NI Technology Updates Outlooks for Blue Coat Systems, Hittite Microwave, Alcatel-Lucent, Intel and ARM Holdings
PRINCETON, N.J., Dec. 9, 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), Hittite Microwave (Nasdaq: HITT), Alcatel-Lucent (NYSE: ALU), Intel (Nasdaq: INTC) and ARM Holdings (NYSE: ARMH).
Editor Paul McWilliams has displayed uncanny accuracy in identifying winners and losers during this challenging and historic period for the markets. McWilliams called the rally that started in March 2009 and provided Next Inning readers with buy recommendations that in some cases returned in excess of 400%. His recommendations for 2010 have played out impressively as well. Year to date, the Next Inning model portfolio has gained 35% versus 10% for the S&P 500.
On August 30th, Next Inning published McWilliams' Fall Strategy Review. In that report he encouraged readers to accumulate shares ahead of what we now know has been a strong fall rally. He also outlined his expectations for the balance of 2010 and named five stocks he thinks will hit new highs before the close of the year. Among those stocks was MIPS, which has since doubled. Investors are invited to read McWilliams' market insights with no obligation during a 21-day risk-free trial.
Trial subscribers will also receive McWilliams early look into 2011 and his 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. There will be a fresh set of the State of Tech reports published ahead of the January earnings season. These reports, as well as McWilliams' regular commentary and detailed fundamental analysis, are available for free to trial subscribers.
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=prn1130
McWilliams covers these topics and more in his recent reports:
-- Why is it difficult to assess the durability of Blue Coat's lead in the deep packet inspection market? How would an acquisition unlock the company's value? Why might a company pay a notable premium to acquire Blue Coat?
-- Hittite is up 35% since McWilliams offered subscribers a valuation analysis of the company in September. Following its strong calendar Q3 earnings report, the stock moved to the high side of the estimated fair value range established by McWilliams. Has McWilliams seen reason to increase his estimated fair value range? What two emerging applications does McWilliams see adding notable new demand for Hittite products? When does he think the first of these will begin to kick in?
-- Should investors consider buying Alcatel-Lucent on the news it won a major contract with Sprint? What structural factors have held Alcatel-Lucent back and are they likely to persist? What does the company need to accomplish before McWilliams would consider it anything more than a speculative investment? Does McWilliams believe Alcatel-Lucent will report notably higher profit margins in 2011?
-- Where do Intel and ARM Holdings fit within the exploding mobile processor market? Is this a winner-takes-all segment, or will Intel and MIPS challenge ARM's dominant position? Is it better for investors to view ARM as a growth machine or more as a broad proxy for the semiconductor industry or, possibly, a little bit of both?
Founded in September 2002, Next Inning's model portfolio has returned 348% 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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