Leading Tech Analyst Previews Earnings for ARM Holdings, Harmonic,
Sanmina-SCI, STMicroelectronics, and Texas Instruments
PRINCETON, N.J., April 22, 2013
PRINCETON, N.J., April 22, 2013 /PRNewswire/ --Next Inning Technology
Research (http://www.nextinning.com), an online investment newsletter focused
on technology stocks, has issued updated outlooks for ARM Holdings (Nasdaq:
ARMH), Harmonic (Nasdaq: HLIT), Sanmina-SCI (Nasdaq: SANM), STMicroelectronics
(NYSE: STM), and Texas Instruments (Nasdaq: TXN).
During 2012, Next Inning editor Paul McWilliams predicted both the spring and
fall corrections as well as the rally that started in November and carried
through the first quarter of 2013. On the day the November rally started, he
advised readers it would lift the NASDAQ by as much as 18% by the end of March
2013. As we know now, that is exactly what happened.
To keep Next Inning readers ahead of the curve, Next Inning is now publishing
McWilliams' highly acclaimed earnings previews. These reports outline
McWilliams' outlook for the second quarter and provide readers with deep
insight into the world's leading tech companies. McWilliams also shares his
opinions as to which of these companies investors should buy and which should
Trial subscribers will also receive McWilliams' 167-page State of Tech report,
which includes 35 detailed tables and graphs, for free, no strings attached.
This report is a must read for investors and analysts focusing on technology
Already in 2013, McWilliams suggested buying several including Cree (up 57%
year to date), Micron (up 48% year to date), Marvell (up 34% year to date),
PMC Sierra (up 18% year to date) and SanDisk (up 20% year to date). Stocks he
suggested avoiding/selling include Fusion-io (down 37% year to date), Netlist
(down 20% year to date), Fairchild (down 18% year to date) and Cypress (down
11% year to date). McWilliams' new earnings previews outline which stocks
investors will want to own and which they should avoid.
To get ahead of the Wall Street curve and receive McWilliams' Q1 2013 State of
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:
-- ARM Holdings: Why does McWilliams think investors should avoid ARM
Holdings, despite the fact that it is a great company with a compelling growth
story? While the press isolates on the competitive threat ARM poses towards
Intel, are there valid reasons to also consider the growing threat Intel poses
to ARM in the mobile markets? What other competitive threats is ARM facing
today that haven't yet made the headlines?
-- 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 other trends does McWilliams think will benefit Harmonic this
-- Sanmina: What is Wall Street overlooking in the Sanmina equation? Does
McWilliams see more upside ahead for Sanmina over the next six to 12 months,
despite high volatility?
-- STMicro: What company-specific factors have weighed on STMicro? Does
McWilliams see other factors shifting over time to work in the company's
favor? In what critical growth market has STMicro recently overtaken Texas
Instruments to be ranked as number one by market share? Could STMicro shares
move above $10 within the next three to six months?
-- Texas Instruments: McWilliams turned a cold shoulder to Texas Instruments
when it announced it would buy National Semi. According to McWilliams, TI was
overpaying and he pulled no punches when he said investors should sell at the
then current mid-$30 price. However, he flipped to a bullish view and
suggested buying the stock last year when the price dipped into the mid-$20s.
What caused McWilliams to reverse his view on TI, and with the stock now back
into the mid-$30s does he see more upside ahead?
Founded in September 2002, Next Inning's model portfolio has returned 229%
since its inception versus 71% 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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