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
Large scale deployments present unique planning challenges, system commissioning hurdles between IT and OT and demand careful system hand-off orchestration. In his session at @ThingsExpo, Jeff Smith, Senior Director and a founding member of Incenergy, will discuss some of the key tactics to ensure delivery success based on his experience of the last two years deploying Industrial IoT systems across four continents.
With the proliferation of both SQL and NoSQL databases, organizations can now target specific fit-for-purpose database tools for their different application needs regarding scalability, ease of use, ACID support, etc. Platform as a Service offerings make this even easier now, enabling developers to roll out their own database infrastructure in minutes with minimal management overhead. However, this same amount of flexibility also comes with the challenges of picking the right tool, on the right ...
With over 720 million Internet users and 40–50% CAGR, the Chinese Cloud Computing market has been booming. When talking about cloud computing, what are the Chinese users of cloud thinking about? What is the most powerful force that can push them to make the buying decision? How to tap into them? In his session at 18th Cloud Expo, Yu Hao, CEO and co-founder of SpeedyCloud, answered these questions and discussed the results of SpeedyCloud’s survey.
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.
DevOps at Cloud Expo – being held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA – announces that its Call for Papers is open. Born out of proven success in agile development, cloud computing, and process automation, DevOps is a macro trend you cannot afford to miss. From showcase success stories from early adopters and web-scale businesses, DevOps is expanding to organizations of all sizes, including the world's largest enterprises – and delivering real results. Am...
"This week we're really focusing on scalability, asset preservation and how do you back up to the cloud and in the cloud with object storage, which is really a new way of attacking dealing with your file, your blocked data, where you put it and how you access it," stated Jeff Greenwald, Senior Director of Market Development at HGST, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
The Internet of Things will challenge the status quo of how IT and development organizations operate. Or will it? Certainly the fog layer of IoT requires special insights about data ontology, security and transactional integrity. But the developmental challenges are the same: People, Process and Platform. In his session at @ThingsExpo, Craig Sproule, CEO of Metavine, demonstrated how to move beyond today's coding paradigm and shared the must-have mindsets for removing complexity from the develo...
The 19th International Cloud Expo has announced that its Call for Papers is open. Cloud Expo, to be held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, brings together Cloud Computing, Big Data, Internet of Things, DevOps, Digital Transformation, Microservices and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportuni...
“We're a global managed hosting provider. Our core customer set is a U.S.-based customer that is looking to go global,” explained Adam Rogers, Managing Director at ANEXIA, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Predictive analytics tools monitor, report, and troubleshoot in order to make proactive decisions about the health, performance, and utilization of storage. Most enterprises combine cloud and on-premise storage, resulting in blended environments of physical, virtual, cloud, and other platforms, which justifies more sophisticated storage analytics. In his session at 18th Cloud Expo, Peter McCallum, Vice President of Datacenter Solutions at FalconStor, discussed using predictive analytics to mon...
Basho Technologies has announced the latest release of Basho Riak TS, version 1.3. Riak TS is an enterprise-grade NoSQL database optimized for Internet of Things (IoT). The open source version enables developers to download the software for free and use it in production as well as make contributions to the code and develop applications around Riak TS. Enhancements to Riak TS make it quick, easy and cost-effective to spin up an instance to test new ideas and build IoT applications. In addition to...
IoT is rapidly changing the way enterprises are using data to improve business decision-making. In order to derive business value, organizations must unlock insights from the data gathered and then act on these. In their session at @ThingsExpo, Eric Hoffman, Vice President at EastBanc Technologies, and Peter Shashkin, Head of Development Department at EastBanc Technologies, discussed how one organization leveraged IoT, cloud technology and data analysis to improve customer experiences and effi...
Internet of @ThingsExpo, taking place November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with the 19th International Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world and ThingsExpo Silicon Valley Call for Papers is now open.
SYS-CON Events announced today that Isomorphic Software will exhibit at DevOps Summit at 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Isomorphic Software provides the SmartClient HTML5/AJAX platform, the most advanced technology for building rich, cutting-edge enterprise web applications for desktop and mobile. SmartClient combines the productivity and performance of traditional desktop software with the simp...
"We've discovered that after shows 80% if leads that people get, 80% of the conversations end up on the show floor, meaning people forget about it, people forget who they talk to, people forget that there are actual business opportunities to be had here so we try to help out and keep the conversations going," explained Jeff Mesnik, Founder and President of ContentMX, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.