Leading Tech Analyst Previews Earnings for Altera, Alcatel-Lucent, Applied Micro Circuits, KLA-Tencor, and SkyWorks Solutions

Apr 25, 2013, 08:50 ET from Indie Research Advisors, LLC

PRINCETON, N.J., April 25, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Altera (Nasdaq: ALTR), Alcatel-Lucent (NYSE: ALU), Applied Micro Circuits (Nasdaq: AMCC), KLA-Tencor (Nasdaq: KLAC), and SkyWorks Solutions (Nasdaq: SWKS).

During 2012, Next Inning editor, Paul McWilliams predicted both the spring and fall corrections as well as the rally that started in November and carried through the first quarter of 2013.  On the day the November rally started, he advised readers it would lift the NASDAQ by as much at 18% by the end of March 2013.  As we know now, that is exactly what happened. 

To keep Next Inning readers ahead of the curve, Next Inning is now publishing McWilliams' highly acclaimed earnings previews.  These reports outline McWilliams' outlook for the second quarter and provide readers with deep insight into the world's leading tech companies.  McWilliams also shares his opinions as to which of these companies investors should buy and which should be avoided.

Trial subscribers will also receive McWilliams' 167-page State of Tech report, which includes 35 detailed tables and graphs, for free, no strings attached. This report is a must read for investors and analysts focusing on technology in 2013.

Already in 2013, McWilliams suggested buying several including Cree (up 57% year to date), Micron (up 48% year to date), Marvell (up 34% year to date), PMC Sierra (up 18% year to date) and SanDisk (up 20% year to date). Stocks he suggested avoiding/selling include Fusion-IO (down 37% year to date), Netlist (down 20% year to date), Fairchild (down 18% year to date) and Cypress (down 11% year to date). McWilliams' new earnings previews outline which stocks investors will want to own and which they should avoid.

To get ahead of the Wall Street curve and receive McWilliams' Q1 2013 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:

-- Altera: As we prepared to enter 2012, McWilliams forecasted Xilinx would outperform Altera.  Because Altera had been the big winner during the last two years, this was a bold forecast that went against the grain of Wall Street forecasts.  However, McWilliams was right: Xilinx was the winner hands down in all categories, and its stock price went up more than 14% in 2012 while the price of Altera went down by more than 6%. Wall Street is now projecting Xilinx to grow earnings much faster than Altera again in 2013. 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 for Xilinx and Altera investors understand and how does McWilliams see these trends shaping up for 2013 and beyond?  Trial subscribers will have full access to McWilliams' "Paradigm Paper" that predicted the rise of programmable logic when both Altera and Xilinx were trading in the teens.

-- Alcatel-Lucent: In an October 2012 report, with Alcatel-Lucent trading at $1.10, McWilliams laid out data points suggesting the odds of an Alcatel-Lucent turnaround had improved and that Next Inning readers should consider buying shares. Following this, Alcatel-Lucent traded as high as $1.79 (up 72% from McWilliams' buy call) and McWilliams advised his readers that the easy money had been made and it was time to book some profits. With shares now having pulled back sharply, does McWilliams see another opportunity for the stock to make a run towards $2, or possibly higher?

-- 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.  After shares soared 85% higher from his entry price, McWilliams' wrote in January that the easy money had been made. Following a recent pullback, is it time for investors to take another look at Applied Micro? Could shares move above $15 before the end of 2013?

-- KLA-Tencor: What differentiates KLA-Tencor from other major players in the sector like Applied Materials and Lam Research?  Are there signs indicating demand for KLA-Tencor products and services will increase this year?  Does McWilliams see this as a secular change that will last or just as a short term upside?  What are the drivers behind this change in the demand environment?

-- Skyworks: How does Skyworks compare to rivals Avago, TriQuint, and RF Micro in terms of its positioning in the broader market and as a supplier to Apple? Is Skyworks oversold and poised to outperform the broader technology sector in 2013?  What strategy does McWilliams think is the best way for tech investors to cover the RF semiconductor sector?

Founded in September 2002, Next Inning's model portfolio has returned 229% since its inception versus 71% 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