Top Tech Analyst Previews Earnings for Qualcomm, Applied Micro Circuits, Arrow Electronics, Citrix Systems and TriQuint Semiconductor
PRINCETON, N.J., July 24, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Qualcomm (Nasdaq: QCOM), Applied Micro Circuits (Nasdaq: AMCC), Arrow Electronics (NYSE: ARW), Citrix Systems (Nasdaq: CTXS), and TriQuint Semiconductor (Nasdaq: TQNT).
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.
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Topics discussed in the latest reports include:
-- Qualcomm: After years of cycle-trading Qualcomm, McWilliams advised Next Inning readers in 2010 when Qualcomm dipped into the $30s that it was time to buy shares with the intent to hold them for the long run. Thanks to subsequent option hedges proposed by McWilliams, subscribers who followed his recommendations now have a cash exposure basis in the mid-$20s on their Qualcomm shares and have also pocketed nice call premiums and dividends. Does McWilliams expect Qualcomm to continue to dominate the high-end smartphone market in 2013? Do Intel or Nvidia pose viable threats? What data does McWilliams cite that leads him to believe Qualcomm will not only report strong results for its June-ending quarter, but guide with optimism for the September quarter too? Why does McWilliams think analysts are wrong to assume Qualcomm's results will be weak following the below consensus outlook from fabrication company, TSMC? What new competitive dynamics does McWilliams see developing for Qualcomm later this year?
-- Applied Micro: Last year, when Applied Micro was trading in the $5s, McWilliams carefully explained that Wall Street was viewing the company through the wrong lens. According to McWilliams, investors should evaluate Applied Micro in two distinctly unique pieces. On one side Applied Micro is executing its core business model, but on the other it is clearly a venture capital play. Investors who followed McWilliams' lead have seen the value of their investment go up 120%. Could shares move higher still before the end of 2013? Could there be another double in the cards for patient investors?
-- Arrow: McWilliams advised readers to buy Arrow and its rival, Avnet when the stocks were bottoming in the fall of 2012. What is McWilliams' view of Arrow heading into its upcoming earnings report? Does McWilliams prefer Arrow over rival Avnet? What valuation penalty does Wall Street tend to apply to mega-distributors like Arrow and why is that likely to continue?
-- Citrix: McWilliams suggested investors interested in virtualization buy Citrix rather than VMWare shortly following VMWare's IPO. The charts tell us this was the right call. What trend has changed in virtualization recently that has led McWilliams to reiterate this call? What is McWilliams' price target for Citrix and how much upside does it represent from current levels? Is the stock a viable alternative for investors interested in VMWare? Does McWilliams think EMC investors should consider pairing the allocation with an investment in Citrix? What factors should investors consider when making this decision?
-- TriQuint: After facing major challenges in 2012, is TriQuint poised for upside in 2013? Will TriQuint's positioning as an Apple supplier be a positive for the stock in 2013? How well is TriQuint positioned with Samsung? What is McWilliams' top-down thesis for the RF semiconductor sector this year? You will find full coverage of all the major players in the RF semiconductor sector in McWilliams highly acclaimed State of Tech report.
Founded in September 2002, Next Inning's model portfolio has returned 290% since its inception versus 86% 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