NI Technology Updates Outlooks for Sequans Communications, NXP Semiconductors, Skyworks Solutions, Mellanox Technologies, and Clearwire
Sep 16, 2011, 08:00 ET
PRINCETON, N.J., Sept. 16, 2011 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for Sequans Communications (NYSE: SQNS), NXP Semiconductors (Nasdaq: NXPI), Skyworks Solutions (Nasdaq: SWKS), Mellanox Technologies (Nasdaq: MLNX), and Clearwire (Nasdaq: CLWR).
Next Inning editor Paul McWilliams has leveraged a decades-long career as a semiconductor industry insider to deliver in-depth insights and winning stock selections for his newsletter subscribers. McWilliams' Next Inning model portfolio has posted huge gains, returning 258% since its inception in 2002, and he has been picking more potential big winners for 2011.
McWilliams has been right on target this year with his predictions on the direction of the market. From the spring sell-off to the June rebound to the slump in July and massive selloff that followed, McWilliams has kept Next Inning readers one step ahead of the market.
An example of a recent call for Next Inning trial subscribers: On July 17th, McWilliams rated NetLogic as a good strategic investment with a price target range extending to almost $51. Interestingly, in a report covering Broadcom he indicated NetLogic's core knowledge based processor (KBP) technology is something Broadcom desperately needed to develop or acquire. On September 12, Broadcom offered $50 a share for NetLogic, a price that represents a 32% gain from where McWilliams made his call.
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McWilliams covers these topics and more in his recent reports:
-- On June 1st, McWilliams warned Next Inning readers that Sequans was not all the media was making it out to be and at its then current price of $18, was trading far above what he viewed as a realistic valuation. Follow McWilliams' warning, the price of Sequans fell below $5. However, it has again caught Wall Street's attention with its announcement that its LTE chip has been approved for use in China. Does McWilliams see this as a material development for Sequans that alters his view of a fair price target or does he think there are other semiconductor companies that are better positioned in the LTE market that investors should consider?
-- With NXP rallying off recent lows, is it too late to get in or is the stock poised to move even higher? What three factors drove the pullback in NXP shares? Is competition emerging in NXP's key Near Field Communications (NFC) markets, or is it destined to be a gold mine for NXP?
-- McWilliams pulled no punches in his criticism of Skyworks' plan to buy Advanced Analogic Technologies last June. With rumors now indicating Skyworks may be looking for a way out, it appears the company may be seeing it in a similar light now. What do Skyworks investors need to know about this troubled deal?
-- What is the nature of the competitive threat to Mellanox posed by QLogic? What is McWilliams' estimated fair value range for Mellanox and how much upside does it represent from current levels?
-- What is the impact of Clearwire's recently announced agreement with China Mobile? What are the three reasons behind China's aggressive fiber deployment? Should DragonWave investors view this as a positive event? What other companies might end up benefiting from an agreement between Clearwire and China Mobile?
Founded in September 2002, Next Inning's model portfolio has returned 258% since its inception versus 33% 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
SOURCE Indie Research Advisors, LLC
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