Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Alcatel-Lucent (NYSE: ALU), International Rectifier (NYSE: IRF), JDS Uniphase (Nasdaq: JDSU), Microchip Technology (Nasdaq: MCHP), Skyworks Solutions (Nasdaq: SWKS) and Intersil (Nasdaq: ISIL).
Financial writer Steve Halpern, who has covered the newsletter industry for nearly three decades, stated without caveat that the Next Inning State of Tech report is “the most ambitious project” he’s ever seen in the advisory world. Next Inning is proud to announce it has just released its Q3 2013 State of Tech report.
State of Tech is designed to help tech investors establish and manage strategies as well as capitalize on profit opportunities during the upcoming earnings season. This highly acclaimed report covers 71 technology stocks and dives deep into a number of exciting, emerging tech trends.
Next Inning editor Paul McWilliams provides clear and actionable calls and defines what he views as a “full value” price range for over 71 leading tech stocks. Some readers have said it’s like getting next month’s news today. Trial subscribers will receive the 212-page report, which includes over 40 detailed tables and graphs, for free, no strings attached. This report is a must read for investors and analysts focusing on technology right now.
Over the past decade, well over a thousand Wall Street analysts, money managers and institutional investors have joined thousands of savvy private investors in gaining key tech industry insights and intelligence from industry veteran and celebrated investor Paul McWilliams in his role as editor of Next Inning Technology Research.
McWilliams spent a decades-long career 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.
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Also included in McWilliams’ earnings previews this week:
— Alcatel-Lucent: With Alcatel-Lucent shares up sharply since McWilliams suggested buying earlier this year at $1.33, should investors consider taking profits? Has the stock now moved into overbought territory?
— International Rectifier: Have the issues negatively impacting International Rectifier during the past couple of years been company-specific, market-specific or a combination of both? Ahead of IR’s last earnings report, McWilliams warned that any upside was already built into the price of IR ahead of its earnings announcement. As we saw, Following IR’s report, the stock price edged up modestly, but then fell back to trade below where it was before IR’s report. What is he expecting for IR shares when it reports earnings this week? What is his outlook and price objective for IR going forward?
— JDS Uniphase: McWilliams encouraged Next Inning readers to take profits in JDS Uniphase earlier this year when the stock moved into the mid-$15s and suggested that investors move the funds into Finisar. This call has obviously worked out very well, but leads some to ask why JDS Uniphase has under-performed Finisar so far in the second half and whether or not the trend will continue. The short story here that most investors don’t understand is that there are material differences in the two companies’ business models. What are those differences? In the areas where the business models overlap, is Finisar taking market share? What is a reasonable way to value the two stocks, and with that, which does McWilliams think has the most upside potential today?
— Microchip: McWilliams says, “No company has leveraged the embedded processor market better than Microchip.” What does this mean for investors? Could closer ties between Taiwan Semiconductor Manufacturing and Renesas, and Texas Instruments’ intense focus on embedded processor markets be disruptive to Microchip’s business model? What other changes have occurred recently in the embedded processor sector that could present new competitive challenges for Microchip? Does McWilliams think growth in the aggregate demand for embedded processing and the strength in the new housing market will be effective offsets for the higher level of competition? What is McWilliams outlook for Microchip in the automotive sector?
— Skyworks: Is Skyworks poised to outperform the broader technology sector in upcoming quarters? Has Skyworks’ once troubled acquisition of Advanced Analog turned out much better than expected? What has changed this year in the RF semiconductor market and why is it important for investors to understand this change? What strategy does McWilliams think is the best way for tech investors to cover the RF semiconductor sector?
— Intersil: When Intersil was trading in the $7s, McWilliams boldly predicted there was only one thing Intersil needed to do that would boost the stock price by 50%. What action did Intersil take this year that was totally within its power that led to the sharp increase in its stock price? Does McWilliams believe Intersil is poised to extend its turnaround? What does CEO Necip Sayiner bring to the table? Now that Intersil shares are above $10.00, as McWilliams predicted could be the case roughly a year ago, does he see shares heading even higher in the near term?
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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.