NI Technology Updates Outlooks for ARM Holdings, Texas Instruments, Sanmina-SCI, Celestica, and STMicroelectronics

PRINCETON, N.J., April 23, 2012  /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 (Nasdaq: TXN), Sanmina-SCI (Nasdaq: SANM), Celestica (NYSE: CLS), and STMicroelectronics (NYSE: STM).

Editor Paul McWilliams spent a decades-long career in the technology industry, and has earned a reputation for his skill at 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.

Next Inning is now publishing its highly acclaimed earnings previews. These in-depth previews give investors the insights they need to identify tech winners and losers before they issue their quarterly earnings reports. McWilliams' earnings previews, available free to trial subscribers, will cover dozens of tech companies throughout the earnings season.

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:

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McWilliams covers these topics and more in his latest reports:

-- ARM Holdings:  Does the impending release of Microsoft's Windows 8 open up new opportunities for ARM Holdings to break into Intel's traditional PC markets or will it in fact broaden Intel's reach into the hot tablet sector at the expense of ARM? Should investors look more closely at ARM's cash flow or its reported earnings in valuing the stock?   Heading into its earnings report, are ARM shares overvalued?

-- Texas Instruments:  Following Texas Instruments' announcement that it would buy National Semi for what McWilliams wrote at the time was a substantial premium, McWilliams turned cold on TI. Has he changed his mind now that the acquisition has been completed?  Does McWilliams think the move will play out well for TI in the long run? What is McWilliams' outlook for TI heading into its earnings report this week? Should investors wait for a better opportunity to buy TI later in the year?

-- Sanmina-SCI:  McWilliams was highly critical of Sanmina in early 2011.  In his January 2011 State of Tech report covering the EMS sector, he termed management's comments as "over the top" and suggested selling the stock when it was trading in the mid-teens.  Following this, Sanmina announced the departure of its president and COO. When the price of Sanmina finally bottomed in the fall of 2011, McWilliams suggested it was time to buy again. He since suggested hedging risks by selling covered calls when the price hit $11.45 last month.  Has the price now fallen below his full-value range to where it makes sense to buy cover for the covered calls and accumulate shares? What does McWilliams think about other stocks in the EMS sector today?

-- Celestica:  Is Wall Street valuing Celestica at a bargain price because of its exposure to Research in Motion?  How much exposure to RIM does Celestica actually have?  Does Celestica have a high customer concentration risk beyond RIM?  In March, when Celestica was trading for $9.57, McWilliams advised Next Inning readers to avoid the stock and look for it dip back to the mid-$8s.  With the price now down to McWilliams' range, does he still think it's a good idea to buy shares ahead of earnings?  What factors does McWilliams see in the Celestica equation that makes it a higher-risk investment relative to other EMS companies?  What is McWilliams' estimated fair value target for Celestica, and what stock does he think it should be paired with?

-- STMicro:  Why are issues at Nokia working against STMicro?  Does McWilliams see those problems working out in STMicro's favor later this year?  Did STMicro make a good move by unloading Numonyx to Micron? Is STMicro's hefty dividend in danger of being reduced? What is McWilliams' estimated fair value range for STMicro, and how much upside does it represent from current levels?

Founded in September 2002, Next Inning's model portfolio has returned 288% since its inception versus 52% 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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