Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for Ubiquiti Networks (Nasdaq: UBNT), Finisar (Nasdaq: FNSR), JDS Uniphase (Nasdaq: JDSU), Juniper Networks (NYSE: JNPR), and Towerstream (Nasdaq: TWER).
Editor Paul McWilliams spent a decades-long career in the technology industry, and has earned a reputation for his skill at 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.
The Ecosystem State of Tech report, which was published this morning, is one of a series of reports that analyzes various tech sectors from the ground up. This report covers some of the largest tech companies in the world. In its 24 pages, it includes 11 tables providing fundamental data and valuation analysis as well as detailed commentary, forecasts and actionable ideas for the various companies that are making headlines today.
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McWilliams covers these topics and more in his latest reports:
— Next Inning has published a new, in depth report on recent IPO Ubiquiti Networks, which has soared over 110% from its October 2011 IPO price. What sets Ubiquiti apart in the wireless broadband market? Is this differentiation important and durable? What markets does Ubiquiti cover and which companies does their business model currently threaten? Does his in depth valuation analysis suggest further gains for the stock ahead? Does McWilliams expect the expiration of the insider lock-up period to create a buying opportunity as insiders begin selling their shares?
— Six weeks ago, McWilliams wrote that Opnext could be an acquisition target of a larger fiber optics firm? Now that Oclaro has announced it will buy Opnext at a 60% premium to its prior closing price, does McWilliams expect the merger to shake up the fiber optics sector and have an impact on Finisar and JDS Uniphase? Should investors consider buying shares of Oclaro? Does McWilliams view Finisar as the best bet in the fiber optics sector?
— How might Juniper be impacted by news of low capital spending by telecom companies? Does McWilliams expect that Juniper may be losing market share to Cisco?
— Following Towerstream’s post-earnings rally, should investors expect further upside for the stock? What is McWilliams’ latest view of Towerstreams’ underlying business and the potential for a carrier offload deal? What is McWilliams price target for Towerstream if it announces the WiFi offload deal with a major wireless carrier that it stated would happen within “weeks” of its recent conference call?
Founded in September 2002, Next Inning’s model portfolio has returned 311% since its inception versus 56% 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.