NI Technology Research Issues Earnings Previews for Alcatel-Lucent,
International Rectifier, JDS Uniphase, Microchip Technology, Skyworks
Solutions and Intersil
PRINCETON, N.J., Oct. 30, 2013
PRINCETON, N.J., Oct. 30, 2013 /PRNewswire/ --Next Inning Technology Research
(http://www.nextinning.com), an online investment newsletter focused on
technology stocks, has issued updated outlooks for Alcatel-Lucent (NYSE: ALU),
International Rectifier (NYSE: IRF), JDS Uniphase (Nasdaq: JDSU), Microchip
Technology (Nasdaq: MCHP), Skyworks Solutions (Nasdaq: SWKS) and Intersil
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
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McWilliams spent a decades-long career in the technology industry and has
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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.
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of Tech report as well as his detailed earnings previews, you are invited to
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Also included in McWilliams' earnings previews this week:
-- Alcatel-Lucent: With Alcatel-Lucent shares up sharply since McWilliams
suggested buying earlier this year at $1.33, should investors consider taking
profits? Has the stock now moved into overbought territory?
-- International Rectifier: Have the issues negatively impacting International
Rectifier during the past couple of years been company-specific,
market-specific or a combination of both? Ahead of IR's last earnings report,
McWilliams warned that any upside was already built into the price of IR ahead
of its earnings announcement. As we saw, Following IR's report, the stock
price edged up modestly, but then fell back to trade below where it was before
IR's report. What is he expecting for IR shares when it reports earnings this
week? What is his outlook and price objective for IR going forward?
-- 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
-- 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?
-- Skyworks: Is Skyworks poised to outperform the broader technology sector in
upcoming quarters? Has Skyworks' once troubled acquisition of Advanced Analog
turned out much better than expected? What has changed this year in the RF
semiconductor market and why is it important for investors to understand this
change? What strategy does McWilliams think is the best way for tech
investors to cover the RF semiconductor sector?
-- Intersil: When Intersil was trading in the $7s, McWilliams boldly predicted
there was only one thing Intersil needed to do that would boost the stock
price by 50%.What action did Intersil take this year that was totally within
its power that led to the sharp increase in its stock price?Does McWilliams
believe Intersil is poised to extend its turnaround? What does CEO Necip
Sayiner bring to the table? Now that Intersil shares are above $10.00, as
McWilliams predicted could be the case roughly a year ago, does he see shares
heading even higher in the near term?
Founded in September 2002, Next Inning's model portfolio has returned 311%
since its inception versus 95% 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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