NI Technology Updates Outlooks for Dell, Hewlett-Packard, NetLogic Microsystems, Benchmark Electronics and Celestica
PRINCETON, N.J., June 28, 2011 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has updated outlooks for Dell (Nasdaq: DELL), Hewlett-Packard (NYSE: HPQ), NetLogic Microsystems (Nasdaq: NETL), Benchmark Electronics (NYSE: BHE), and Celestica (NYSE: CLS).
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 303% since its inception in 2002, 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. Immediately following the tragic earthquake in Japan, Next Inning published several special weekend updates predicting it would negatively impact global economic activity in the near-term, that supply shortages would emerge in Q2 and that electricity rationing would complicate Japan's recovery. All of these predictions have now materialized and, as a result, tech stock prices have declined.
McWilliams believes the recent decline in tech stock prices presents opportunities for gains as we move into the July earnings season. To help Next Inning readers make better informed decisions as to what stocks to consider buying now, Next Inning has begun publishing its highly acclaimed State of Tech series, offering in-depth, sector-by-sector coverage of over 65 leading tech companies.
In addition to the State of Tech series, trial subscribers will also receive real-time trade alerts, daily updates, and McWilliams' in depth earnings previews.
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=prn1236
McWilliams covers these topics and more in his recent reports:
-- McWilliams suggested buying Dell last fall when the price fell to nearly $12. The price of Dell has since moved up over 30%, and that means it's time for investors to reassess the investment. The big question here is whether or not it's time to take profits or hold for a higher price. To answer that, McWilliams evaluates Dell's progress against enterprise ecosystem rivals, HP, IBM and Oracle. In addition to this, he also providers readers a complete and detailed assessment of Dell's value and what he sees as realistic price targets.
-- McWilliams suggested selling Hewlett-Packard last fall at $43.50 and, a month or so later, using the money to buy shares of Oracle when it was trading in the low $20s. What strategically important acquisition does HP need to make to compete with firms like Oracle that are aggressively pursuing "ecosystem" business models? What is McWilliams' fair value range for HP and how much upside does it represent from current prices? Does McWilliams view Oracle and Dell as better opportunities in the world of enterprise ecosystem companies?
-- Should NetLogic investors be concerned that firm is losing market share to Cavium or is there room for both to succeed? Can investors expect NetLogic to begin ramping revenue growth later this year? What factors are working for and what factors are working against NetLogic and Cavium? Where does EZchip fit into this equation?
-- Should investors be more aware of the risks facing Benchmark than they have been in the past? Which stock in the contract manufacturing sector would McWilliams recommend pairing with Benchmark?
-- Is Wall Street valuing Celestica at a bargain price? What factors make Celestica a more speculative play? Does Celestica merit consideration as an investment with strong potential upside?
Founded in September 2002, Next Inning's model portfolio has returned 303% since its inception versus 41% 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
SOURCE Indie Research Advisors, LLC
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