PRINCETON, N.J., Jan. 24, 2012 /PRNewswire/ --Next Inning Technology Research (http://www.nextinning.com), announces the release of its earnings previews and its 2012 outlooks for Apple (Nasdaq: AAPL), Advanced Micro Devices (NYSE: AMD), Altera (Nasdaq: ALTR), Fusion-IO (NYSE: FIO), and Cypress Semiconductor (Nasdaq: CY).
Next Inning readers leverage the insight you can only get from an industry insider. Next Inning editor Paul McWilliams was a tech industry executive for more than two decades. Not only does he know how things work from the inside and how to spot a winning business model, he also has a long and successful record of picking winning stocks.
The Ecosystem State of Tech report, which was published this morning, is the seventh in a series of reports that analyzes various tech sectors from the ground up. This report covers some of the largest OEM tech companies in the world. In its 15 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.
Next Inning has already published its State of Tech Reports on broadband and smartphone semiconductor companies, digital semiconductor companies, electronic manufacturing services (EMS) companies, analog and mixed-signal semiconductor companies, original equipment manufacturers (OEM), as well as a special in-depth report focused on Intel and its competitors.
Next Inning trial subscribers now have a rare opportunity to gain access to these valuable reports filled with actionable ideas on over five dozen stocks, via a free, no-strings-attached, trial subscription.
To take advantage of this offer and receive these reports for free, please visit the following link:
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Trial subscribers will also receive McWilliams' regular commentary and real-time trade alerts in his Next Inning model portfolio, up 18% year to date.
McWilliams covers these topics and more in his recent reports:
-- McWilliams has been spot on with his analysis of Apple since the release of the iPod. In January 2009 when Apple was trading for under $100, he pointed to how accounting policies were masking Apple's earnings a full nine months before it became a topic on Wall Street. In his updated Apple earnings preview, he addresses important topics including what Apple is likely to do with its over $80 billion in cash, who Apple might partner with for semiconductor manufacturing and, of course, how he sees Apple's ecosystem of products and services evolving. In addition to these factors, he breaks down the financial complexities into easy to understand terms and provides detail as to how he arrived at his updated price target range for 2012.
-- Ahead of Fusion-IO's November earnings report, McWilliams noted that the stock was trading above what could be supported by fundamental data but that Wall Street's love affair with the stock would likely push shares higher following what he expected to be a strong report. After the report, shares surged above $40 before retreating to the $20s. Does McWilliams expect a similar pattern following Fusion-IO's report today? Is Fusion-IO the next VMware, as some on Wall Street suggest? Does McWilliams see Fusion-IO on a path to long-term growth?
-- How is China important to the AMD story? What has AMD done to give it better branding power in China than it has in Western countries? How does McWilliams expect AMD's new CEO to leverage this power? How much upside does McWilliams' estimated fair value range for AMD represent from current prices, and what exit strategy would he recommend for current investors?
-- In what ways has Wall Street totally missed the programmable logic paradigm and underestimated the growth potential of sector leaders Altera and Xilinx? Does McWilliams continue to believe investors should consider one or both of these stocks as core strategic investments? Which of the two does McWilliams favor? Does McWilliams view Altera and Xilinx as good strategic investments? Does McWilliams think investors should also consider adding shares of number three player, Lattice?
-- Has Cypress returned to a leading position in touch screen controller technology after falling behind Atmel in 2010? What is the "red flag" that investors in Cypress need to be aware of? What is McWilliams' fair value range for the stock and how much upside does it represent? If we leveled the fundamental playing field with Atmel, how would Cypress' earnings stack up?
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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.
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
