Top Tech Analyst Issues Earnings Previews for Broadcom, Harmonic, Silicon Laboratories, Intersil and Applied Micro Circuits

Jan 29, 2013, 09:46 ET from Indie Research Advisors, LLC

PRINCETON, N.J., Jan. 29, 2013 /PRNewswire/ -- Next Inning Technology Research (, an online investment newsletter focused on technology stocks, has published updated outlooks on Broadcom (Nasdaq: BRCM), Harmonic (Nasdaq: HLIT), Silicon Laboratories (Nasdaq: SLAB), Intersil (Nasdaq: ISIL) and Applied Micro Circuits (Nasdaq: AMCC).

After a series of reports that nailed the market's high and low points in 2012, Editor Paul McWilliams has published his outlook for 2013. His new State of Tech report covers 72 technology stocks and outlines which stocks investors will want to own and which they should avoid. The report also dives deep into a number of exciting, emerging tech trends, well ahead of the Wall Street curve.

This report is a must read for investors and analysts focusing on technology in 2013. Trial subscribers will receive the 126-page report, which includes 35 detailed tables and graphs, for free, no strings attached. Trial subscribers will also receive McWilliams' earnings previews, offering in-depth coverage ahead of key earnings reports for dozens of tech stocks.

McWilliams spent a decades-long career in the technology industry and has earned a reputation for his skill in 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.  To this point, no one has been more accurate than McWilliams when it comes to Apple.

Nearly a decade ago, McWilliams advised Next Inning readers that Apple was positioned to win big when it was trading for less than $10 per share (split adjusted).  However, as Apple was hitting record highs in 2012, he advised Next Inning readers to sell.  What led McWilliams to predict Apple's decline late in 2012 and what does he now predict for the stock in 2013?  In recent reports, McWilliams also offers critical insight into Apple's recent weakness and adds valuable commentary on the roles of key suppliers.

To get ahead of the Wall Street curve and receive Next Inning's in depth earnings previews for free, as well as McWilliams' year-end State or Tech report, you are invited to take a free, 21-day, no obligation trial with Next Inning.  For full details on this offer, please visit the following link:

Topics discussed in the latest reports include:

-- Broadcom: During the last two years, McWilliams has treated Broadcom as a "trading stock."  During this period of time he called every major inflection point for Broadcom with uncanny accuracy.  In his highly acclaimed State of Tech report, McWilliams laid out an entirely different game plan for Broadcom in 2013 and then explored that with more detail in his earnings preview that was published Monday morning.  What does McWilliams think will change this year for Broadcom and why does he think it's now time to hold the stock?  What is his price target and what risks should investors monitor?  McWilliams predicted Broadcom's acquisition of NetLogic two months before it was announced.  Does he see any major acquisitions on the horizon for Broadcom today?

-- Harmonic: Why does McWilliams believe the introduction of CCAP technology will substantially boost revenue growth potential for Harmonic?  What advantages does McWilliams think Harmonic has over its competitors in this emerging market?  How might the new Ultra-HD standard impact Harmonic's business?  What was Wall Street getting wrong when it pushed Harmonic's stock price lower in the wake of the announcement that Arris would acquire Motorola's video business from Google?

-- Silicon Labs: After a transition year in 2011, did Silicon Labs demonstrate that it is on the right track during 2012?  McWilliams suggested to Next Inning readers in July 2012 that Silicon Labs was a buy at its then current price of $36.76. With shares now trading 19% higher, does McWilliams see further upside ahead?  What does McWilliams like about Silicon Labs' new model and what does he view as risk factors?

-- Intersil: Amid another leadership change at Intersil, does McWilliams continue to believe that the company's best option is to seek a buyer? Which companies would be the most likely buyers? Could Intersil command a premium of 50% or more?  What fundamental data point did McWilliams cite when Intersil temporarily dipped to mid-single-digits as a sign that investors should consider buying Intersil?

-- Applied Micro:  Last year, when Applied Micro was trading in the $5s, McWilliams carefully explained that Wall Street was viewing the company through the wrong lens.  According to McWilliams, investors should evaluate Applied Micro in two distinctly unique pieces.  On one side Applied Micro is executing its core business model, but on the other it is clearly a venture capital play.  The problem here is Wall Street was applying expenses from the venture capital model to the core and that made it appear as though Applied Micro was failing.  To a degree, Wall Street has corrected this view, but according to McWilliams, in spite of the 85% rise in the price of Applied Micro, there are still pieces to the puzzle being missed.

Founded in September 2002, Next Inning's model portfolio has returned 242% since its inception versus 66% 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