NI Technology Previews Earnings for VMware, EMC, Texas Instruments, Tellabs, and Sanmina-SCI
PRINCETON, N.J., Jan. 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 VMWare (NYSE: VMW), EMC (NYSE: EMC), Texas Instruments (NYSE: TXN), Tellabs (Nasdaq: TLAB), and Sanmina-SCI (Nasdaq: SANM).
Next Inning editor Paul McWilliams was named the winner in both the Forbes and AOL stock picking contests for newsletter writers in 2010. His top pick for 2010 moved up over 132% for the year, and Next Inning free trial subscribers now have access to his top picks for 2011, a total of ten stocks that McWilliams sees as the big winners this year. The Next Inning model portfolio is up 357% since it was started in 2002, about nine times the 41% return for the S&P 500 over the same period. Investors are now turning to McWilliams' in depth commentary to identify the tech sector winners and losers as earnings season foes into full swing.
Steven Halpern, the editor of The Stock Advisors report, which tracks 75 subscription newsletters and publishes the AOL Top Picks Report, had this to say about McWilliams:
"I have followed the financial newsletter industry for 28 years, reading hundreds of financial advisors. Without doubt, Paul McWilliams offers among the most in-depth, highest quality and well-reasoned research available in the marketplace. I've rarely ever seen an advisor who is as knowledgeable -- and accurate -- regarding the sectors and stocks that they follow."
In addition to the top picks for 2011 report, trial subscribers will also learn about McWilliams' exclusive, new "Decade of Connections" investing paradigm. This emerging story is likely to take the tech world by storm in the coming years and generate huge profits for select players in the tech sector. Trial subscribers also gain access to the highly acclaimed State of Tech series, offering 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.
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=prn1150
McWilliams covers these topics and more in his recent reports:
-- Early in 2010, McWilliams used his unique deconstruction technique to model what he termed as EMC's fair value. Using this technique he concluded that EMC should trade for roughly $24. In his State of Tech coverage for the OEM sector, McWilliams has updated his deconstruction model for EMC and VMware. What does he see as EMC's fair value today? Does McWilliams think EMC's new products that are geared for small to medium business applications threaten NetApp's position in that market?
-- Following its spin off and IPO of VMware, EMC has been an aggressive buyer of VMware stock in the open market. How much did EMC spend in 2010 to ensure it maintains its 80%+ ownership position in VMware? Is EMC showing a profit on those purchases? Since EMC owns over 80% of VMware, can investors who want to own a position in VMware accomplish that by owning shares in EMC? How does McWilliams deconstruct this complex value model to arrive at a conclusion to this question? What does McWilliams think about widening the exposure to virtualization by adding Citrix to the mix?
-- What does McWilliams think TI has in mind in the longer term for its new 300mm RFab initiative, the first 300mm fabrication line in the world dedicated to analog semiconductors? What leads McWilliams to term TI as a good strategic investment and what does he view as being a fair price for the company's stock?
-- While Tellabs has increased its profit margins very much in line with McWilliams' predictions, it appears there are some issues that may cause the company to stumble during the first half of 2011. What are these issues and what does McWilliams see as good potential upside drivers for the second half? What is his estimated fair value target for the stock?
-- Sanmina gained an astonishing 651% from McWilliams' positive call on the stock in March 2009, to his call to hedge long positions in March 2010. What has driven the turnaround story at Sanmina? What does McWilliams see as a "fair-value" price for the stock? Is he expecting another run higher for Sanmina shareholders?
Founded in September 2002, Next Inning's model portfolio has returned 357% since its inception versus 41% 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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