Top Tech Analyst Issues "State of Tech: A Guide for the Q2 Earnings Season" With Updated Outlooks for 67 Companies, Including RF Micro Devices, Juniper Networks, Taiwan Semiconductor Manufacturing, Ciena and TriQuint Semiconductor

Jul 12, 2012, 09:43 ET from Indie Research Advisors, LLC

PRINCETON, N.J., July 12, 2012 /PRNewswire/ -- Next Inning Technology Research (, 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 RF Micro Devices (Nasdaq: RFMD), Juniper Networks (NYSE: JNPR), Taiwan Semiconductor Manufacturing (NYSE: TSM), Ciena (Nasdaq: CIEN) and TriQuint Semiconductor (Nasdaq: TQNT).

Editor Paul McWilliams is best known for spotting big winners 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).  However, in markets like we face today, many readers appreciate his calls to sell even more.

In his special report, "A Guide for the Q2 Earnings Season" that was published July 3rd, McWilliams stated clearly that readers should sell Advanced Micro Devices and OCZ Technology.  On July 9th, AMD announced it would report Q2 revenue 14% below its original forecast.  The price of AMD has since dropped over 15%.  The story from OCZ was even worse.  After disappointing Wall Street for the second quarter in a row, its stock price has dropped nearly 30% during just the last three days.

In his "Guide for the Q2 Earnings Season", 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, full value price ranges and current investment opinions 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:

McWilliams' latest report covers the following topics:

-- RF Micro: What are the three factors that have worked against RF Micro this year?  Does McWilliams expect RF Micro to overcome these factors and report the revenue growth it forecasted for calendar Q2 2012?  Are delays in new product launches by Research in Motion weighing on RF Micro?  Does McWilliams think investors should buy or sell RF Micro ahead of its earnings report that is scheduled for July 24th?  At what price would McWilliams consider opening a position in RF Micro? What RF semiconductor stocks does McWilliams like at this juncture?

-- Juniper Networks: What is McWilliams' latest view of Juniper heading into its earnings report? What company-specific issues may be weighing on Juniper? Why is Juniper's ability to grow through acquisition limited relative to its competition?  What is McWilliams' estimated fair value range for Juniper and how much upside does it represent?

-- TSMC: With Samsung, Intel and GlobalFoundries' new mega-plant looming like dark clouds on the horizon for TSMC, is it time for investors to take profits or has Wall Street overstated the risks facing TSMC? McWilliams predicted TSMC and Japan-based Renesas would form a tighter partnership weeks ahead of the formal announcement. Why is this a big deal for TSMC and will it provide enough added revenue for TSMC to remain a viable competitor in the Moore's Law race?

-- Ciena:  While Ciena has been frustrating for buy-and-hold investors, it has presented Next Inning readers with many profitable opportunities for swing trades. What is McWilliams' latest call on Ciena?

-- TriQuint:  Why is 2012 a huge transitional year for TriQuint? Are analysts' 2013 estimates for TriQuint woefully low? Is McWilliams expecting TriQuint shares to double in the next twelve months?

Founded in September 2002, Next Inning's model portfolio has returned 242% 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 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