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State of Tech: A Guide to the Q3 2013 Earnings Season that Boldly Predicts the Winners and Losers, Covering Analog Devices,



State of Tech: A Guide to the Q3 2013 Earnings Season that Boldly Predicts the
    Winners and Losers, Covering Analog Devices, Microchip, and Many More

PR Newswire

PRINCETON, N.J., Oct. 10, 2013

PRINCETON, N.J., Oct. 10, 2013 /PRNewswire/ -- Next Inning Technology Research
(http://www.nextinning.com), an online investment newsletter focused on
technology stocks, has issued updated outlooks for Analog Devices (Nasdaq:
ADI), Microchip (Nasdaq: MCHP), Harmonic (Nasdaq: HLIT), KLA-Tencor (Nasdaq:
KLAC), and EZchip Semiconductor (Nasdaq: EZCH).

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
Tech report. 

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:

https://www.nextinning.com/subscribe/index.php?refer=prn1634

Topics discussed in McWilliams' recent reports include:

-- Analog Devices: What five factors make Analog Devices a good candidate for
a strategic investment?  What does he see driving Analog Devices going
forward?  What is McWilliams' target price range for Analog Devices and how
much upside does it represent?

-- Microchip: McWilliams says, "No company has leveraged the embedded
processor market better than Microchip." What does this mean for investors?
Could closer ties between Taiwan Semiconductor Manufacturing and Renesas, and
Texas Instruments' intense focus on embedded processor markets be disruptive
to Microchip's business model?  What other changes have occurred recently in
the embedded processor sector that could present new competitive challenges
for Microchip? Does McWilliams think growth in the aggregate demand for
embedded processing and the strength in the new housing market will be
effective offsets for the higher level of competition?  What is McWilliams
outlook for Microchip in the automotive sector?

-- Harmonic: Why does McWilliams believe the deployment 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 going
forward?

-- KLA-Tencor: What differentiates KLA-Tencor from other major players in the
sector like Applied Materials and Lam Research?  Are there signs indicating
demand for KLA-Tencor products and services will improve as we move forward? 
Does McWilliams see this as a secular change that will last or just as a
short-term upside?  What are the drivers behind this change in the demand
environment?

EZchip: Early the morning September 12th, McWilliams alerted investors to the
news of Cisco's new network processor while relaying exclusive details from a
high-level industry contact. Later that day, McWilliams' released a detailed
report in which he categorically stated that he did not believe that Cisco's
new nPower X1 materially threatens EZchip's NP-x processor designs at Cisco.
While EZchip shares languished and many investors remained uncertain,
McWilliams continued to update subscribers with additional detail, and when
Cisco confirmed on September 24th that EZchip is not material threatened by
Cisco's new network processor, the price of EZchip jumped 8.1% higher.

Do new data points from Cisco and Juniper support a strongly bullish view of
EZchip? Is EZchip well positioned to reap benefits as bandwidth demand grows? 
Why might EZchip's sales to Juniper increase this year even though Juniper
designed EZchip out of its MX series roughly four years ago?  How does the
"Barbie Doll" business model for routers benefit EZchip?  Do emerging
technologies called NFV and SDN pose risks for EZchip, or might EZchip
actually hasten their deployment?

Founded in September 2002, Next Inning's model portfolio has returned 290%
since its inception versus 83% 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

Website: http://www.nextinning.com
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