NI Technology Updates Outlooks for Cirrus Logic, Equinix, Linear Technology, Maxim Integrated Products and Texas Instruments

Oct 11, 2010, 10:52 ET from Indie Research Advisors, LLC

PRINCETON, N.J., Oct. 11 /PRNewswire/ -- Next Inning Technology Research (, an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for Cirrus Logic (Nasdaq: CRUS), Equinix (Nasdaq: EQIX), Linear Technology (Nasdaq: LLTC), Maxim Integrated Products (Nasdaq: MXIM) and Texas Instruments (NYSE: TXN).

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McWilliams covers these topics and more in his recent reports:

-- Is Cirrus really only a "one-trick-pony" that has no depth and minimal value outside its business with Apple?  How has Cirrus done outside its largest customer Apple?  Is there reason to think Cirrus is being managed better today than it has been in past years?

-- In the fall of 2007, McWilliams advised Next Inning readers that he could not rationalize paying the then current $83 price for Equinix.   After McWilliams advised investors Equinix would fall short of hitting its previously announced revenue guidance, the price of Equinix fell sharply and appears to have at least temporarily found support in the $70s - a full ten dollars below where McWilliams suggested avoiding the stock three years ago.  Does McWilliams think this sharp drop provides investors an opportunity to buy Equinix at a bargain basement price or does he still see the valuation as frothy?

-- With lead times for most analog components contracting and the threat of part shortages subsiding, how will participants in the forward supply channel react?  How does McWilliams think analog leaders like Linear Tech, Maxim and Texas Instruments will be affected?

-- Does McWilliams think Linear Tech is likely to top the Wall Street consensus estimates for revenue and earnings when it reports its September quarter?  What aspects of the Linear Tech growth story are analysts missing? Based on what he terms as a conservative growth and earnings forecast, what does McWilliams see as a "fair price range" for Linear Tech?

-- Why did McWilliams reclassify Maxim to a "speculative" investment versus a "strategic" investment?  Was it due to a change in Maxim's strategy?  What does McWilliams think about Maxim's expanding strategy and the early results?  What strategy does he think investors interested in Maxim should consider today?

-- We all know what Texas Instruments will report for its September quarter, but calendar Q4 remains an enigma.  What does McWilliams think investors should be prepared for when listening to Texas Instruments' guidance?  How does McWilliams think Texas Instruments will leverage its new 300mm analog fabrication facility?  Does he see TI shifting strategy as time moves forward?

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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.

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SOURCE Indie Research Advisors, LLC