NI Technology Updates Outlooks for Diodes, IXYS, International Rectifier, Microsemi and SanDisk

Dec 03, 2010, 10:12 ET from Indie Research Advisors, LLC

PRINCETON, N.J., Dec. 3, 2010 /PRNewswire/ -- Next Inning Technology Research (, an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for Diodes (Nasdaq: DIOD), IXYS (Nasdaq: IXYS), International Rectifier (NYSE: IRF), Microsemi (Nasdaq: MSCC) and SanDisk (Nasdaq: SNDK).

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.

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McWilliams covers these topics and more in his recent reports:

-- In his August 31st monthly semiconductor report, McWilliams wrote that if Diodes could be acquired for its then current price of $14.90 there would be a line of interested companies at the door.  In other words, as he also stated in the report, Diodes was selling for an absurdly low valuation and investors should snap up shares while they could.  In the months that followed, the price of Diodes has shot up an amazing 71%.  Of course Next Inning readers who bought Diodes when McWilliams predicted in December 2008 that the stock would appreciate by 400% during the coming two years have done even better; Diodes trades today more than 459% higher than it did then.  After these massive gains, is Diodes now trading above McWilliams' fair value range for the stock, or is there room for Diodes to go even higher?

-- McWilliams suggested buying IXYS earlier this year when it was trading below $8.50.  What is his exit strategy?  What does McWilliams think about IXYS' acquisitions of CP Clair, Ledis and Zilog?  Does McWilliams expect the currently strong demand environment IXYS is enjoying to carry-over into 2011?  What is McWilliams' fair value price range for the stock?

-- McWilliams suggested buying shares of Microsemi on August 31st when the stock was trading at only $14.15.  Does McWilliams have a positive view of Microsemi's acquisition activity this year?  Does he think the acquisitions collectively represent a clear and synergistic strategy or that they are fragmenting what would otherwise be a good business model?  Does he think the growing relationship with Cisco will turn into a material event for Microsemi?  What does McWilliams see as a fair value for Microsemi?

-- McWilliams predicted early this year that the analysts covering International Rectifier were way off on their earnings estimates and, as we've since seen, they came around to his way of thinking.  Does McWilliams expect International Rectifier's GaN technology to be a key driver for the company?  What is his fair value range for the stock and how much upside does it represent from current prices?

-- After suggesting that Next Inning readers buy SanDisk in late 2008 when it was trading for only $7.70, McWilliams suggested selling at $46.00 last summer ahead of the steep fall in August.  Following this, he suggested buying again when the stock slipped below $35.00 on August 31st; the day the stock hit its low for the summer.  Does he think it's time to exit now? What does he see as upside drivers for the company in 2011?  What important factors do investors need to be aware of when considering memory stocks?

Founded in September 2002, Next Inning's model portfolio has returned 338% since its inception versus 35% 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