NI Technology Research Issues Pre-Earnings Predictions for Texas Instruments, VMware, EMC, ARM Holdings, and Altera
PRINCETON, N.J., Oct. 21, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Texas Instruments (Nasdaq: TXN), VMware (NYSE: VMW), EMC (NYSE: EMC), ARM Holdings (Nasdaq: ARMH), and Altera (Nasdaq: ALTR).
Financial writer Steve Halpern, who has covered the newsletter industry for nearly three decades, stated without caveat that the Next Inning State of Tech report is "the most ambitious project" he's ever seen in the advisory world. Next Inning is proud to announce it has just released its Q3 2013 State of Tech report.
State of Tech is designed to help tech investors establish and manage strategies as well as capitalize on profit opportunities during the upcoming earnings season. This highly acclaimed report covers 71 technology stocks and dives deep into a number of exciting, emerging tech trends.
Next Inning editor Paul McWilliams provides clear and actionable calls and defines what he views as a "full value" price range for over 71 leading tech stocks. Some readers have said it's like getting next month's news today. Trial subscribers will receive the 212-page report, which includes over 40 detailed tables and graphs, for free, no strings attached. This report is a must read for investors and analysts focusing on technology right now.
Over the past decade, well over a thousand Wall Street analysts, money managers and institutional investors have joined thousands of savvy private investors in gaining key tech industry insights and intelligence from industry veteran and celebrated investor Paul McWilliams in his role as editor of Next Inning Technology Research.
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.
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Topics discussed in McWilliams' recent reports include:
-- Texas Instruments: TI has repositioned itself as an embedded processor solutions company. In what ways does this new direction put TI in the center of a new growth paradigm centered on the emergence of what is known as the "Internet of Things?" What two factors are driving this new paradigm? Why is it important to understand what is driving TI's strong free cash flow that is notably exceeding its reported earnings? What data leads McWilliams to write that free cash flow is a better way to view TI's earnings power than its reported profit? What else can we gather from the free cash flow data that suggests we'll see TI's earnings move higher than analysts appear to expect in 2014 and beyond? At what price would McWilliams add shares of TI?
-- EMC and VMware: Why does McWilliams say it's important for investors to view EMC's value from both a traditional valuation perspective as well as a deconstructed valuation perspective? What does McWilliams think about the new EMC/VMWare joint venture, Pivotal Initiative? At their current prices, does McWilliams think investors should buy EMC or VMWare? What does McWilliams think about VMW competitor, Citrix? Which stock does he think is poised to outperform going forward?
-- ARM Holdings: When ARM rocketed to record highs earlier this year McWilliams boldly suggested it was time to short the stock. He held tight to that opinion until the day after the stock bottomed at $34.75, and then wrote before the open on June 26th that it was time to buy cover. With ARM now nearing its previous high does he think it's time to go short again or that that ARM is destined to go higher? While the press isolates on the competitive threat ARM poses towards Intel, are there valid reasons to also consider the growing threat Intel poses to ARM in the mobile markets?
-- Altera: As we prepared to enter 2012, McWilliams forecasted Xilinx would outperform Altera for the next two years. Because Altera had been the big winner during 2010 and 2011, this was a bold prediction 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%, and this year Xilinx is beating Altera by nearly a 3 to 1 ratio. 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 heading into 2014?
Founded in September 2002, Next Inning's model portfolio has returned 318% since its inception versus 92% 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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