Top Tech Analyst Previews Earnings for Broadcom, Juniper Networks, RF Micro Devices, Linear Technology, VMware and EMC

Jul 23, 2013, 08:00 ET from Indie Research Advisors, LLC

PRINCETON, N.J., July 23, 2013 /PRNewswire/ -- Next Inning Technology Research (, an online investment newsletter focused on technology stocks, has issued updated outlooks for Broadcom (Nasdaq: BRCM), Juniper Networks (NYSE: JNPR), RF Micro Devices (Nasdaq: RFMD), Linear Technology (Nasdaq: LLTC), VMware (NYSE: VMW) and EMC (NYSE: EMC).

Over the past decade, well over a thousand Wall Street analysts, money managers and institutional investors have joined thousands of savvy private investors in gaining key tech industry insights and intelligence from industry veteran and celebrated investor Paul McWilliams in his role as editor of Next Inning Technology Research.

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Topics discussed in the latest reports include:

-- Broadcom: During the last several years McWilliams advised Next Inning readers to view Broadcom as a trading stock only. During this period of time, he called every major inflection point for Broadcom with uncanny accuracy.  However, as he carefully explains in his recently released State of Tech report, a number of things have changed for the better in the Broadcom story.  Does McWilliams think the news that Qualcomm won the WiFi socket in the new Samsung Galaxy S4 Mini is a material loss for Broadcom?  What does McWilliams believe has changed for Broadcom and how does he think these changes will impact the price potential for Broadcom's stock this year? Could shares hit $40 before the year is out?

-- Juniper Networks: McWilliams advised Next Inning readers to sell Juniper in 2011 when the stock was trading in the $40s and maintained a bearish view of the stock until it dropped all the way to $16.31 in 2012 and reiterated a buy call in his Q2 2012 State of Tech report when the stock was trading at $17.11.  Following that, he suggested hedging long positions by selling July 2013 $21.00 covered calls at the then current premium of $2.08, and subsequently suggested buying cover for the short call position when it could be done for only $0.08 (a $2.00 profit). What should Juniper investors do ahead of the company's earnings report this week? Is Juniper now facing increasing competition in key markets?

-- RF Micro: How does RF Micro compare to rivals Avago, TriQuint, and Skyworks in terms of its positioning in the RF semiconductor market?  What can investors glean from SkyWorks' earnings report last week to help then predict RF Micro's outlook for calendar Q3?  What are the implications for investors of RF Micro's role as a supplier to Apple? Is RF Micro positioned to expand its profit margins this year and deliver an upside to Wall Street estimates?  What one thing has changed this year in the RF semiconductor market and why is it important for investors to understand this change?  What strategy does McWilliams think is the best way for tech investors to cover the RF semiconductor sector?

-- Linear Technology: Just one day before Linear Tech hit its 52-week low in mid-2012; McWilliams recommended buying the stock at its then current price of $28.75. Has he changed his opinion now that Linear Tech has reached his price objective?  What change at Linear Tech did McWilliams spot months before it was discovered by Wall Street analysts that led him to classify the stock as a good "strategic investment?"

-- EMC and VMware: McWilliams had long called for EMC to institute a dividend and wrote specifically early this year the lack of a dividend was the number one thing holding down the price of EMC. Once EMC announced its new dividend plan the stock moved up roughly 10%.  With EMC now finally paying a dividend, what's next for the stock?  Why does McWilliams say it's important for investors to view EMC's value from both a traditional valuation perspective as well as a deconstructed valuation perspective? What does McWilliams think about the new EMC/VMware joint venture, Pivotal Initiative?  At their current prices, does McWilliams think investors should buy EMC or VMware?  What does McWilliams think about VMware competitor, Citrix?  Does McWilliams think pairing EMC, which provides exposure to VMware, and Citrix is a better way to play the sector than pairing EMC with VMware?

Founded in September 2002, Next Inning's model portfolio has returned 290% since its inception versus 86% 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