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Will Microsoft Be an Earnings Winner? Leading Tech Analyst Previews Earnings for Microsoft, Advanced Micro Devices, Cypress Semiconductor, Lattice Semiconductor, and Taiwan Semiconductor Manufacturing


News provided by

Indie Research Advisors, LLC

Apr 17, 2013, 08:42 ET

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PRINCETON, N.J., April 17, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Microsoft (Nasdaq: MSFT), Advanced Micro Devices (NYSE: AMD), Cypress Semiconductor (Nasdaq: CY), Lattice Semiconductor (Nasdaq: LSCC), and Taiwan Semiconductor Manufacturing (NYSE: TSM).

During 2012, Next Inning editor Paul McWilliams predicted both the spring and fall corrections as well as the rally that started in November and carried through the first quarter of 2013.  On the day the November rally started, he advised readers it would lift the NASDAQ by as much at 18% by the end of March 2013.  As we know now, that is exactly what happened. 

To keep Next Inning readers ahead of the curve, Next Inning published McWilliams' highly acclaimed State of Tech report last week.  This report outlines McWilliams' outlook for the second quarter and provides readers with deep insight into 71 of the world's leading tech companies.  McWilliams also shares his opinions as to which of these companies investors should buy and which should be avoided.

Trial subscribers will receive the 167-page report, which includes 35 detailed tables and graphs, for free, no strings attached. This report is a must read for investors and analysts focusing on technology in 2013.

Already in 2013, McWilliams suggested buying several stocks ahead of quarterly earnings reports including Cree (up 63% year to date), Micron (up 56% year to date), Marvell (up 41% year to date), PMC Sierra (up 26% year to date) and SanDisk (up 32% year to date). Stocks he suggested avoiding/selling include Fusion-io (down 36% year to date) and Netlist (down 15% year to date). McWilliams' new State of Tech report outlines which stocks investors will want to own and which they should avoid as the market hits new all-time highs.

To get ahead of the Wall Street curve and receive McWilliams' Q1 2013 State of 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:

https://www.nextinning.com/subscribe/index.php?refer=prn1551

Topics discussed in the latest reports include:

-- Microsoft: Even though seemingly the entire market was aware that soft PC sales numbers were coming, Wall Street waited until last week to downgrade Microsoft. Are the analysts looking at Microsoft the right way? Is McWilliams expecting demand for Microsoft products to pick up notably in the second half of 2013?  What are his thoughts about Windows 8 and what is an easy way for Windows 8 users to get the function of their "start button" back? How does McWilliams think Microsoft can benefit from harmonizing its operating system across the PC, tablet and smartphone platforms?  Why might Microsoft be in an even better position than Apple when it comes to this strategy?

-- AMD: Since McWilliams advised AMD investors to sell in early July when AMD was trading just over $6, AMD shares have fallen dramatically. Are shares now trading at a bargain price, or should investors continue to steer clear? Could AMD make a bold move in 2013 that would drive notable upside for the stock? What options does McWilliams see for AMD in 2013?

-- Cypress:  Has the introduction of Apple's new "Lighting" 9-pin connector posed challenges for Cypress as an Apple supplier? After a tough 2012, is Cypress poised for a strong rebound in 2013?  What strategy does McWilliams think Cypress will attempt to execute this year to rebound? Could Cypress shares hit $15 in the near term or does McWilliams think investors should unload shares of Cypress ahead of its quarterly report?

-- Lattice: What major mistakes did Lattice make in 2012? Are there concerns that Lattice has lost positioning in the telecom market?

-- TSMC: In his "Paradigm Paper" titled "Trends Favor Semiconductor Fabrication Companies," McWilliams strongly encouraged Next Inning readers to buy TSMC in December 2008 when the stock was trading for only $7.50.  Including dividends, the investment has returned over $160%.  With GlobalFoundries, Samsung and Intel presenting increasing competition for TSMC, is it time for investors to take profits ahead of TSMC's earnings report?  Beyond these competitive threats, what fundamental aspect of the TSMC story does McWilliams say poses a risk for investors that Wall Street is ignoring?  Does the data McWilliams presents suggest that TSMC will reduce its dividend payment going forward?

Founded in September 2002, Next Inning's model portfolio has returned 238% since its inception versus 74% 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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