Top Tech Analyst Previews Earnings for Qualcomm, Applied Micro Circuits, Arrow
Electronics, Citrix Systems and TriQuint Semiconductor
PRINCETON, N.J., July 24, 2013
PRINCETON, N.J., July 24, 2013 /PRNewswire/ --Next Inning Technology Research
(http://www.nextinning.com), an online investment newsletter focused on
technology stocks, has issued updated outlooks for Qualcomm (Nasdaq: QCOM),
Applied Micro Circuits (Nasdaq: AMCC), Arrow Electronics (NYSE: ARW), Citrix
Systems (Nasdaq: CTXS), and TriQuint Semiconductor (Nasdaq: TQNT).
Over the past decade, well over a thousand Wall Street analysts, money
managers and institutional investors have joined thousands of savvy private
investors in gaining key tech industry insights and intelligence from industry
veteran and celebrated investor Paul McWilliams in his role as editor of Next
Inning Technology Research.
"I value your research more than any others I read," said one hedge fund
manager of Next Inning, recently. And a long-time tech industry analyst for a
Wall Street research firm said, "I believe your research and calls are the
best I have ever seen in my career." With McWilliams' impressive track record
and unparalleled industry access, NI Technology Research has become an
essential tool for analysts and investors looking to navigate today's complex
McWilliams' new installment of his acclaimed State of Tech series of reports
covers 71 technology stocks and dives deep into a number of exciting, emerging
tech trends, well ahead of the Wall Street curve. Trial subscribers will
receive the 167-page 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 in 2013.
To get ahead of the Wall Street curve and receive Next Inning's Q2 2013 State
of Tech report, as well as McWilliams' upcoming Q2 2013 earnings preview, 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:
-- 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.Thanks to
subsequent option hedges proposed by McWilliams, subscribers who followed his
recommendations now have a cash exposure basis in the mid-$20s on their
Qualcomm shares and have also pocketed nice call premiums and dividends. Does
McWilliams expect Qualcomm to continue to dominate the high-end smartphone
market in 2013? Do Intel or Nvidia pose viable threats?What data does
McWilliams cite that leads him to believe Qualcomm will not only report strong
results for its June-ending quarter, but guide with optimism for the September
quarter too? Why does McWilliams think analysts are wrong to assume Qualcomm's
results will be weak following the below consensus outlook from fabrication
company, TSMC?What new competitive dynamics does McWilliams see developing
for Qualcomm later this year?
-- Applied Micro: Last year, when Applied Micro was trading in the $5s,
McWilliams carefully explained that Wall Street was viewing the company
through the wrong lens. According to McWilliams, investors should evaluate
Applied Micro in two distinctly unique pieces. On one side Applied Micro is
executing its core business model, but on the other it is clearly a venture
capital play. Investors who followed McWilliams' lead have seen the value of
their investment go up 120%. Could shares move higher still before the end of
2013? Could there be another double in the cards for patient investors?
-- Arrow: McWilliams advised readers to buy Arrow and its rival, Avnet when
the stocks were bottoming in the fall of 2012. What is McWilliams' view of
Arrow heading into its upcoming earnings report? Does McWilliams prefer Arrow
over rival Avnet? What valuation penalty does Wall Street tend to apply to
mega-distributors like Arrow and why is that likely to continue?
-- Citrix: McWilliams suggested investors interested in virtualization buy
Citrix rather than VMWare shortly following VMWare's IPO. The charts tell us
this was the right call. What trend has changed in virtualization recently
that has led McWilliams to reiterate this call? What is McWilliams' price
target for Citrix and how much upside does it represent from current levels?
Is the stock a viable alternative for investors interested in VMWare? Does
McWilliams think EMC investors should consider pairing the allocation with an
investment in Citrix? What factors should investors consider when making this
-- 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? What is
McWilliams' top-down thesis for the RF semiconductor sector this year? You
will find full coverage of all the major players in the RF semiconductor
sector in McWilliams highly acclaimed State of Tech report.
Founded in September 2002, Next Inning's model portfolio has returned 290%
since its inception versus 86% 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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