NI Technology Updates Outlooks for Conexant Systems, Silicom, Nvidia, and SemiLEDs

Dec 10, 2010, 08:54 ET from Indie Research Advisors, LLC

PRINCETON, N.J., Dec. 10, 2010 /PRNewswire/ -- Next Inning Technology Research (, an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for Conexant Systems (Nasdaq: CNXT), Silicom (Nasdaq: SILC), Nvidia (Nasdaq: NVDA), and SemiLEDs (Nasdaq: LEDS).

Editor Paul McWilliams has displayed uncanny accuracy in identifying winners and losers during this challenging and historic period for the markets. McWilliams called the rally that started in March 2009 and provided Next Inning readers with buy recommendations that in some cases returned in excess of 400%.  His recommendations for 2010 have played out impressively as well.  Year to date, the Next Inning model portfolio has gained 35% versus 11% for the S&P 500.

On August 30th, Next Inning published McWilliams' Fall Strategy Review. In that report he encouraged readers to accumulate shares ahead of what we now know has been a strong fall rally.  He also outlined his expectations for the balance of 2010 and named five stocks he thinks will hit new highs before the close of the year.  Among those stocks was MIPS, which has since doubled.  Investors are invited to read McWilliams' market insights with no obligation during a 21-day risk-free trial.

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McWilliams covers these topics and more in his recent reports:

-- Why are there reasons to optimistic about Conexant even as the stock has faltered over the last year?  What moves has Conexant management made that investors might take as a bullish signal?  Is Conexant a likely acquisition target, and which large chip company might be the most likely acquirer?  Are Conexant shares poised to double from their currently depressed levels?

-- Does a valuation analysis suggest that Silicom is trading at a bargain price?  What is McWilliams' fair value range for Silicom and how much upside does it suggest from current prices?

-- News of Apple's decision to drop Nvidia graphics processors in favor of Intel's new Sandy Bridge solution came as no surprise to Next Inning readers. McWilliams advised Next Inning readers last spring this would happen and suggested selling Nvidia then when it was trading in the high-teens.  The question is, why was Wall Street caught off guard by this development and what's left for Nvidia to do now that both Intel and AMD have integrated graphics processors on their x86 processor chips?  Is Nvidia likely to rebound from its current weakness?  Where does Nvidia fit into the emerging sub-netbook markets?  Does Nvidia have what it takes to be a long-term winner in the sub-netbook market?  There's a lot to cover here and a lot Nvidia investors need to know.

-- Should investors be excited about new IPO SemiLED as a new investment opportunity in the hot LED market?  Does McWilliams see more upside for SemiLED after its explosive first day move, or are shares likely to pull back?  Is market leader Cree still the best bet for investors interested in LEDs?

Founded in September 2002, Next Inning's model portfolio has returned 347% since its inception versus 37% 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