NI Technology Research Issues Pre-Earnings Predictions for Texas Instruments, VMware, EMC, ARM Holdings, and Altera
PRINCETON, N.J., Oct. 21, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Texas Instruments (Nasdaq: TXN), VMware (NYSE: VMW), EMC (NYSE: EMC), ARM Holdings (Nasdaq: ARMH), and Altera (Nasdaq: ALTR).
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Topics discussed in McWilliams' recent reports include:
-- Texas Instruments: TI has repositioned itself as an embedded processor solutions company. In what ways does this new direction put TI in the center of a new growth paradigm centered on the emergence of what is known as the "Internet of Things?" What two factors are driving this new paradigm? Why is it important to understand what is driving TI's strong free cash flow that is notably exceeding its reported earnings? What data leads McWilliams to write that free cash flow is a better way to view TI's earnings power than its reported profit? What else can we gather from the free cash flow data that suggests we'll see TI's earnings move higher than analysts appear to expect in 2014 and beyond? At what price would McWilliams add shares of TI?
-- EMC and VMware: Why does McWilliams say it's important for investors to view EMC's value from both a traditional valuation perspective as well as a deconstructed valuation perspective? What does McWilliams think about the new EMC/VMWare joint venture, Pivotal Initiative? At their current prices, does McWilliams think investors should buy EMC or VMWare? What does McWilliams think about VMW competitor, Citrix? Which stock does he think is poised to outperform going forward?
-- ARM Holdings: When ARM rocketed to record highs earlier this year McWilliams boldly suggested it was time to short the stock. He held tight to that opinion until the day after the stock bottomed at $34.75, and then wrote before the open on June 26th that it was time to buy cover. With ARM now nearing its previous high does he think it's time to go short again or that that ARM is destined to go higher? While the press isolates on the competitive threat ARM poses towards Intel, are there valid reasons to also consider the growing threat Intel poses to ARM in the mobile markets?
-- Altera: As we prepared to enter 2012, McWilliams forecasted Xilinx would outperform Altera for the next two years. Because Altera had been the big winner during 2010 and 2011, this was a bold prediction that went against the grain of Wall Street forecasts. However, McWilliams was right – Xilinx was the winner hands down in all categories. For the full year of 2012, the price of Xilinx went up 14.3% while the price of Altera went down 6.3%, and this year Xilinx is beating Altera by nearly a 3 to 1 ratio. Does McWilliams continue to view Xilinx as a more attractive investment than its rival Altera? What key trends in the programmable logic sector are important to Xilinx and Altera investors and how does McWilliams see these trends shaping up heading into 2014?
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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.
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