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Next Inning Technology Announces Investment Opinion: Publishes State of Tech Report, Updates Outlooks for Cypress Semiconductor, SunPower, Micron, Qimonda, and Infineon
Business Wire, Jan 4, 2008
PRINCETON, N.J. -- Next Inning Technology Research (http://www.nextinning.com), a subscription service focused on semiconductor and technology stocks, announced it has published its State of Tech Report updating outlooks for Cypress Semiconductor (NYSE: CY), SunPower (Nasdaq: SPWR), Micron (NYSE: MU), Qimonda (NYSE: QI), and Infineon (NYSE: IFX).
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=bw607
In his State of Tech Report, McWilliams wrote: "By and large, even though Cypress' core businesses are doing better than ever and I think the company is set with a operating model that will have legs going forward, Cypress' current valuation is more based on its majority ownership of SunPower than it is on anything else. As I've noted in past reports, due to the arbitrage position of Cypress in this equation, I've suggested that investors interested in SunPower..."
McWilliams also looks at these topics:
-- Because Cypress owns a majority stake in SunPower, could investors interested in SunPower improve their balance of risk and potential reward by purchasing shares of Cypress as a proxy?
-- Is Wall Street's valuation of Cypress' core business irrationally low?
-- Micron has now fallen 50% from where McWilliams told subscribers to sell in July. Is it time for investors to reconsider this beaten down stock?
-- Is the outlook for DRAM prices looking favorable for Qimonda and Micron?
-- After a tough second half of 2007, are Infineon's prospects now improving?
With more than 70% of Lattice's market capitalization represented in net tangible assets and the stock now trading 45% below where McWilliams advised investors to sell it last year, is Lattice a worthy candidate for a long-term investment?
Founded in September 2002, Next Inning's model portfolio has returned 293% since its inception versus 101% 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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