State of Tech: A Guide to the Q2 2013 Earnings Season that Boldly Predicts the
Winners and Losers, Covering Marvell, JDS Uniphase, and Many More
PRINCETON, N.J., Oct. 4, 2013
PRINCETON, N.J., Oct. 4, 2013 /PRNewswire/ -- Next Inning Technology Research
(http://www.nextinning.com), an online investment newsletter focused on
technology stocks, has issued updated outlooks for Marvell Technology Group
(Nasdaq: MRVL), JDS Uniphase (Nasdaq: JDSU), Broadcom (Nasdaq: BRCM), Juniper
Networks (NYSE: JNPR), and Taiwan Semiconductor Manufacturing (NYSE: TSM).
Financial writer Steve Halpern, who has covered the newsletter industry for
nearly three decades, stated without caveat that the Next Inning State of Tech
report is "the most ambitious project" he's ever seen in the advisory world.
Next Inning is proud to announce it has just released its Q3 2013 State of
State of Tech is designed to help tech investors establish and manage
strategies as well as capitalize on profit opportunities during the upcoming
earnings season. This highly acclaimed report covers 71 technology stocks and
dives deep into a number of exciting, emerging tech trends.
Next Inning editor Paul McWilliams provides clear and actionable calls and
defines what he views as a "full value" price range for over 71 leading tech
stocks. Some readers have said it's like getting next month's news today.
Trial subscribers will receive the 212-page report, which includes over 40
detailed tables and graphs, for free, no strings attached. This report is a
must read for investors and analysts focusing on technology right now.
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.
McWilliams spent a decades-long career 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 trends change.
To get ahead of the Wall Street curve and receive Next Inning's Q3 2013 State
of Tech report, you are invited to take a free, 21-day, no obligation trial
with Next Inning, by visiting the following link:
Topics discussed in McWilliams' recent reports include:
-- Marvell: Has the drop in Marvell's stock price following a poorly received
earnings report in August created a buying opportunity for investors? What
four points are Wall Street analysts failing to consider when looking at
Marvell? Why does McWilliams suggest the Marvell story is "finally coming
together"? What is the one risk that McWilliams cites in the Marvell equation
that no one can fully quantity? Could Marvell shares trade above $18 in the
-- JDS Uniphase: McWilliams encouraged Next Inning readers to take profits in
JDS Uniphase earlier this year when the stock moved into the mid-$15s and
suggested that investors move the funds into Finisar. This call has obviously
worked out very well, but leads some to ask why JDS Uniphase has
under-performed Finisar so far in the second half and whether or not the trend
will continue. The short story here that most investors don't understand is
that there are material differences in the two companies' business models.
What are those differences? In the areas where the business models overlap,
is Finisar taking market share? What is a reasonable way to value the two
stocks, and with that, which does McWilliams think has the most upside
-- Broadcom: Is Broadcom's acquisition of the LTE baseband product line from
affiliates of Renesas a major move for Broadcom? Has Broadcom's acquisition of
NetLogic played out more poorly than expected? Where does McWilliams think
Broadcom will continue to lose market opportunities with its NetLogic product
line and where does he think Broadcom will do better than Wall Street appears
to be forecasting today? When weighing these two factors, does McWilliams
think Broadcom has been oversold?
-- Juniper Networks: McWilliams suggested selling Juniper when its share price
was nearly $40 in 2011 and remaining on the side until it dropped to $16.31
over a year later where he wrote it was time to buy again. Are aggregate
demand trends developing favorably for Juniper? What should Juniper investors
do ahead of the company's earnings report this quarter? Is Juniper now facing
increasing competition in key markets, or does McWilliams think it is poised
to take market share this year?
-- TSMC: In his "Paradigm Paper" titled "Trends Favor Semiconductor
Fabrication Companies," McWilliams strongly encouraged Next Inning readers to
buy TSMC in December 2008 when the stock was trading for only $7.50. Including
dividends, the investment returned over $160% in four years. After "declaring
victory" on that paradigm earlier this year, what does McWilliams see in store
for TSMC going forward and what wildcards do TSMC investors need to track
Founded in September 2002, Next Inning's model portfolio has returned 297%
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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