Next Inning Technology Announces Investment Opinion, Updates Outlooks for SanDisk, PMC-Sierra, Entropic Communications, Blue Coat Systems, and VMWare

Business Wire, July 9, 2008

PRINCETON, N.J. -- Next Inning Technology Research (http://www.nextinning.com), a subscription service focused on semiconductor and technology stocks, announced it has updated outlooks for SanDisk (Nasdaq: SNDK), PMC-Sierra (Nasdaq: PMCS), Entropic Communications (Nasdaq: ENTR), Blue Coat Systems (Nasdaq: BCSI), and VMWare (NYSE: VMW).

In a series of reports released in March, Editor Paul McWilliams advised readers it was time to buy specific tech stocks. All of his selections went up significantly with some nearly doubling. Realizing the highs we were seeing in mid-May were unlikely to hold, McWilliams released a special report as the markets were peaking that month suggesting to his readers it was time to take some profits or at least hedge long positions with covered calls. Now that prices have declined, sharply in some cases, the big question on investors' minds is whether it's time to jump back in. In a series of special reports coving roughly 70 of the most dynamic tech companies in the world, McWilliams presents both the data and his opinions on which stocks to buy and which to avoid. Click the link below to read his updated thoughts and enjoy a 21-day free trial of Next Inning:

https://www.nextinning.com/subscribe/index.php?refer=bw694

In response to a subscriber's question, McWilliams wrote: "I think the change in VMWare's guidance, in and of itself, had a minimal impact on the stock in comparison to it being a wakeup call to the relatively high valuation the stock was still holding and the concern stirred by the news of a CEO change. While the new CEO certainly has sterling credentials, which is likely exactly what VMWare needs at this stage versus entrepreneurial leadership, a change of this nature, particularly when coupled with even a modest lowering of expectations, creates uncertainty..."

McWilliams also looks at these topics:

-- McWilliams is well known for his bearish view of memory manufacturers. However, in his special State of Tech report he advised readers that there are reasons to think differently about SanDisk at this juncture. What does he see that he thinks Wall Street is missing?

-- Is PMC-Sierra threatened by Broadcom's moves into the GPON market? Does McWilliams believe Wall Street has overreacted and there is reason to buy at PMC-Sierra at its currently depressed price? How does he think Entropic will be impacted by Broadcom's new GPON product that includes a MOCA interface?

-- Is a risk-averse Wall Street overly discounting Blue Coat and ignoring the track record of Blue Coat's management?

-- Has VMWare's plunge opened up a buying opportunity for investors? Are there other players in the virtualization space McWilliams think investors should consider ahead of VMWare?

Founded in September 2002, Next Inning's model portfolio has returned 224% since its inception versus 77% 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.