Welcome!

News Feed Item

Next Inning Technology Research Issues Earnings Previews for Cree, SanDisk, Advanced Micro Devices, Texas Instruments and Xilinx

PRINCETON, N.J., Jan. 21, 2014 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Cree (Nasdaq: CREE), SanDisk (Nasdaq: SNDK), Advanced Micro Devices (NYSE: AMD), Texas Instruments (Nasdaq: TXN) and Xilinx (Nasdaq: XLNX).

Financial writer Steve Halpern, who has covered the newsletter industry for nearly three decades, has called the Next Inning State of Tech report "the most ambitious project" he's ever seen in the investment world. Next Inning Editor Paul McWilliams just published his new installment on January 6th.  

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.  Some readers have said it's like getting next month's news today.  Trial subscribers will receive the 212-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 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.

To get ahead of the Wall Street curve and receive Next Inning's Q4 2013 State of Tech report, you are invited to take a free, 21-day, no obligation trial with Next Inning, by visiting the following link:

https://www.nextinning.com/subscribe/index.php?refer=prn1668

Topics discussed in McWilliams' recent reports include:

-- Cree: In 2012 when Cree was trudging through the low to mid-$20s, McWilliams encouraged Next Inning readers to build a position in the stock.  The bullish thesis was simple: Cree would be a big winner in the LED lighting market, and with higher revenue, profit margins would increase.  While Cree has traded with high volatility this year, investors that took McWilliams advice have seen huge gains. With Cree trading well off its mid-$70 high today, is it time to accumulate shares ahead of its calendar Q4 report?  What are the four elements of McWilliams investment thesis for Cree going forward?

-- SanDisk: In July 2012, when SanDisk was trading at $36.48, McWilliams told investors that SanDisk was deeply undervalued and he set a $70 price target.  SanDisk hit McWilliams' $70 target last October, but until just recently, was unable to break through resistance.  Does the recent move towards the mid-$70s signal there is more to come?  What is different about the demand elasticity for NAND Flash memory when compared to DRAM and why is this difference an important fact for memory investors to consider today?  What is the ultimate potential demand for NAND Flash, and what has McWilliams set as an estimated full value price range for the stock, under the right conditions?

-- AMD: McWilliams suggested buying AMD in late 2012 when the stock slipped below $2.  With the stock up now more than 100%, is it time for investors to take profits or does he think the company will continue to build traction with its new strategies in 2014?  What is McWilliams forecast for AMD's earnings in 2014, and what price target does he think the stock will hit if he's right? 

-- Texas Instruments: In line with the prediction McWilliams made five years ago, TI exited the mobile markets and has repositioned itself as an embedded processor solutions company. In what ways does this new direction put TI in the center of the new growth paradigm known as the "Internet of Things" or IoT? What two factors are driving this new paradigm, and why does McWilliams think TI is perfectly positioned to be a leader in the market? What data leads McWilliams to forecast that TI's depreciation costs will continue to plunge and with that, boost earnings above the consensus expectation?

-- Xilinx: As we prepared to enter 2012, McWilliams forecasted Xilinx would outperform Altera for the next two years.  Because Altera had been the big winner during 2010 and 2011, this was a bold prediction that went against the grain of Wall Street forecasts.  However, McWilliams was right – Xilinx was the winner hands down in all categories. For 2012 and 2013, the price of Xilinx went up 48.9% while the price of Altera went down 10.1%. Does McWilliams continue to view Xilinx as a more attractive investment than its rival Altera? What key trends in the programmable logic sector are important to Xilinx and Altera investors and how does McWilliams see these trends shaping up in 2014?

Founded in September 2002, Next Inning's model portfolio has returned 320% since its inception versus 103% 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
The vision of a connected smart home is becoming reality with the application of integrated wireless technologies in devices and appliances. The use of standardized and TCP/IP networked wireless technologies in line-powered and battery operated sensors and controls has led to the adoption of radios in the 2.4GHz band, including Wi-Fi, BT/BLE and 802.15.4 applied ZigBee and Thread. This is driving the need for robust wireless coexistence for multiple radios to ensure throughput performance and th...
The Internet of Things can drive efficiency for airlines and airports. In their session at @ThingsExpo, Shyam Varan Nath, Principal Architect with GE, and Sudip Majumder, senior director of development at Oracle, will discuss the technical details of the connected airline baggage and related social media solutions. These IoT applications will enhance travelers' journey experience and drive efficiency for the airlines and the airports. The session will include a working demo and a technical d...
SYS-CON Events announced today the Enterprise IoT Bootcamp, being held November 1-2, 2016, in conjunction with 19th Cloud Expo | @ThingsExpo at the Santa Clara Convention Center in Santa Clara, CA. Combined with real-world scenarios and use cases, the Enterprise IoT Bootcamp is not just based on presentations but with hands-on demos and detailed walkthroughs. We will introduce you to a variety of real world use cases prototyped using Arduino, Raspberry Pi, BeagleBone, Spark, and Intel Edison. Y...
Fact is, enterprises have significant legacy voice infrastructure that’s costly to replace with pure IP solutions. How can we bring this analog infrastructure into our shiny new cloud applications? There are proven methods to bind both legacy voice applications and traditional PSTN audio into cloud-based applications and services at a carrier scale. Some of the most successful implementations leverage WebRTC, WebSockets, SIP and other open source technologies. In his session at @ThingsExpo, Da...
Data is an unusual currency; it is not restricted by the same transactional limitations as money or people. In fact, the more that you leverage your data across multiple business use cases, the more valuable it becomes to the organization. And the same can be said about the organization’s analytics. In his session at 19th Cloud Expo, Bill Schmarzo, CTO for the Big Data Practice at EMC, will introduce a methodology for capturing, enriching and sharing data (and analytics) across the organizati...
If you’re responsible for an application that depends on the data or functionality of various IoT endpoints – either sensors or devices – your brand reputation depends on the security, reliability, and compliance of its many integrated parts. If your application fails to deliver the expected business results, your customers and partners won't care if that failure stems from the code you developed or from a component that you integrated. What can you do to ensure that the endpoints work as expect...
Traditional on-premises data centers have long been the domain of modern data platforms like Apache Hadoop, meaning companies who build their business on public cloud were challenged to run Big Data processing and analytics at scale. But recent advancements in Hadoop performance, security, and most importantly cloud-native integrations, are giving organizations the ability to truly gain value from all their data. In his session at 19th Cloud Expo, David Tishgart, Director of Product Marketing ...
While DevOps promises a better and tighter integration among an organization’s development and operation teams and transforms an application life cycle into a continual deployment, Chef and Azure together provides a speedy, cost-effective and highly scalable vehicle for realizing the business values of this transformation. In his session at @DevOpsSummit at 19th Cloud Expo, Yung Chou, a Technology Evangelist at Microsoft, will present a unique opportunity to witness how Chef and Azure work tog...
Information technology is an industry that has always experienced change, and the dramatic change sweeping across the industry today could not be truthfully described as the first time we've seen such widespread change impacting customer investments. However, the rate of the change, and the potential outcomes from today's digital transformation has the distinct potential to separate the industry into two camps: Organizations that see the change coming, embrace it, and successful leverage it; and...
I'm a lonely sensor. I spend all day telling the world how I'm feeling, but none of the other sensors seem to care. I want to be connected. I want to build relationships with other sensors to be more useful for my human. I want my human to understand that when my friends next door are too hot for a while, I'll soon be flaming. And when all my friends go outside without me, I may be left behind. Don't just log my data; use the relationship graph. In his session at @ThingsExpo, Ryan Boyd, Engi...
SYS-CON Events announced today that China Unicom will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. China United Network Communications Group Co. Ltd ("China Unicom") was officially established in 2009 on the basis of the merger of former China Netcom and former China Unicom. China Unicom mainly operates a full range of telecommunications services including mobile broadband (GSM, WCDMA, LTE F...
Enterprise IT has been in the era of Hybrid Cloud for some time now. But it seems most conversations about Hybrid are focused on integrating AWS, Microsoft Azure, or Google ECM into existing on-premises systems. Where is all the Private Cloud? What do technology providers need to do to make their offerings more compelling? How should enterprise IT executives and buyers define their focus, needs, and roadmap, and communicate that clearly to the providers?
The Transparent Cloud-computing Consortium (abbreviation: T-Cloud Consortium) will conduct research activities into changes in the computing model as a result of collaboration between "device" and "cloud" and the creation of new value and markets through organic data processing High speed and high quality networks, and dramatic improvements in computer processing capabilities, have greatly changed the nature of applications and made the storing and processing of data on the network commonplace.
SYS-CON Events announced today that SoftLayer, an IBM Company, has been named “Gold Sponsor” of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2016, at the Javits Center in New York, New York. SoftLayer, an IBM Company, provides cloud infrastructure as a service from a growing number of data centers and network points of presence around the world. SoftLayer’s customers range from Web startups to global enterprises.
Digital innovation is the next big wave of business transformation based on digital technologies of which IoT and Big Data are key components, For example: Business boundary innovation is a challenge to excavate third-party business value using IoT and BigData, like Nest Business structure innovation may propose re-building business structure from scratch, as Uber does in the taxicab industry The social model innovation is also a big challenge to the new social architecture with the design fr...