Leading Tech Analyst Previews Earnings for Cisco Systems, Applied Materials, EZchip Semiconductor, NetApp and Nvidia
PRINCETON, N.J., Feb. 11, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has provided subscribers with earnings previews of several stocks in a new 15-page report, including on Cisco Systems (Nasdaq: CSCO), Applied Materials (Nasdaq: AMAT), EZchip Semiconductor (Nasdaq: EZCH), NetApp (Nasdaq: NTAP) and Nvidia (Nasdaq: NVDA).
Editor Paul McWilliams spent a decades-long career as a senior executive 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.
Each quarter, Next Inning publishes weekly earnings previews covering dozens of technology stocks, giving investors both long-term and short-term opinions to help shape their investment strategy.
Among the stocks where Next Inning was positive ahead of Q4 earnings so far were Cree (up 33% ytd), PMC Sierra (up 25% year to date), QLogic (up 21% year to date) and Skyworks (up 18% year to date); he was bearish on Cypress (down 7% year to date) and Atmel (flat year to date, but down after it reported earnings).
With sector leaders, Applied Materials and Cisco on deck this week, there is bound to be some market-moving news. In this week's report, McWilliams does a deep dive into these market leaders as well as Cisco's little known, but strategic supplier, EZchip. You will also find in-depth commentary on NetApp and Nvidia. In addition to his commentary and stock price projections, you'll also find historical data, company guidance and the outlooks from covering analysts for both the trailing and forward quarters.
To get ahead of the Wall Street curve and receive Next Inning's in depth earnings previews for free, as well as McWilliams' year-end 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:
-- Cisco: McWilliams was quick to advise Next Inning readers that Wall Street was wrong when it pushed Cisco's price under $15 in July and wrote that it should be viewed as a buying opportunity. With Cisco shares well off those lows, does McWilliams believe the stock is still trading at an attractive price? Is Cisco poised for above-trend growth in 2013? What specifically does McWilliams see changing for Cisco in 2013 and how does he think those changes will impact the price of Cisco's stock?
-- Applied Materials: McWilliams sees a major "arms race" heating up in the semiconductor sector. With Intel's move into mobile, it now competes with many large companies like Qualcomm that are dependent on contract fabricators that will have to increase spending to keep pace. Samsung, which is also putting pressure on contract fab sector leader, TSMC, is also a huge factor in this equation. When there is an arms race, investors want to own stock in companies that sell bombs and bullets. McWilliams very specifically outlines which companies investors should consider most seriously and suggests what he views as the ideal pairing.
-- EZchip: McWilliams classified EZchip as a "strategic investment" in 2008 when the company's stock traded for less than $7.00. What led him to view EZchip as strategic back then when few investors had ever heard of the company, and what has led its stock to post an amazing 350% return since then? What is it that EZchip does that even the largest semiconductor companies still can't duplicate and how will its strategy unfold going forward? Does McWilliams think EZchip's growth rate will accelerate going forward or has it already seen its best days? Does EZchip still merit McWilliams' coveted "strategic" classification?
-- NetApp: McWilliams advised Next Inning investors to sell NetApp in January 2011 when the stock was priced at $55.77, and for those who want to maintain an allocation in the enterprise storage sector, use the money to buy shares of EMC. After NetApp's price fell more than 50% to $27.40, McWilliams reversed his opinion and said it was time to buy NetApp with a price target in the mid-$30s. With NetApp now trading in his target range, does McWilliams think it's time to take profits or has he raised his target? What has changed in the NetApp equation and how does McWilliams see the future shaping up in the storage sector?
-- Nvidia: McWilliams suggested selling shares of Nvidia in January 2011 when the stock moved solidly into the mid-$20s. However, while still critical of its shortcomings in the smartphone market, he warmed back up to the stock last November after it lost nearly 60% of its value. With the stock trading only modestly higher today, does McWilliams think investors should hold through its earnings report this week or are the risks of a disappointment too high? What back-room projects does McWilliams think Nvidia executives will bring to the surface during the conference call this week and why might knowing about them ahead of time be important for investors?
Next Inning is known for helping its readers generate strong returns, and no one has been more accurate than McWilliams when it comes to Apple. Nearly a decade ago, McWilliams advised readers that Apple was positioned to win big when it was trading for less than $10 per share (split adjusted). However, as Apple was hitting record highs in 2012, he advised Next Inning readers to sell. McWilliams' 2012 calls to buy Cree have generated an 80% return in under a year.
Founded in September 2002, Next Inning's model portfolio has returned 247% since its inception versus 67% 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