NI Technology Announces the Publication of its State of Tech report covering the EMS (Electronic Manufacturing Services) Sector

PRINCETON, N.J., Sept. 27 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published quarterly State of Tech Report covering the EMS (Electronic Manufacturing Services) Sector.  Included in this report are updated outlooks for Sanmina-SCI Corp (Nasdaq: SANM), Benchmark Electronics (NYSE: BHE), Celestica (NYSE: CLS), and Flextronics International (Nasdaq: FLEX) as well as our preview of what to expect from Jabil's (NYSE: JBL) quarterly report that is scheduled for release after the close on September 27th.  

Editor Paul McWilliams has displayed uncanny accuracy in identifying winners and losers during this challenging and historic period for the markets. After calling the rally that started in March 2009 to the day and providing Next Inning readers with buy recommendations that in some cases returned in excess of 400%, he advised readers on May 3, 2010 that the markets were heading for a correction.  By the end of the day, the correction started.

In his June 7th Strategy Review, McWilliams advised readers we would see stocks rally in July, but that the rally would be followed by another selloff in August. As we know now, both events materialized as predicted.  On August 30th, Next Inning published McWilliams' Fall Strategy Review that outlines what he expects from the markets during the coming three months and naming five stocks he thinks will hit new highs before the close of the year.  Investors are invited to read McWilliams' market insights with no obligation during a 21-day risk-free trial.

Trial subscribers will receive the Next Inning Fall Strategy Review and highly acclaimed State of Tech reports that offer in-depth, sector-by-sector coverage of over 65 leading tech companies and specific guidance on which stocks he thinks investors should own and which should be avoided.  These reports, as well as McWilliams' regular commentary and detailed earnings previews, are available for free to trial subscribers.

In addition, subscribers will have access to McWilliams' daily commentary, actionable alerts and his special "Paradigm Paper" that outlines his long-term view for the EMS sector.  To take advantage of this offer and receive these reports for free, please visit the following link:  https://www.nextinning.com/subscribe/index.php?refer=prn1096

McWilliams covers these topics and more in his State of Tech report for the EMS sector:

• On August 31st, when Jabil was trading for only $10.25, McWilliams advised Next Inning readers the price was unrealistically low and it was time to buy.  During the four weeks that followed, the price of Jabil has moved up 35%.  Why does McWilliams think the price of Jabil was unrealistically depressed and what does he expect from the company when it reports results for its August ending quarter?  What does he see as a fair valuation for Jabil and how much upside potential does that represent?  

• The price of Sanmina is up an astounding 432% since McWilliams advised Next Inning readers to buy the stock in March 2009.  He reiterated his opinion last December and, since then, Sanmina is the only stock out of the largest EMS sector stocks to post a gain.  What led McWilliams to reverse his bearish stance on Sanmina in March and to restate his bullish view last December?  What does he see for Sanmina going forward and what does he cite as the major risks that investors should monitor?

• Benchmark is down 14% year-to-date.  Is this due to the fact Wall Street is factoring too much risk into the equation or are there valid company-specific issues that have caused Wall Street to shy away from the stock?  Are there reasons to believe Benchmark will reverse the declines the company has seen from its customers in the medical and computing sectors?  Where is Benchmark doing well?  Is Wall Street ignoring the value of Benchmark's balance sheet at its own peril?  What would be a fair price for Benchmark's stock if its balance sheet was given fair recognition?  

• Celestica is up 67% since McWilliams suggested that Next Inning readers consider it as a good speculative investment.  What caused him to change his tune on Celestica?  As opposed to most other companies in the EMS sector, Celestica holds a balance sheet with a positive net cash value.  If Wall Street were to take this into consideration and view Celestica as the company it has become under CEO Craig Muhlhauser's leadership, at what price might its stock trade?

• In November 2008 when the price of Flextronics fell to $1.50, McWilliams advised Next Inning readers that Wall Street was applying unrealistic risks to its leveraged balance sheet and noted that it would be no problem for the company to keep pace with its debt obligations.  Since then the company has paid off all outstanding debt due through 2010 and the stock has advanced roughly 300%.  What does McWilliams see ahead for Flextronics and what does he think the company will need to accomplish to push the stock price into double-digits?

Founded in September 2002, Next Inning's model portfolio has returned 285% since its inception versus 25% for the S&P 500. Year-to-date, the portfolio is up 16% versus only 3% 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.

SOURCE Indie Research Advisors, LLC

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