Leading Tech Analyst Previews Earnings for Fusion-io, Lam Research, Qualcomm, TriQuint Semiconductor, and Xilinx
PRINCETON, N.J., April 24, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Fusion-io (NYSE: FIO), Lam Research (Nasdaq: LRCX), Qualcomm (Nasdaq: QCOM), TriQuint Semiconductor (Nasdaq: TQNT), and Xilinx (Nasdaq: XLNX).
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 is now publishing McWilliams' highly acclaimed earnings previews. These reports outline McWilliams' outlook for the second quarter and provide readers with deep insight into 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 also receive McWilliams' 167-page State of Tech 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 including Cree (up 57% year to date), Micron (up 48% year to date), Marvell (up 34% year to date), PMC Sierra (up 18% year to date) and SanDisk (up 20% year to date). Stocks he suggested avoiding/selling include Fusion-io (down 37% year to date), Netlist (down 20% year to date), Fairchild (down 18% year to date) and Cypress (down 11% year to date). McWilliams' new earnings previews outline which stocks investors will want to own and which they should avoid.
To get ahead of the Wall Street curve and receive McWilliams' Q1 2013 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:
https://www.nextinning.com/subscribe/index.php?refer=prn1556
Topics discussed in the latest reports include:
-- Fusion-io: When Fusion-io was hyped by Wall Street in the fall of 2011, McWilliams pulled no punches in advising Next Inning readers it was time to sell, and has consistently maintained a negative view of the stock ever since. Since his original call to sell Fusion-io the price of its stock has dropped more than 60%. McWilliams wrote years ago that solid state drives (SSDs) would be broadly adopted in both the enterprise and PC markets and even helped Next Inning readers earn huge returns on STEC when it was the early mover in the sector. However, he turned a cold shoulder to STEC as its price peaked and did the same to Fusion-io when it was hitting all-time highs. What did McWilliams see that everyone else was missing? Does McWilliams believe now is the time to buy Fusion-io or should investors steer clear? Where does McWilliams think investors who want to participate in the hot SSD industry should consider allocating funds?
-- Lam Research: Is Lam Research now a more attractive investment than rival Applied Materials? Does McWilliams expect the demand environment for semiconductor manufacturing equipment to improve during the balance of 2013 and beyond into 2014? Is Lam poised to drive operating synergies via its recent merger with Novellus? What two companies in the semiconductor equipment sector does McWilliams think investors should consider pairing as an investment?
-- Qualcomm: After years of cycle-trading Qualcomm, McWilliams advised Next Inning readers in 2010 when Qualcomm dipped into the $30s that it was time to buy shares with the intent to hold them for the long-run. Does McWilliams expect Qualcomm to continue to dominate the high-end smartphone market in 2013? Does Intel pose a viable threat? Can Qualcomm develop a meaningful position in the entry level smartphone market against competitors like MedidTek? Might a resurgent Blackberry and Nokia provide a big boost for Qualcomm this year? What new competitive dynamics does McWilliams see developing for Qualcomm this year?
-- TriQuint: After facing major challenges in 2012, is TriQuint poised for upside in 2013? Will TriQuint's positioning as an Apple supplier be a positive for the stock in 2013? How well is TriQuint positioned with Samsung and BlackBerry? Is McWilliams expecting a positive earnings report from TriQuint this week? What are his expectations for calendar Q2 2013 guidance? What is McWilliams top-down thesis for the RF semiconductor sector this year?
-- Xilinx: As we prepared to enter 2012, McWilliams forecasted Xilinx would outperform Altera. Because Altera had been the big winner during the last two years, this was a bold forecast that went against the grain of Wall Street forecasts. However, McWilliams was right – Xilinx was the winner hands down in all categories. For the full year of 2012, the price of Xilinx went up 14.3% while the price of Altera went down 6.3%. Wall Street is now projecting Xilinx to grow earnings much faster than Altera again in 2013. Does McWilliams continue to view Xilinx as a more attractive investment than its rival Altera? What key trends in the programmable logic sector are important to Xilinx and Altera investors and how does McWilliams see these trends shaping up for 2013?
Founded in September 2002, Next Inning's model portfolio has returned 229% since its inception versus 71% 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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