Welcome!

News Feed Item

Will Microsoft Be an Earnings Winner? Leading Tech Analyst Previews Earnings for Microsoft, Advanced Micro Devices, Cypress Semiconductor, Lattice Semiconductor, and Taiwan Semiconductor Manufacturing

PRINCETON, N.J., April 17, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Microsoft (Nasdaq: MSFT), Advanced Micro Devices (NYSE: AMD), Cypress Semiconductor (Nasdaq: CY), Lattice Semiconductor (Nasdaq: LSCC), and Taiwan Semiconductor Manufacturing (NYSE: TSM).

During 2012, Next Inning editor Paul McWilliams predicted both the spring and fall corrections as well as the rally that started in November and carried through the first quarter of 2013.  On the day the November rally started, he advised readers it would lift the NASDAQ by as much at 18% by the end of March 2013.  As we know now, that is exactly what happened. 

To keep Next Inning readers ahead of the curve, Next Inning published McWilliams' highly acclaimed State of Tech report last week.  This report outlines McWilliams' outlook for the second quarter and provides readers with deep insight into 71 of the world's leading tech companies.  McWilliams also shares his opinions as to which of these companies investors should buy and which should be avoided.

Trial subscribers will receive the 167-page report, which includes 35 detailed tables and graphs, for free, no strings attached. This report is a must read for investors and analysts focusing on technology in 2013.

Already in 2013, McWilliams suggested buying several stocks ahead of quarterly earnings reports including Cree (up 63% year to date), Micron (up 56% year to date), Marvell (up 41% year to date), PMC Sierra (up 26% year to date) and SanDisk (up 32% year to date). Stocks he suggested avoiding/selling include Fusion-io (down 36% year to date) and Netlist (down 15% year to date). McWilliams' new State of Tech report outlines which stocks investors will want to own and which they should avoid as the market hits new all-time highs.

To get ahead of the Wall Street curve and receive McWilliams' Q1 2013 State of Tech report, you are invited to take a free, 21-day, no obligation trial with Next Inning.  For full details on this offer, please visit the following link:

https://www.nextinning.com/subscribe/index.php?refer=prn1551

Topics discussed in the latest reports include:

-- Microsoft: Even though seemingly the entire market was aware that soft PC sales numbers were coming, Wall Street waited until last week to downgrade Microsoft. Are the analysts looking at Microsoft the right way? Is McWilliams expecting demand for Microsoft products to pick up notably in the second half of 2013?  What are his thoughts about Windows 8 and what is an easy way for Windows 8 users to get the function of their "start button" back? How does McWilliams think Microsoft can benefit from harmonizing its operating system across the PC, tablet and smartphone platforms?  Why might Microsoft be in an even better position than Apple when it comes to this strategy?

-- AMD: Since McWilliams advised AMD investors to sell in early July when AMD was trading just over $6, AMD shares have fallen dramatically. Are shares now trading at a bargain price, or should investors continue to steer clear? Could AMD make a bold move in 2013 that would drive notable upside for the stock? What options does McWilliams see for AMD in 2013?

-- Cypress:  Has the introduction of Apple's new "Lighting" 9-pin connector posed challenges for Cypress as an Apple supplier? After a tough 2012, is Cypress poised for a strong rebound in 2013?  What strategy does McWilliams think Cypress will attempt to execute this year to rebound? Could Cypress shares hit $15 in the near term or does McWilliams think investors should unload shares of Cypress ahead of its quarterly report?

-- Lattice: What major mistakes did Lattice make in 2012? Are there concerns that Lattice has lost positioning in the telecom market?

-- TSMC: In his "Paradigm Paper" titled "Trends Favor Semiconductor Fabrication Companies," McWilliams strongly encouraged Next Inning readers to buy TSMC in December 2008 when the stock was trading for only $7.50.  Including dividends, the investment has returned over $160%.  With GlobalFoundries, Samsung and Intel presenting increasing competition for TSMC, is it time for investors to take profits ahead of TSMC's earnings report?  Beyond these competitive threats, what fundamental aspect of the TSMC story does McWilliams say poses a risk for investors that Wall Street is ignoring?  Does the data McWilliams presents suggest that TSMC will reduce its dividend payment going forward?

Founded in September 2002, Next Inning's model portfolio has returned 238% since its inception versus 74% 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.

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

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
Aspose.Total for .NET is the most complete package of all file format APIs for .NET as offered by Aspose. It empowers developers to create, edit, render, print and convert between a wide range of popular document formats within any .NET, C#, ASP.NET and VB.NET applications. Aspose compiles all .NET APIs on a daily basis to ensure that it contains the most up to date versions of each of Aspose .NET APIs. If a new .NET API or a new version of existing APIs is released during the subscription peri...
Organizations planning enterprise data center consolidation and modernization projects are faced with a challenging, costly reality. Requirements to deploy modern, cloud-native applications simultaneously with traditional client/server applications are almost impossible to achieve with hardware-centric enterprise infrastructure. Compute and network infrastructure are fast moving down a software-defined path, but storage has been a laggard. Until now.
"My role is working with customers, helping them go through this digital transformation. I spend a lot of time talking to banks, big industries, manufacturers working through how they are integrating and transforming their IT platforms and moving them forward," explained William Morrish, General Manager Product Sales at Interoute, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
To leverage Continuous Delivery, enterprises must consider impacts that span functional silos, as well as applications that touch older, slower moving components. Managing the many dependencies can cause slowdowns. See how to achieve continuous delivery in the enterprise.
You think you know what’s in your data. But do you? Most organizations are now aware of the business intelligence represented by their data. Data science stands to take this to a level you never thought of – literally. The techniques of data science, when used with the capabilities of Big Data technologies, can make connections you had not yet imagined, helping you discover new insights and ask new questions of your data. In his session at @ThingsExpo, Sarbjit Sarkaria, data science team lead ...
SYS-CON Events announced today the Kubernetes and Google Container Engine Workshop, being held November 3, 2016, in conjunction with @DevOpsSummit at 19th Cloud Expo at the Santa Clara Convention Center in Santa Clara, CA. This workshop led by Sebastian Scheele introduces participants to Kubernetes and Google Container Engine (GKE). Through a combination of instructor-led presentations, demonstrations, and hands-on labs, students learn the key concepts and practices for deploying and maintainin...
Extracting business value from Internet of Things (IoT) data doesn’t happen overnight. There are several requirements that must be satisfied, including IoT device enablement, data analysis, real-time detection of complex events and automated orchestration of actions. Unfortunately, too many companies fall short in achieving their business goals by implementing incomplete solutions or not focusing on tangible use cases. In his general session at @ThingsExpo, Dave McCarthy, Director of Products...
Security, data privacy, reliability, and regulatory compliance are critical factors when evaluating whether to move business applications from in-house, client-hosted environments to a cloud platform. Quality assurance plays a vital role in ensuring that the appropriate level of risk assessment, verification, and validation takes place to ensure business continuity during the migration to a new cloud platform.
WebRTC is bringing significant change to the communications landscape that will bridge the worlds of web and telephony, making the Internet the new standard for communications. Cloud9 took the road less traveled and used WebRTC to create a downloadable enterprise-grade communications platform that is changing the communication dynamic in the financial sector. In his session at @ThingsExpo, Leo Papadopoulos, CTO of Cloud9, discussed the importance of WebRTC and how it enables companies to focus...
Security, data privacy, reliability and regulatory compliance are critical factors when evaluating whether to move business applications from in-house client hosted environments to a cloud platform. In her session at 18th Cloud Expo, Vandana Viswanathan, Associate Director at Cognizant, In this session, will provide an orientation to the five stages required to implement a cloud hosted solution validation strategy.
Up until last year, enterprises that were looking into cloud services usually undertook a long-term pilot with one of the large cloud providers, running test and dev workloads in the cloud. With cloud’s transition to mainstream adoption in 2015, and with enterprises migrating more and more workloads into the cloud and in between public and private environments, the single-provider approach must be revisited. In his session at 18th Cloud Expo, Yoav Mor, multi-cloud solution evangelist at Cloudy...
UpGuard has become a member of the Center for Internet Security (CIS), and will continue to help businesses expand visibility into their cyber risk by providing hardening benchmarks to all customers. By incorporating these benchmarks, UpGuard's CSTAR solution builds on its lead in providing the most complete assessment of both internal and external cyber risk. CIS benchmarks are a widely accepted set of hardening guidelines that have been publicly available for years. Numerous solutions exist t...
A critical component of any IoT project is what to do with all the data being generated. This data needs to be captured, processed, structured, and stored in a way to facilitate different kinds of queries. Traditional data warehouse and analytical systems are mature technologies that can be used to handle certain kinds of queries, but they are not always well suited to many problems, particularly when there is a need for real-time insights.
Verizon Communications Inc. (NYSE, Nasdaq: VZ) and Yahoo! Inc. (Nasdaq: YHOO) have entered into a definitive agreement under which Verizon will acquire Yahoo's operating business for approximately $4.83 billion in cash, subject to customary closing adjustments. Yahoo informs, connects and entertains a global audience of more than 1 billion monthly active users** -- including 600 million monthly active mobile users*** through its search, communications and digital content products. Yahoo also co...
"Software-defined storage is a big problem in this industry because so many people have different definitions as they see fit to use it," stated Peter McCallum, VP of Datacenter Solutions at FalconStor Software, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.