Leading Tech Analyst Updates Outlooks for EZchip Semiconductor, Intel, Altera, Xilinx, and Taiwan Semiconductor Manufacturing
PRINCETON, N.J., March 5, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for EZchip Semiconductor (Nasdaq: EZCH), Intel (Nasdaq: INTC), Altera (Nasdaq: ALTR), Xilinx (Nasdaq: XLNX), and Taiwan Semiconductor Manufacturing (NYSE: TSM).
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 32% year to date), PMC Sierra (up 23% year to date) and QLogic (up 16% year to date); he was bearish on Cypress (down 3% year to date).
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Topics discussed in the latest reports include:
- Is Intel's announcement that it has landed Altera as a fabrication customer a significant positive for Intel?
- How does Intel's announcement impact the competitive environment between Altera and its primary competitor, Xilinx?
- What has changed during the past two years in the Intel business model that makes it more important than ever for contract semiconductor fabricators like TSMC to keep pace with fabrication technology?
- Why might TSMC find it difficult to keep up with the capital investment necessary to stay within one fabrication node of Intel?
- With EZchip poised to end its partnership with Marvell, might EZchip look to team up with Intel? What evidence suggests this announcement may come in the next few months?
Founded in September 2002, Next Inning's model portfolio has returned 233% since its inception versus 68% 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.
SOURCE Indie Research Advisors, LLC