Leading Tech Analyst Previews Earnings for Dell, Analog Devices,
Hewlett-Packard and Marvell Technologies
PRINCETON, N.J., Feb. 19, 2013
PRINCETON, N.J., Feb. 19, 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 16-page report, including on Dell (Nasdaq: DELL), Analog
Devices (Nasdaq: ADI), Hewlett-Packard (NYSE: HPQ), and Marvell Technologies
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 35% year to date), PMC Sierra (up 26% year to date), QLogic (up
22% year to date) and Skyworks (up 21% year to date); he was bearish on
Cypress (down 9% year to date).
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:
-- Dell: When analysts slammed Dell following its last earnings release,
McWilliams advised Next Inning readers that Wall Street simply didn't
understand the changes Dell had already made to its business model and that
there was nearly a 70% upside available from its then current price in the
$8s. In December, Dell was upgraded by Goldman Sachs, but as McWilliams
explained then, the upgrade still missed the core story and Dell was worth at
least $14.75. As the buyout stories surfaced and pundits originally claimed
stockholders were getting a good deal at $13.65, McWilliams wrote it would
take more to get the deal done. In his earnings preview, McWilliams explains
what analysts are still missing in the Dell story and presents the price range
he thinks Dell shareholders will get once Dell is taken private.
-- Hewlett-Packard: Without hesitation or caveat, McWilliams advised Next
Inning readers to sell Hewlett-Packard at its then current price in the $40s
when it announced the termination of Mark Hurd. Other than a few successful
swing trades and writing when Meg Whitman was hired he would watch HP with an
open mind, he's remained bearish since. With what appears to be all of
Whitman's cards on the table now, is McWilliams ready to turn bullish on HP
yet or does he believe there are deeper issues that Whitman is simply not
going to be able to fix? From a value perspective, how does HP stack up to
-- Analog Devices: McWilliams encouraged readers to buy Analog Devices last
summer when it was trading for only $36.91 and reiterated the call in both his
Q3 and Q4 State of Tech reports. What did McWilliams see in Analog Devices
that Wall Street has only recently recognized? What does he see driving ADI
going forward? Does McWilliams think Analog Devices will top the Wall Street
earnings consensus for 2013? With the price now solidly in the mid-$40s, does
McWilliams think Analog Devices has reached its full value price range?
-- Marvell: Marvell was beaten to a pulp in the smartphone market during the
last two years. It lost the bulk of its business at its largest customer,
BlackBerry, to Qualcomm and was clearly beat in Asia, mostly by MediaTek.
What errors did Marvell make in the Asian market that significantly limited
its success there and what changes did it make last year to improve its
positioning? Does McWilliams claim there is reason to believe these changes
are working? When does he think we'll see evidence in the form of stronger
sales into the wireless market? What other event in the wireless market does
McWilliams think has a strong potential to benefit Marvell this year and when
does he think that will come into play?
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 246%
since its inception versus 68% 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
Press spacebar to pause and continue. Press esc to stop.