NI Technology Updates Outlooks for Marvell Technology Group, EMC, NetApp, Intel, and Advanced Micro Devices
PRINCETON, N.J., Nov. 30, 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 Marvell Technology Group (Nasdaq: MRVL), EMC (NYSE: EMC), NetApp (Nasdaq: NTAP), Intel (Nasdaq: INTC), and Advanced Micro Devices (NYSE: AMD).
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.
After careful research, Next Inning has published a special report outlining what McWilliams expects will be the impact from shortages of hard-disk drives. In this report, he examines how companies in the hard-disk drive, solid-state disk drive, NAND Flash, PC, microprocessor and other semiconductor sectors will be affected. For tech investors, this is a must-read report.
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:
https://www.nextinning.com/subscribe/index.php?refer=prn1319
McWilliams covers these topics and more in his recent reports:
-- Wall Street is speculating heavily that solid-state drive (SSD) technology will be the big winner during the prolonged shortage of hard-disk drives (HDD). Is this the correct way to view this situation? What companies does McWilliams think will benefit most if this trend materializes? Why does he think Marvell is the hidden jewel in this equation and what other unnoticed event does he think might result in an upside for Marvell during its January-ending quarter?
-- Given the fact that HDDs will be in short supply through at least the first half of 2012, does McWilliams think it's best to simply avoid mass storage suppliers like EMC? What strategies does McWilliams think EMC will leverage to minimize the impact of the shortage? Does McWilliams think companies like NetApp will be able to leverage similar strategies or will the shortage likely impact them more severely?
-- McWilliams suggested selling NetApp early this year when its price was nearing $60. With the stock now trading in the mid-$30s, is it time to jump back in?
-- How will the HDD shortage negatively impact Intel and AMD? Which of the two companies is likely to experience a worse impact and why? Will HDD companies be able to bring capacity back on line quickly enough to keep pace with the demand generated during the second half by the release of Windows 8?
-- What does McWilliams think about AMD's new memory strategy? Does he see risks associated with the play or think it's a bright and pure upside strategy? How might it impact AMD's gross margins? What does McWilliams think Intel might do differently in the DRAM market and when does he think that strategy will become visible?
Founded in September 2002, Next Inning's model portfolio has returned 241% since its inception versus 32% 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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