NI Technology Updates Outlooks for Apple, Hewlett-Packard, Dell, Skyworks and MEMC

Oct 01, 2010, 10:28 ET from Indie Research Advisors, LLC

PRINCETON, N.J., Oct. 1 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for Apple (Nasdaq: AAPL), Hewlett-Packard (NYSE: HPQ), Dell (Nasdaq: DELL), Skyworks Solutions (Nasdaq: SWKS) and MEMC Electronic Materials (NYSE: WFR).

Editor Paul McWilliams has displayed uncanny accuracy in identifying winners and losers during this challenging and historic period for the markets. After calling the rally that started in March 2009 to the day and providing Next Inning readers with buy recommendations that in some cases returned in excess of 400%, he advised readers on May 3, 2010 that the markets were heading for a correction.  By the end of the day, the correction started.

In his June 7th Strategy Review, McWilliams advised readers we would see stocks rally in July, but that the rally would be followed by another selloff in August. As we know now, both events materialized as predicted.  On August 30th, Next Inning published McWilliams' Fall Strategy Review that outlines what he expects from the markets during the coming three months and naming five stocks he thinks will hit new highs before the close of the year.  Investors are invited to read McWilliams' market insights with no obligation during a 21-day risk-free trial.

Trial subscribers will receive the Next Inning Fall Strategy Review and highly acclaimed State of Tech reports that offer in-depth, sector-by-sector coverage of over 65 leading tech companies and specific guidance on which stocks he thinks investors should own and which should be avoided.  These reports, as well as McWilliams' regular commentary and detailed earnings previews, are available for free to trial subscribers.

In addition, subscribers will have access to McWilliams' daily commentary and actionable alerts.  To take advantage of this offer and receive these reports for free, please visit the following link:

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McWilliams covers these topics and more in his recent reports:

-- Apple is up over 220% since McWilliams advised Next Inning readers to buy the stock as a good strategic investment in late 2008.  Possibly more important though is the fact he went to great detail to reveal the accounting issues that were disguising Apples real earnings power six months before they became a topic on Wall Street.  Today Apple is facing new challenges and so are its investors.  What is McWilliams forecasting for Apples earnings next year?  How long does McWilliams think it will take the price of Apple to double again?  What does he estimate to be a near-term fair value target?

-- After suggesting that Next Inning readers buy Hewlett-Packard shortly after Mark Hurd was hired as CEO and the stock was trading in the mid-$20s, McWilliams flipped to a sell opinion on August 9th when the stock traded up that morning to $43.40.  While he lamented the stock was still trading at a very attractive valuation, there were simply too many wildcards in the deck to quantify risks without Hurd's hand on the wheel.  Now that some time has passed to digest the changes and we know who will take Hurd's place, has McWilliams changed his tune?  What price does McWilliams think the stock would trade for if Wall Street becomes comfortable with HP's new leadership and pushes its valuation multiple into a more normal range?

-- McWilliams advised his readers to take profits with Dell when the stock hit his targeted value of $17 last spring. What caused Dell's fall from glory and why did the Dell business model break?  Can Dell fix this model or should it focus its attention on building a different model?  What does he see as Dell's big weakness?  What does Dell need to do to correct this problem?  Is Dell's new "open system" marketing strategy the right move or better thought of as a stop-gap fix while Dell addresses bigger problems? With shares of Dell trading again in the low teens, does McWilliams think there is again room to speculate in another run to the mid-teens or above?

-- McWilliams presented a compelling story to buy Skyworks at the close of 2008 when the stock was trading for only $4.41.  Does McWilliams maintain a bullish outlook for the company?  What does he see as the company-specific strengths?  How much upside potential does he think is available for investors?  What macro-trends are driving demand for Skyworks and its competitors like Anadigics, RF Micro Devices and TriQuint?  Which of these stocks does he think presents the most upside for investors today or does he think splitting bets between two or more is a better way to go?

-- McWilliams frequently calls profitable short-term swing trades and MEMC is one of his favorites.  As a matter of fact, after calling a fresh buy last August at just over $10, he's sitting now with nearly 20% profit on his third swing trade with MEMC this year.  What is his exit strategy for this trade and what other opportunities in the tech market does he think investors should consider today?

Founded in September 2002, Next Inning's model portfolio has returned 285% since its inception versus 25% 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



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