Leading Tech Analyst Previews Earnings for Fusion-io, Lam Research, Qualcomm,
TriQuint Semiconductor, and Xilinx
PRINCETON, N.J., April 24, 2013
PRINCETON, N.J., April 24, 2013 /PRNewswire/ -- Next Inning Technology
Research (http://www.nextinning.com), an online investment newsletter focused
on technology stocks, has issued updated outlooks for Fusion-io (NYSE: FIO),
Lam Research (Nasdaq: LRCX), Qualcomm (Nasdaq: QCOM), TriQuint Semiconductor
(Nasdaq: TQNT), and Xilinx (Nasdaq: XLNX).
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 at 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 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:
-- Fusion-io: When Fusion-io was hyped by Wall Street in the fall of 2011,
McWilliams pulled no punches in advising Next Inning readers it was time to
sell, and has consistently maintained a negative view of the stock ever
since.Since his original call to sell Fusion-io the price of its stock has
dropped more than 60%.McWilliams wrote years ago that solid state drives
(SSDs) would be broadly adopted in both the enterprise and PC markets and even
helped Next Inning readers earn huge returns on STEC when it was the early
mover in the sector.However, he turned a cold shoulder to STEC as its price
peaked and did the same to Fusion-io when it was hitting all-time highs.What
did McWilliams see that everyone else was missing?Does McWilliams believe
now is the time to buy Fusion-io or should investors steer clear?Where does
McWilliams think investors who want to participate in the hot SSD industry
should consider allocating funds?
-- Lam Research: Is Lam Research now a more attractive investment than rival
Applied Materials? Does McWilliams expect the demand environment for
semiconductor manufacturing equipment to improve during the balance of 2013
and beyond into 2014? Is Lam poised to drive operating synergies via its
recent merger with Novellus?What two companies in the semiconductor
equipment sector does McWilliams think investors should consider pairing as an
-- Qualcomm: After years of cycle-trading Qualcomm, McWilliams advised Next
Inning readers in 2010 when Qualcomm dipped into the $30s that it was time to
buy shares with the intent to hold them for the long-run.Does McWilliams
expect Qualcomm to continue to dominate the high-end smartphone market in
2013? Does Intel pose a viable threat?Can Qualcomm develop a meaningful
position in the entry level smartphone market against competitors like
MedidTek?Might a resurgent Blackberry and Nokia provide a big boost for
Qualcomm this year?What new competitive dynamics does McWilliams see
developing for Qualcomm this year?
-- TriQuint: After facing major challenges in 2012, is TriQuint poised for
upside in 2013? Will TriQuint's positioning as an Apple supplier be a positive
for the stock in 2013?How well is TriQuint positioned with Samsung and
BlackBerry?Is McWilliams expecting a positive earnings report from TriQuint
this week?What are his expectations for calendar Q2 2013 guidance?What is
McWilliams top-down thesis for the RF semiconductor sector this year?
-- Xilinx: As we prepared to enter 2012, McWilliams forecasted Xilinx would
outperform Altera.Because Altera had been the big winner during the last two
years, this was a bold forecast that went against the grain of Wall Street
forecasts.However, McWilliams was right – Xilinx was the winner hands down
in all categories. For the full year of 2012, the price of Xilinx went up
14.3% while the price of Altera went down 6.3%.Wall Street is now projecting
Xilinx to grow earnings much faster than Altera again in 2013. Does McWilliams
continue to view Xilinx as a more attractive investment than its rival Altera?
What key trends in the programmable logic sector are important to Xilinx and
Altera investors and how does McWilliams see these trends shaping up for 2013?
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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