NI Technology Updates Outlooks for Micron, Mellanox Technologies, Sequans Communications, and Alcatel-Lucent
PRINCETON, N.J., Dec. 16, 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 Micron (Nasdaq: MU), Mellanox Technologies (Nasdaq: MLNX), Sequans Communications (NYSE: SQNS), and Alcatel-Lucent (NYSE: ALU).
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 published a special report last month outlining the rolling impact from shortages of hard-disk drives. A number of the predictions McWilliams shared in this report were confirmed by Intel when it lowered its guidance. In this report, McWilliams examines how companies in the hard-disk drive (HDD), solid-state disk drive (SSD), 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.
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McWilliams covers these topics and more in his recent reports:
-- McWilliams has consistently advised readers to avoid Micron this year. However, trends that weighed on the industry in 2011 might improve in 2012. Will DRAM manufacturers finally get a break as new smartphone models double their DRAM content? Should investors consider buying shares of Micron to take advantage of this trend? At what price would McWilliams consider adding share of Micron?
-- McWilliams suggested buying Mellanox last year when the price dipped briefly into the teens and reiterated the call when the stock traded in the low $20s. Will the shortages of hard disk drives negatively impact Mellanox in Q1? Is Mellanox a likely takeover target for a bigger tech firm like Oracle? What is McWilliams' estimated fair value range for Mellanox and how much upside does it represent from current levels?
-- McWilliams first wrote about Sequans after the close on June 1. This was shortly after the company's IPO and when it was the darling of the day for CNBC's Jim Cramer. The bottom line then was that Sequans was trading far above a realistic valuation, was grossly misunderstood and, to at least some degree, was over-stating its position. Sequans opened on June 2 at $17.62 and has since dropped more than 88% to $2.39. With Sequans now sharply lower from where McWilliams advised Next Inning subscribers to avoid the stock, is it time now to jump in at a bargain price? Is Sequans well positioned in a market with growth potential?
-- Alcatel-Lucent now seems to be priced for a breakup -- or even lower, according to some analysts -- so is it now time to consider owning the stock? What is Alcatel-Lucent doing to alter its business model? Does McWilliams think the company will be successful? What market factors negatively impacted Alcatel-Lucent this year? Will those factors improve in 2012? Might Alcatel-Lucent's competitive positioning improve thanks to the ongoing economic turmoil in Europe?
Founded in September 2002, Next Inning's model portfolio has returned 241% since its inception versus 34% 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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