Leading Tech Analyst Updates Outlooks for Cisco Systems, MIPS Technologies, DragonWave, Marvell Technology and Cavium

PRINCETON, N.J., Aug. 22, 2012 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has published updated outlooks for Cisco Systems (Nasdaq: CSCO), MIPS Technologies (Nasdaq: MIPS), DragonWave (Nasdaq: DRWI), Marvell Technology (Nasdaq: MRVL), and Cavium (Nasdaq: CAVM).

So far, the roadmap McWilliams laid out for 2012 has been extremely accurate.  In March, just two days before the market peaked and began its over two-month slide, he warned Next Inning readers that stock prices were peaking and a correction was headed our way.  Following this, once the markets bottomed, he predicted we would see prices rally during the July and August earnings season, and rally they did. 

With tech earnings season winding down with the final big reports from Dell and HP, Next Inning readers are anxiously awaiting McWilliams' next Strategy Review in which he'll reevaluate his outlook for the balance of the second half and into early 2013. 

During the next two weeks, McWilliams will also update his highly acclaimed "Triple Crown" tech stock portfolio that is designed specifically to deliver high dividend yield, a value-based approach and high growth potential.  Trial subscribers will receive free access to these reports as well as the entire contents of the Next Inning archives.

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 latest reports should be read by all tech investors and is making them, 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=prn1454

McWilliams' recent reports cover the following topics and more:

-- Cisco: McWilliams was quick to advise Next Inning readers that Wall Street was wrong when it pushed Cisco's price under $15 in July and that it should be viewed as a buying opportunity.  Following this, in his quarterly earnings preview, he boldly predicted Cisco would top the earnings consensus for the July-ending quarter and reiterated his opinion that Cisco was trading well below what he views as a full value price.  With the price of Cisco now up more than 28% from its recent low, does McWilliams think investors should hang on for more upside or that it is time to take profits?  What does McWilliams see driving Cisco going forward and what tiny semiconductor company is an integral part of Cisco's core strategy?  Is Cisco included in McWilliams' "Triple Crown" tech stock portfolio that is designed to deliver dividend yield, value and growth?

-- Cavium: In December 2008, McWilliams suggested buying NetLogic at its then current price of $15.  Following this, he predicted Broadcom would buy either NetLogic or Cavium.  Two months later, Broadcom announced it would buy NetLogic for $50 per share in cash.  The price of Cavium initially surged in sympathy, but then dipped to the mid-$20s where McWilliams suggested NetLogic stockholders swap shares in NetLogic for Cavium shares at what was then a ratio of 1.8 to 1.  In total, this strategy has yielded a 300% return.  However, according to McWilliams, it's time to go for more and to do that, he thinks investors should swap out Cavium shares for stock in another semiconductor company he thinks offers superior value and growth potential. What semiconductor company does McWilliams say it's now time to buy with the profits from the Cavium trade and what potential upside does he think this trade might yield? 

-- MIPS: Is Wall Street right to grumble about MIPS' decision to discontinue earnings guidance, or are analysts focused on the wrong thing? How does McWilliams expect MIPS' strategy to monetize its portfolio to play out?  If we use the Broadcom license deal as a model, what does it imply about MIPS' potential stock price?  Is there still room to speculate in MIPS being acquired?

-- DragonWave: What can DragonWave investors learn about the latest round of FCC licenses? Does this data suggest new revenue for DragonWave? Have DragonWave share been notably oversold?

-- Marvell: Ahead of Marvell's earnings report, McWilliams warned that there was a risk to Marvell living up to consensus estimates. However, even with his inherent caution, he was still blindsided by the magnitude of Marvell's miss and its clumsy management of the investor conference call.  With the July ending quarter now in the rearview mirror, what's next for Marvell?  You can find McWilliams' initial evaluation in the quarterly Marvell review, and a follow-up will be published next week.

Founded in September 2002, Next Inning's model portfolio has returned 237% since its inception versus 56% 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

WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?

440k+
Newsrooms &
Influencers

9k+
Digital Media
Outlets

270k+
Journalists
Opted In

GET STARTED