NI Technology Updates Outlooks for Atheros Communications, Power Integrations, STMicroelectronics, Texas Instruments and Applied Materials

Jun 24, 2010, 08:44 ET from Indie Research Advisors, LLC

PRINCETON, N.J., June 24 /PRNewswire/ -- Next Inning Technology Research (, an online investment newsletter focused on semiconductor and technology stocks, has just released its special State of Tech report covering analog and mixed-signal semiconductor companies.  This report is the first in the State of Tech series and provides detailed fundamental data and updated evaluations of 13 leading companies in the sector including Power Integrations (Nasdaq: POWI), STMicroelectronics (NYSE: STM) and Texas Instruments (NYSE: TXN). In addition to this, Next Inning has also updated its opinions on Atheros Communications (Nasdaq: ATHR) and Applied Materials (Nasdaq: AMAT).

Editor Paul McWilliams has displayed uncanny accuracy in identifying winners and losers during this challenging and historic period for the markets. After logging a very successful 2009 that included suggesting his readers buy a number of stocks that subsequently posted gains of 100% to 400%, he advised readers on May 3rd that the markets were heading for a correction.  As many investors are painfully aware, McWilliams was right again.

Now that the major indexes have fallen more than the ten percent required to classify the drop as a "correction," McWilliams has outlined what he views as the real risks and advised Next Inning readers how he thinks things will play out during the balance of 2010.

Trial subscribers will receive the Next Inning Summer Strategy Review, and freshly published 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:

McWilliams covers these topics and more in his recent reports:

-- Why has the price for Atheros crashed from its April highs even though the company blew out Wall Street expectations in its most recent quarterly report?  What are the two competitive factors facing Atheros at this juncture?  What was behind the huge increase in the value of Atheros' balance sheet in Q1?  Has this pullback created a rare opportunity to buy Atheros at a value price? What does McWilliams see as a reasonable exit target for Atheros buyers?

-- Power Integrations is up over 83% since McWilliams listed it in his "Undervalued Tech Stocks" report as a good speculative investment.  Why is Power Integrations now more of a "winner take all" play and what does this mean for investors?

-- What five subtle but positive events came together late last year and continue to benefit STMicro?  What is the big wildcard facing STMicro right now?  Now analysts have more than doubled STMicro's consensus EPS estimate to bring it in line with McWilliams' projections from early this year, is the stock poised to run higher?

-- What do investors need to know about TI's plan to open a 300mm analog semiconductor manufacturing facility?  How does this plan potentially change the competitive balance and which classic analog companies stand to be the biggest losers if TI is successful?  What is McWilliams' fair value range for the stock?

-- Does McWilliams expect to see building demand for Applied Materials' fabrication tools during the next couple of years?

Founded in September 2002, Next Inning's model portfolio has returned 234% since its inception versus 21% 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 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