NI Technology Updates Outlooks for Cavium Networks, NetLogic Microsystems, ATMI, National Semiconductor, and Linear Technology

Jun 14, 2010, 10:06 ET from Indie Research Advisors, LLC

PRINCETON, N.J., June 14 /PRNewswire/ -- Next Inning Technology Research (, an online investment newsletter focused on semiconductor and technology stocks, announced it has updated outlooks for Cavium Networks (Nasdaq: CAVM), NetLogic Microsystems (Nasdaq: NETL), ATMI (Nasdaq: ATMI), National Semiconductor (NYSE: NSM) and Linear Technology (Nasdaq: LLTC).

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 McWilliams' freshly published Summer Strategy Review, his highly acclaimed State of Tech reports that offer in-depth sector by sector coverage of over 65 leading tech companies and McWilliams' 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:

-- Is Wall Street's enthusiasm for Cavium warranted?  Why has McWilliams termed Cavium as "one of the three most exciting and best-managed emerging semiconductor companies in the world?"  What strategy lies at the foundation of Cavium's business model?

-- What has NetLogic done during the last year to step up its competitive posture versus Cavium?  Why might investors find NetLogic to be the better investment at this stage of the game?  What is McWilliams' current "fair value" price for NetLogic and what is his year-end target?

-- Does a balance sheet and valuation analysis suggest that ATMI is trading at a bargain price?

-- Does National Semiconductor's recent earnings report suggest that fears of slowing in Europe are being weighed too heavily by Wall Street? McWilliams advised Next Inning readers in early January to avoid National when the stock was trading in the mid-$15s.  However, given the company's solid performance during its May quarter, he flipped to a more positive view.  What does he view today as National's "fair value" and how much upside does it imply is available in the short term for National investors?

-- Based on emerging indications of strength in industrial sectors, is Linear Tech poised to surprise analysts and outperform its peers?  Why did McWilliams advise Next Inning readers that Linear Tech is a stock they should consider owning ahead of the July earnings season?

Founded in September 2002, Next Inning's model portfolio has returned 231% 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