NI Technology Updates Outlooks for Entropic Communications, Spreadtrum Communications, Mellanox Technologies, Intel, and Cree
17 Apr, 2012, 08:00 ET
PRINCETON, N.J., April 17, 2012 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for Entropic Communications (Nasdaq: ENTR), Spreadtrum Communications (Nasdaq: SPRD), Mellanox Technologies (Nasdaq: MLNX), Intel (Nasdaq: INTC), and Cree (Nasdaq: CREE).
Editor Paul McWilliams spent a decades-long career in the technology industry, and has earned a reputation for his skill at communicating complex technology trends to individual investors and professional analysts alike. His reports have won over readers with their ability to unravel the complexities of the industry and, more importantly, identify which companies are likely to be the winners and losers as technology trends change.
Next Inning is now publishing its highly acclaimed, multi-part State of Tech Report covering the technology sector from semiconductor wafer fabrication through finished goods and representing nearly a trillion dollars in annual revenue. This breadth provides investors with unique visibility across an array of sectors and for years this quarterly report has given Next Inning subscribers the opportunity to find hidden gems before they are discovered by Wall Street.
The latest 40-page installment of the State of Tech report covers semiconductor companies that power the broadband connectivity behind the mobile computing boom. Out of the nine stocks covered in the Specialty Semiconductor State of Tech, only one closed on April 12 down from where it started the year. It is the only stock out of the nine that McWilliams said investors should avoid buying in the last installment of the report. Only two of the stocks were listed as good strategic investments. Those two are up 25.3% and 55.8%. The latest update to this report includes McWilliams' critical insights on which stocks will be the big winners over the next several months.
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McWilliams covers these topics and more in his latest reports:
-- McWilliams suggested selling Entropic last year when the stock was trading in the $9s. With the stock trading now in the low $5s, does he think now is the right time for investors to pick up shares on the cheap or that it's best to continue to avoid the stock? With new initiatives by Broadcom and STMicro offering rival products, does Entropic have viable plans to overcome the competitive threat? What does McWilliams think about Entropic's acquisition of Trident's set-top-box chip business?
-- Does McWilliams expect China-based Spreadtrum to build momentum in smartphones designed for emerging markets? What products does it have set for release in the second half that could disrupt the models of companies like Marvell and Taiwan-based MediaTek?
-- Mellanox has doubled since McWilliams alerted investors to a buying opportunity in the stock in the second half of 2010. Does he see further gains ahead for the stock, or is time to take profits? After trying to compete with Mellanox with its InfiniBand product line, QLogic gave up and sold the product line to Intel. What might Intel do differently with the InfiniBand that could make it a much bigger threat to Mellanox? Is Mellanox' business dominated by Oracle, which owns 30% of Mellanox' stock, or does Mellanox have other customers that are substantially larger?
-- With 10 straight quarters of correct predictions under his belt, what is McWilliams expecting from Intel in upcoming reports? Is Intel poised to continue to surpass expectations or have global factors limited its potential? Does the new Windows 8 operating system, which will work with processors from ARM Holdings, pose a threat for Intel or does it open new doors for Intel that will threaten ARM's stronghold in the tablet and smartphone markets? Does ARM pose a real threat to Intel in the server market? What is McWilliams' outlook for 2012 and what is his six-month, fair value target for Intel shares?
-- What three factors are working in Cree's favor right now? What is McWilliams expecting from Cree's upcoming report? Does McWilliams see further upside for Cree following what has already been a very strong run into the $30s?
Founded in September 2002, Next Inning's model portfolio has returned 296% since its inception versus 52% 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 adviserinfo.sec.gov 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
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