NI Technology Updates Outlooks for Intel, Google, EZchip Semiconductor, Applied Materials, and DragonWave
PRINCETON, N.J., May 13, 2011 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has updated outlooks for Intel (Nasdaq: INTC), Google (Nasdaq: GOOG), EZchip Semiconductor (Nasdaq: EZCH), Applied Materials (Nasdaq: AMAT), and DragonWave (Nasdaq: DRWI).
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 332% since its inception in 2002, and he has been picking more potential big winners for 2011.
Despite predictions from dozens of Wall Street analysts and tech sector research firms, McWilliams was the only one to forecast Intel's earnings report correctly, with estimates that matched the chip giant's Q1 results and Q2 guidance perfectly. Along with McWilliams' Intel forecast and his bullish calls ahead of strong earnings by Apple and Qualcomm, Next Inning subscribers have access to dozens more as McWilliams publishes in depth earnings previews and coverage throughout earnings season. There are still a number of potential tech earnings winners to be covered this quarter.
Trial subscribers will also receive McWilliams' highly acclaimed State of Tech series, offering in-depth, sector-by-sector coverage of over 65 leading tech companies. The full set of State of Tech reports will be published ahead of earnings season, offering specific guidance on which stocks he thinks investors should own and which should be avoided.
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McWilliams covers these topics and more in his recent reports:
-- Given the focus Google is placing on developing a relationship with Intel and the announcement this week of the first generation Chromebook PC, should investors start considering the possibility today that Intel is more likely to take market share from ARM Holdings than it is to lose ground? Is the threat of ARM Holdings being used in place of Intel in Apple MacBooks something we should expect in the near term? How does McWilliams see this war between Intel and ARM playing out during the next year and which stock does he see as the better one to buy today? What do tech investors need to know about the impact of Google's new Chromebooks?
-- Does EZchip stand to gain as video increasingly becomes a substantial percentage of total bandwidth consumption? What do we know about EZchip's roadmap going forward and why is the roadmap so important at this stage of the game?
-- What does the planned acquisition of Varian add to the Applied Materials story? Is Applied Materials the best way for investors to play the semiconductor manufacturing equipment sector? Is it logical that the price of Applied Materials is lagging other major players in the sector?
-- Analysts have rushed to downgrade DragonWave following its recent quarterly report. The reason for these downgrades is mostly due to DragonWave's low guidance for its May ending quarter. Would it be more realistic to view the analysts' expectations as being unreasonably high or DragonWave's guidance as disappointingly low? What in the DragonWave story are these analysts missing?
Founded in September 2002, Next Inning's model portfolio has returned 332% since its inception versus 49% 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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