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Next Inning Technology Announces Investment Opinion: Previews Earnings for Atmel, JDS Uniphase, O2Micro International, Applied Micro Circuits, and Sun Microsystems
Business Wire, April 30, 2008
PRINCETON, N.J. -- Next Inning Technology Research (http://www.nextinning.com), a subscription service focused on semiconductor and technology stocks, announced it has previews earnings for Atmel (Nasdaq: ATML), JDS Uniphase (Nasdaq: JDSU), O2Micro International (Nasdaq: OIIM), Applied Micro Circuits (Nasdaq: AMCC), and Sun Microsystems (Nasdaq: JAVA).
This has been a very profitable earnings season for Next Inning readers. Just this week editor Paul McWilliams suggested that his readers consider buying Flextronics, Microchip and NetLogic ahead of their earnings reports. Investors interested in what he has to say about the tech companies reporting today are invited to take advantage of our 21-day free trial offer:
https://www.nextinning.com/subscribe/index.php?refer=bw666
In his earnings preview, McWilliams wrote: "Readers of our April 2008 State of Tech report for Intel saw a fairly extensive dialog pop up about Sun Microsystems in a place where it may not have been expected. However, when I look at the bigger story about how we compute, I think Sun again has the potential to again play a more broadly important role than it has since crashing back to earth early this decade..."
McWilliams also looks at these topics:
-- What are the major controversies surrounding Sun right now and how might the company emerge to play a major role in the next paradigm shift in the computing world?
-- Since McWilliams suggested selling Applied Micro Circuits in early 2004, the value of the company's balance sheet has dropped by over $500 million and the price of the company's stock has declined by over 70%. After roughly four years of berating the company, does McWilliams think there is reason to give the stock consideration ahead of its earnings report?
-- Is Atmel on McWilliams' short list of stocks to consider right now? Does he expect the stock to outperform its peers in the event of a market turnaround?
-- McWilliams flipped to a bullish stance on JDS Uniphase in February when the stock was trading in the mid $12s. With the stock now $2 higher does he think investors should continue to add shares?
-- Does McWilliams think that an upside surprise in O2Micro's Q1 results and Q2 guidance are more likely than a disappointment?
Founded in September 2002, Next Inning's model portfolio has returned 226% since its inception versus 87% 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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