Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for PMC-Sierra (Nasdaq: PMCS), QLogic (Nasdaq: QLGC), Applied Micro Circuits (Nasdaq: AMCC), Cavium Semiconductor (Nasdaq: CAVM), and Silicon Laboratories (Nasdaq: SLAB).
Editor Paul McWilliams has displayed uncanny accuracy in identifying winners and losers during this challenging and historic period for the markets. McWilliams called the rally that started in March 2009 and provided Next Inning readers with buy recommendations that in some cases returned in excess of 400%.
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McWilliams covers these topics and more in his recent reports:
— What are the primary risks facing PMC-Sierra right now? Does McWilliams view PMC-Sierra’s recent acquisition of Wintegra as a major positive for investors? Does McWilliams expect good opportunities for buyers of PMC-Sierra to arise in early 2011? What does McWilliams project as an estimated fair value for PMC-Sierra’s stock and does he consider it to potentially be a top performer for 2011?
— What are the primary competitive threats facing QLogic? Does McWilliams expect the company to overcome these threats? Does a detailed balance sheet and earnings analysis suggest QLogic is undervalued at current prices?
— Since flipping to a bullish view on Applied Micro Circuits and suggesting it as a good speculative investment, the price has soared over 140%. What caused McWilliams to flip to a positive view after berating the company for years? Based on an in depth valuation analysis, what is McWilliams’ fair value range for the stock?
— Does recent price action in Cavium suggest investors believe Wall Street analyst estimates for Cavium are off? Should investors wait for a dip before buying Cavium shares or does McWilliams see more upside ahead?
— Does McWilliams expect Silicon Labs to guide for a sequential increase in revenue in Q1? How would Wall Street react to such a development? Is any upcoming good news for Silicon Labs already priced into the stock? Should investors consider trimming or hedging positions here?
Founded in September 2002, Next Inning’s model portfolio has returned 369% since its inception versus 39% 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.