NI Technology Updates Outlooks for PMC-Sierra

Next Inning Technology Research (, 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).

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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?

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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.