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Next Inning Technology Announces Investment Opinion: Previews Earnings for Altera, Cavium Networks, Intersil, Cypress Semiconductor, and NetLogic Microsystems
Business Wire, April 16, 2008
PRINCETON, N.J. -- Next Inning Technology Research (http://www.nextinning.com), a subscription service focused on semiconductor and technology stocks, announced it has previewed earnings for Altera (Nasdaq: ALTR), Cavium Networks (Nasdaq: CAVM), Intersil (Nasdaq: ISIL), Cypress Semiconductor (NYSE: CY), and NetLogic Microsystems (Nasdaq: NETL).
In his State of Tech report, Editor Paul McWilliams covers roughly 70 companies that, in total, report annual revenues in excess of $700B. The quarterly Next Inning State of Tech has been praised by many professional investors as one of the best tools available for investors hoping to cash in during earnings season. New subscribers have the chance to leverage these detailed reports during a 21-day no-risk free trial membership: https://www.nextinning.com/subscribe/index.php?refer=bw657
In his State of Tech report, McWilliams wrote: "Intersil has produced fairly disappointing results in the communications space during the last couple of years. Some of this performance has been due to volatile demand patterns that tend to produce inventory bubbles, but competition has also been a noticeable factor. However, I think we're going to see some improvements going forward. One of the very few markets that has remained hot this year is..."
McWilliams also looks at these topics:
-- Is McWilliams expecting to hear good news from Altera's upcoming earnings report? Should investors consider the stock at current prices?
-- McWilliams advised subscribers that he was going to pass on buying Cavium when it was trading for just over $20 in January and instead to look for opportunities to accumulate NetLogic on weakness. Now that Cavium is 15% lower is he reconsidering this decision?
-- What is the main risk facing NetLogic? Is the stock set to benefit from broader trends?
-- How should investors evaluate the arbitrage between Cypress and SunPower heading into Cypress' earnings report?
-- How might strength in other segments - including communications and industrial - offset potential weakness for Intersil in the consumer segment?
Founded in September 2002, Next Inning's model portfolio has returned 218% since its inception versus 81% for the Nasdaq.
About Next Inning:
Next Inning is a subscription financial newsletter focused on technology stocks. Editor Paul McWilliams is a 20 -year 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.
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