NI Technology Updates Outlooks for Blue Coat Systems, Cisco Systems, FalconStor Software, F5 Networks and Isilon Systems

PRINCETON, N.J., Nov. 22, 2010 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for Blue Coat Systems (Nasdaq: BCSI), Cisco Systems (Nasdaq: CSCO), FalconStor Software (Nasdaq: FALC), F5 Networks (Nasdaq: FFIV) and Isilon Systems (Nasdaq: ISLN).

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 and actionable alerts.  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=prn1121  

In a special June 2009 report, McWilliams provided Next Inning readers with a list of six companies he predicted would be acquisition targets. So far, four of those six have been acquired.  The most recent, Isilon, provided investors with a return greater than 725%.

In a special report that was published this morning, McWilliams reviews these predictions, provides an updated list of companies that could become acquisition targets in the future and explains in detail why large companies like Hewlett-Packard and EMC are willing to pay what appear to be eye-popping premiums for the companies they are acquiring:

-- McWilliams suggested buying Isilon in June 2009 when the stock was trading for only $4.10.  Last week EMC announced it would make a tender offer for Isilon shares at $33.85.  Why is EMC offering such a monstrous premium for Isilon.  Is this a good deal for EMC and a fair price for Isilon shareholders?  What might Isilon be worth if it were run as a stand-alone business?

-- McWilliams advised readers to sell FalconStor last January at $3.30 when the company warned its Q4 2009 results would be reported far below its original expectations.  FalconStor has since announced the "resignation" of its CEO amid accusations he made improper payments to a FalconStor customer. Might the weakness in FalconStor shares, which currently trade in the $2s, make it an easy acquisition for Hewlett-Packard?

-- Why might Cisco be interested in acquiring either F5 Networks or Blue Coat systems?  How much could Cisco rationalize paying for these companies and why could a substantial premium over a rational stand-alone value be justified?  Which company does McWilliams think would be a better solution for Cisco's weak performance in the security market?

-- What other companies does McWilliams see as good acquisition targets? What upside premiums does he think these companies could merit if they become acquisition targets?

Founded in September 2002, Next Inning's model portfolio has returned 305% since its inception versus 32% 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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