NI Technology Previews Earnings for ARM Holdings, Texas Instruments, STMicroelectronics, Broadcom, and Tellabs
PRINCETON, N.J., Oct. 24, 2011 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for ARM Holdings (Nasdaq: ARMH), Texas Instruments (NYSE: TXN), STMicroelectronics (NYSE: STM), Broadcom (Nasdaq: BRCM), and Tellabs (Nasdaq: TLAB).
Next Inning editor Paul McWilliams has leveraged a decades-long career as a semiconductor industry insider to deliver in-depth insights and winning stock selections for his newsletter subscribers. McWilliams' Next Inning model portfolio has posted huge gains, returning 256% since its inception in 2002, nearly seven times the return for the S&P 500 during that period, and he has been picking more potential big winners for 2011.
McWilliams has been right on target this year with his predictions on the direction of the market. From the spring sell-off to the June rebound to the slump in July and massive selloff that followed, McWilliams has kept Next Inning readers one step ahead of the market.
An example of a recent call for Next Inning trial subscribers: For the ninth straight quarter, McWilliams was within a rounding error with his forecast of Intel's quarterly results, while Wall Street missed again by a mile. Not only have McWilliams' numbers been spot on, in his quarterly State of Tech series he has described in great detail exactly what has driven Intel's Wall Street-beating success and why he thinks the trend will continue.
Trial subscribers will receive McWilliams' earnings previews and his 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 real-time trade alerts, are available for free to trial subscribers.
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McWilliams covers these topics and more in his recent reports:
-- Does ARM's share price adequately reflect the broader risks of a continued downturn that are priced into most other semiconductor company stocks? Is it correct to view ARM only as a monstrous growth story, or is it better viewed as a broad market proxy for the entire semiconductor sector? Is Wall Street right in its apparent assumption that ARM is poised to take market share in areas today dominated by Intel, or might Intel be better positioned to take net market share from ARM?
-- Did Texas Instruments overpay for National Semi? What does Texas Instruments gain from the acquisition? How much will the acquisition contribute to TI's bottom line in 2012? How will it affect the TI balance sheet? Should investors consider adding to TI positions, or should they steer clear until there's more visibility on how this merger will play out?
-- Is STMicro's performance being weighed on by Nokia's recent struggles? Did STMicro make a good move by unloading Numonyx to Micron and by joining forces with NXP Semiconductors and Ericsson in the handset space? What is McWilliams' estimated fair value range for STMicro, and how much upside does it represent from current levels?
-- Are Broadcom's primary weaknesses in the process of being resolved with the help of its planned acquisition of NetLogic? Why do Broadcom investors need to pay close attention to the company's stock-based compensation program?
-- Carrying a strong balance sheet and with the potential for the backhaul market to show strength in the first half of next year, is Tellabs poised for a strong rebound? What does McWilliams think about Tellabs' new 9200 router?
Founded in September 2002, Next Inning's model portfolio has returned 256% since its inception versus 36% 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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