested buy price.
With most pundits still stuck on the concept that Dell is a PC company that is
losing market share, what is it that McWilliams saw last November that led him
to make this projection? Why does he hold fast to his opinion the buyout team
headed by founder, Michael Dell should pony up at least his projected $14.75
to take the company private? What two fundamental factors does McWilliams
point to when making these claims?
-- EZchip: Should investors be concerned about EZchip's growth prospects
ahead of its earnings report later this month? Should investors consider
picking up shares at current prices? What needs to happen in order for EZchip
shares to return to last year's highs?
Founded in September 2002, Next Inning's model portfolio has returned 245%
since its inception versus 67% 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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