Top Tech Analyst Updates Outlooks on EZchip Semiconductor, Broadcom, Cavium,
and Marvell Technology Group
PRINCETON, N.J., March 12, 2013
PRINCETON, N.J., March 12, 2013 /PRNewswire/ --Next Inning Technology
Research (http://www.nextinning.com), an online investment newsletter focused
on technology stocks, has issued updated outlooks for EZchip Semiconductor
(Nasdaq: EZCH), Broadcom (Nasdaq: BRCM), Cavium (Nasdaq: CAVM), and Marvell
Technology Group (Nasdaq: MRVL).
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
Short-sellers have been gorging themselves at the expense of EZchip
stockholders since the company lowered its long-term growth outlook last
month. While this news brought a number of bears out of hibernation early,
the bear that growled before the opening on Monday clearly had no teeth.
Trial subscribers will enjoy McWilliams' response to this toothless bear's
claims as well as McWilliams' new report covering the Solid State Drive (SSD)
McWilliams' forecasts for the SSD market and its supply channel have been
spot-on for years. He has correctly forecasted rallies that have yielded
gains of 250% and has suggested selling stocks that subsequently fell 80% to
90%. His new report is a must read for tech investors and analysts alike.
Among the stocks where Next Inning was positive ahead of Q4 earnings so far
were Cree (up 55% year to date), Marvell (up 47% year to date), Micron (up 47%
year to date), PMC Sierra (up 29% year to date) and SanDisk (up 21%); he was
bearish on Fusion-IO (down 25% year to date) and Cypress (flat 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:
-- Should investors be concerned about bearish commentary circulating about
EZchip, or are the authors of these pieces misinformed about EZchip's
financials and growth prospects? What does McWilliams view as a realistic
price objective for shares of EZchip, and what are the fundamental metrics he
uses to project this value?
-- Does a critical analysis of free cash flow (FCF) and balance sheet metrics
support the contention shared by short-sellers that EZchip is overstating its
real earnings? What does the same analysis reveal about Broadcom, Cavium and
Marvell? What is an appropriate value for EZchip's robust balance sheet?
-- Is EZchip making use of overly generous stock-based compensation, a problem
that McWilliams frequently highlighted at Broadcom and that Broadcom
subsequently rectified? How are EZchip's critics misinterpreting its
stock-based compensation practices? Why might Cavium be a better target for
-- Are Broadcom and Marvell in direct competition with EZchip, as EZchip's
critics have asserted? Or do these critics lack the technical background to
properly assess EZchip's positioning in the market? Might EZchip be poised to
offer some positive data points at an investor conference later this month?
Founded in September 2002, Next Inning's model portfolio has returned 246%
since its inception versus 72% 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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