NI Technology Updates Outlooks for Cisco Systems, Nokia, Alcatel-Lucent, Juniper Networks, and Ciena
PRINCETON, N.J., Oct. 10, 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 Cisco Systems (Nasdaq: CSCO), Nokia (NYSE: NOK), Alcatel-Lucent (NYSE: ALU), Juniper Networks (NYSE: JNPR), and Ciena (Nasdaq: CIEN).
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, returning 237% since its inception in 2002, nearly nine times the return for the S&P 500 during that period, and he has been picking more potential big winners for 2011.
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 August 9th, McWilliams wrote that at its then current price of $11.98, Marvell was "way over-sold," citing balance sheet value and growth potential in the emerging Chinese smartphone market that he predicted would push Marvell's price up significantly once Wall Street caught on. Marvell shares have moved higher by 28% since then.
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McWilliams covers these topics and more in his recent reports:
-- Does McWilliams expect Cisco to exceed Wall Street's full-year expectations? Is the upside potential for Cisco right now far more significant than what is typically seen for a large cap stock? What is Cisco doing right today that it was doing wrong a year ago?
-- With the market pushing Nokia to its lowest price in more than twelve years because of its ties to Europe and its failed smartphone strategy, might investors now look for an opportunity to get into the stock ahead of a big turnaround? Does the stock have the potential to rebound significantly? What has changed at Nokia during the last year that McWilliams sees as positives yet to register on the bottom line?
-- Does the uncertain deployment schedule for next-generation mobile networks make Alcatel-Lucent a speculative play? When does McWilliams expect the deployment to build traction? If it does, will Wall Street revise its earnings estimates for Alcatel-Lucent significantly higher? What are the potential risks that could delay this story from playing out and what other companies are poised to be big winners?
-- Did Juniper make a mistake by moving away from merchant silicon in favor of an ASIC solution in its MX 3D? Is Juniper in a good position to leverage its large stash of cash to acquire companies that will help fuel its growth? Why hasn't Juniper made any significant acquisitions? Did Juniper really lower its operating costs in Q2 or was it just blowing smoke when it made that claim?
-- Will Ciena's strong profit margin leverage enable it to easily top Wall Street's fiscal 2012 estimates if it is able to grow top line revenue? Does McWilliams think investors interested in the optical networking sector should buy Ciena or are there fundamental reasons to believe suppliers like Finisar and JDS Uniphase offer more upside potential with less risk? What fundamental data do investors need to evaluate to make an informed decision?
Founded in September 2002, Next Inning's model portfolio has returned 237% since its inception versus 27% 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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