Top Tech Analyst Updates Outlooks on EZchip Semiconductor, Broadcom, Cavium, and Marvell Technology Group
PRINCETON, N.J., March 12, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for EZchip Semiconductor (Nasdaq: EZCH), Broadcom (Nasdaq: BRCM), Cavium (Nasdaq: CAVM), and Marvell Technology Group (Nasdaq: MRVL).
Editor Paul McWilliams spent a decades-long career as a senior executive in the technology industry and has earned a reputation for his skill in communicating complex technology trends to individual investors and professional analysts alike. His reports have won over readers with their ability to unravel the complexities of the industry and, more importantly, identify which companies are likely to be the winners and losers as technology trends change.
Short-sellers have been gorging themselves at the expense of EZchip stockholders since the company lowered its long-term growth outlook last month. While this news brought a number of bears out of hibernation early, the bear that growled before the opening on Monday clearly had no teeth. Trial subscribers will enjoy McWilliams' response to this toothless bear's claims as well as McWilliams' new report covering the Solid State Drive (SSD) market.
McWilliams' forecasts for the SSD market and its supply channel have been spot-on for years. He has correctly forecasted rallies that have yielded gains of 250% and has suggested selling stocks that subsequently fell 80% to 90%. His new report is a must read for tech investors and analysts alike.
Among the stocks where Next Inning was positive ahead of Q4 earnings so far were Cree (up 55% year to date), Marvell (up 47% year to date), Micron (up 47% year to date), PMC Sierra (up 29% year to date) and SanDisk (up 21%); he was bearish on Fusion-IO (down 25% year to date) and Cypress (flat year to date).
To get ahead of the Wall Street curve and receive Next Inning's in depth earnings previews for free, as well as McWilliams' year-end State or Tech report, you are invited to take a free, 21-day, no obligation trial with Next Inning. For full details on this offer, please visit the following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1539
Topics discussed in the latest reports include:
-- Should investors be concerned about bearish commentary circulating about EZchip, or are the authors of these pieces misinformed about EZchip's financials and growth prospects? What does McWilliams view as a realistic price objective for shares of EZchip, and what are the fundamental metrics he uses to project this value?
-- Does a critical analysis of free cash flow (FCF) and balance sheet metrics support the contention shared by short-sellers that EZchip is overstating its real earnings? What does the same analysis reveal about Broadcom, Cavium and Marvell? What is an appropriate value for EZchip's robust balance sheet?
-- Is EZchip making use of overly generous stock-based compensation, a problem that McWilliams frequently highlighted at Broadcom and that Broadcom subsequently rectified? How are EZchip's critics misinterpreting its stock-based compensation practices? Why might Cavium be a better target for such criticism?
-- Are Broadcom and Marvell in direct competition with EZchip, as EZchip's critics have asserted? Or do these critics lack the technical background to properly assess EZchip's positioning in the market? Might EZchip be poised to offer some positive data points at an investor conference later this month?
Founded in September 2002, Next Inning's model portfolio has returned 246% since its inception versus 72% 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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