NI Technology Updates Outlooks for Ceragon Networks, Nvidia, Cisco Systems, Veeco Instruments, and Qualcomm
PRINCETON, N.J., Nov. 8, 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 Ceragon Networks (Nasdaq: CRNT), Nvidia (Nasdaq: NVDA), Cisco Systems (Nasdaq: CSCO), Veeco Instruments (Nasdaq: VECO), and Qualcomm (Nasdaq: QCOM).
Next Inning editor Paul McWilliams has leveraged a decades-long career as a semiconductor industry insider to deliver in-depth insights and winning stock selections for his newsletter subscribers. McWilliams' Next Inning model portfolio has posted huge gains over the last few months, returning 20% since September 30th, easily outpacing the 11% return of the S&P 500 during that period, and he has been picking more potential big winners for 2011 and beyond.
McWilliams has been right on target this year with his predictions on the direction of the market. From the spring sell-off to the June rebound to the slump in July and massive selloff that followed, McWilliams has kept Next Inning readers one step ahead of the market.
An example of a recent call for Next Inning trial subscribers: On November 4, McWilliams wrote that Ceragon Networks would be a potential loser in DragonWave's deal to buy the Nokia Siemens microwave business. The next trading day, Ceragon shares dropped by 16%.
Trial subscribers will receive McWilliams' earnings previews and his 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 real-time trade alerts, are available for free to trial subscribers.
To take advantage of this offer and receive these reports for free, please visit the following link:
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McWilliams covers these topics and more in his recent reports:
-- Does McWilliams think wireless service providers will initiate a move to broadband Ethernet backhaul in 2012? Why does he think DragonWave's intent to buy Nokia's microwave backhaul business will put Ceragon at a competitive disadvantage? What other drivers are working in DragonWave's favor? Trial subscribers will get full access to his detailed evaluation of the proposed Nokia acquisition.
-- After his call to sell Nvidia last January when it was trading in the mid-$20s, McWilliams suggested it was time to buy again last August when Nvidia was trading under $12. With the stock now up 23% from there, does he think holding Nvidia through its earnings call this week is the right move or does he think investors should consider taking profits and moving them to other stocks in the mobile computing sector? What other stocks is McWilliams tracking in mobile computing that he thinks investors should consider?
-- Does McWilliams expect Cisco to exceed Wall Street's full-year expectations for fiscal 2012? What is he expecting Cisco will report for its October-ending quarter and forecast for the quarter ending in January 2012? Does McWilliams think Cisco will grow its non-GAAP operating margin in the second half of the fiscal year? What is McWilliams' fair value range for Cisco and how much upside does it represent from current prices?
-- Qualcomm forecasts it will produce double digit growth in Q4 while most semiconductor companies are forecasting high single- to low double-digit revenue declines. With Qualcomm obviously doing very well at the high end of the smartphone market, what companies does McWilliams think are best poised to show strong results at the emerging low end of the smartphone market? Where does Intel fit into this equation and what early January event does McWilliams think will be a positive driver for Intel's stock price?
-- Should Veeco investors be excited about China's plan to ban the import and sale of incandescent light bulbs rated at 100 watts or higher as of October 1, 2012? What other companies could this be good news for?
Founded in September 2002, Next Inning's model portfolio has returned 275% since its inception versus 38% 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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