Leading Tech Analyst Previews Earnings for Cisco Systems, Applied Materials,
EZchip Semiconductor, NetApp and Nvidia
PRINCETON, N.J., Feb. 11, 2013
PRINCETON, N.J., Feb. 11, 2013 /PRNewswire/ --Next Inning Technology Research
(http://www.nextinning.com), an online investment newsletter focused on
technology stocks, has provided subscribers with earnings previews of several
stocks in a new 15-page report, including on Cisco Systems (Nasdaq: CSCO),
Applied Materials (Nasdaq: AMAT), EZchip Semiconductor (Nasdaq: EZCH), NetApp
(Nasdaq: NTAP) and Nvidia (Nasdaq: NVDA).
Editor Paul McWilliams spent a decades-long career as a senior executive 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
Each quarter, Next Inning publishes weekly earnings previews covering dozens
of technology stocks, giving investors both long-term and short-term opinions
to help shape their investment strategy.
Among the stocks where Next Inning was positive ahead of Q4 earnings so far
were Cree (up 33% ytd), PMC Sierra (up 25% year to date), QLogic (up 21% year
to date) and Skyworks (up 18% year to date); he was bearish on Cypress (down
7% year to date) and Atmel (flat year to date, but down after it reported
With sector leaders, Applied Materials and Cisco on deck this week, there is
bound to be some market-moving news. In this week's report, McWilliams does a
deep dive into these market leaders as well as Cisco's little known, but
strategic supplier, EZchip. You will also find in-depth commentary on NetApp
and Nvidia. In addition to his commentary and stock price projections, you'll
also find historical data, company guidance and the outlooks from covering
analysts for both the trailing and forward quarters.
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:
-- Cisco: McWilliams was quick to advise Next Inning readers that Wall Street
was wrong when it pushed Cisco's price under $15 in July and wrote that it
should be viewed as a buying opportunity. With Cisco shares well off those
lows, does McWilliams believe the stock is still trading at an attractive
price? Is Cisco poised for above-trend growth in 2013? What specifically does
McWilliams see changing for Cisco in 2013 and how does he think those changes
will impact the price of Cisco's stock?
-- Applied Materials: McWilliams sees a major "arms race" heating up in the
semiconductor sector. With Intel's move into mobile, it now competes with
many large companies like Qualcomm that are dependent on contract fabricators
that will have to increase spending to keep pace. Samsung, which is also
putting pressure on contract fab sector leader, TSMC, is also a huge factor in
this equation. When there is an arms race, investors want to own stock in
companies that sell bombs and bullets. McWilliams very specifically outlines
which companies investors should consider most seriously and suggests what he
views as the ideal pairing.
-- EZchip: McWilliams classified EZchip as a "strategic investment" in 2008
when the company's stock traded for less than $7.00. What led him to view
EZchip as strategic back then when few investors had ever heard of the
company, and what has led its stock to post an amazing 350% return since
then? What is it that EZchip does that even the largest semiconductor
companies still can't duplicate and how will its strategy unfold going
forward? Does McWilliams think EZchip's growth rate will accelerate going
forward or has it already seen its best days? Does EZchip still merit
McWilliams' coveted "strategic" classification?
-- NetApp: McWilliams advised Next Inning investors to sell NetApp in January
2011 when the stock was priced at $55.77, and for those who want to maintain
an allocation in the enterprise storage sector, use the money to buy shares of
EMC. After NetApp's price fell more than 50% to $27.40, McWilliams reversed
his opinion and said it was time to buy NetApp with a price target in the
mid-$30s. With NetApp now trading in his target range, does McWilliams think
it's time to take profits or has he raised his target? What has changed in
the NetApp equation and how does McWilliams see the future shaping up in the
-- Nvidia: McWilliams suggested selling shares of Nvidia in January 2011 when
the stock moved solidly into the mid-$20s. However, while still critical of
its shortcomings in the smartphone market, he warmed back up to the stock last
November after it lost nearly 60% of its value. With the stock trading only
modestly higher today, does McWilliams think investors should hold through its
earnings report this week or are the risks of a disappointment too high? What
back-room projects does McWilliams think Nvidia executives will bring to the
surface during the conference call this week and why might knowing about them
ahead of time be important for investors?
Next Inning is known for helping its readers generate strong returns, and no
one has been more accurate than McWilliams when it comes to Apple. Nearly a
decade ago, McWilliams advised 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. McWilliams' 2012 calls to buy Cree have generated an 80% return in
under a year.
Founded in September 2002, Next Inning's model portfolio has returned 247%
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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