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Top Tech Analyst Issues "State of Tech: A Guide for the Q2 Earnings Season" With Updated Outlooks for 67 Companies, Including Marvell Technology Group, Alcatel-Lucent, Broadcom, Skyworks Solutions and Cypress Semiconductor


News provided by

Indie Research Advisors, LLC

Jul 11, 2012, 09:38 ET

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PRINCETON, N.J., July 11, 2012 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has published a new special report designed to help investors prepare for earnings season.  This report covers 67 tech stocks including Marvell Technology Group (Nasdaq: MRVL), Alcatel-Lucent (NYSE: ALU), Broadcom (Nasdaq: BRCM), Skyworks Solutions (Nasdaq: SWKS) and Cypress Semiconductor (Nasdaq: CY).

Editor Paul McWilliams is best known for spotting big winners like long before they are recognized by Wall Street.  Nearly a decade ago he advised Next Inning readers that Apple was positioned to win big when it was trading for less than $10 per share (split adjusted).  McWilliams is also well known for accurately predicting market inflections.  He predicted the recent market correction only two trading days before the markets began their long and painful fall in late March.

In his new special "State of Tech" report, McWilliams offers in depth data and analysis on 67 tech companies expected to report aggregate revenue in excess of $800 billion this year. The report includes McWilliams' second half outlook and full value price ranges for all 67 stocks.  With this data, investors can appropriately position themselves for the July earnings season.

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.

McWilliams thinks his 62-page State of Tech report should be read by all tech investors and is making it, along with his special report "Triple Crown Tech Stocks," available free of charge to all who sign up for a no-obligation free trial to Next Inning Technology Research.

To get ahead of the Wall Street curve and receive Next Inning's latest reports for free, 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:

https://www.nextinning.com/subscribe/index.php?refer=prn1434  

McWilliams' latest report covers the following topics:

-- Marvell: What is weighing so hard on Marvell's price?  Should Marvell investors be swayed by Wall Street's concerns that Chinese chip companies will end up pushing Marvell out of the Chinese smartphone market?  Or is Wall Street missing Marvell's real strengths in China?  Did Marvell make the cut in McWilliams' "Triple Crown" tech stock portfolio?  What does McWilliams see as a full value price for Marvell?

-- Alcatel-Lucent: What factors have driven the price of Alcatel-Lucent to near penny stock levels?  Does McWilliams expect a reversal of any of these factors to come into play during 2012 and, if so, has Alcatel-Lucent made the right operational adjustments to leverage an improving demand environment?  Could Alcatel-Lucent shares be worth well over double what they trade for today?

-- Broadcom: Is Broadcom trading well below what McWilliams considers to be a full valuation? What important balance sheet factor do Broadcom investors need to consider when looking at the stock?  Why does McWilliams believe so strongly that investors need to adjust earnings consensus data for Broadcom before assessing its fundamental value?

-- Skyworks:  Does McWilliams believe the acquisitions Skyworks has completed during the last fourteen months will lead to improved margins and market share?  What is McWilliams latest, revised price target for the stock?  What RF semiconductor stocks does McWilliams like at this juncture?

-- Cypress:  McWilliams went against the grain when he suggested selling Cypress early this year when the stock was trading above $20. With the stock now stuck in the $12s, does he think it's time to jump back in ahead of its earnings report? Is Cypress in a position to come out ahead in the increasingly competitive touch screen technology market? What is the "red flag" that investors in Cypress need to be aware of? What is McWilliams' fair value range for Cypress?

Founded in September 2002, Next Inning's model portfolio has returned 246% since its inception versus 48% 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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