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Next Inning Technology Announces Investment Opinion, Publishes State of Tech Report and Updates Outlooks for Apple, Intel, ARM Holdings, Advanced Micro Devices, and Texas Instruments
Business Wire, June 27, 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 Apple (Nasdaq: AAPL), Intel (Nasdaq: INTC), ARM Holdings (Nasdaq: ARMH), Advanced Micro Devices (NYSE: AMD), and Texas Instruments (NYSE: TXN).
Related Results
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=bw688
In his State of Tech report covering Intel and the emerging MID (Mobile Internet Device) markets, McWilliams wrote: " The two most interesting aspects of the new MID markets are that we don't know what defines a MID and, due at least partly to this, we don't know if using an x86 architecture will prove to have advantages over competitive approaches using a processor core from ARM Holdings; a design approach commonly used in smart phones that already perform many of the targeted MID functions..."
McWilliams also looks at these topics:
-- What will determine the definition of a MID? Does McWilliams think Intel's Atom processor, which was specifically designed to address the MID markets, will have inherent advantages over competitors using multi-processor cores from ARM Holdings?
-- In his "Sticking to Strategy" report that was published May 19th, McWilliams warned readers the market would soon dip and stated in no uncertain words that it was time for subscribers who bought Intel with him last January to take some profits. At the time the report was published, Intel was trading for just under $25. Now that the stock has dropped below $22, does he believe it's time to buy again?
-- What does McWilliams view as the one critical thing that will determine the winners and the losers in the MID markets? Why does McWilliams think Texas Instruments is well positioned to address the MID markets? What other semiconductor company does McWilliams think has a good solution for the MID markets?
-- What does McWilliams think Apple has up its sleeve to address the MID markets more completely than it can with its current iPhone design? What does McWilliams think Apple has done better than any other company during the last quarter century that it can leverage to its benefit in the MID market?
-- Does McWilliams believe Advanced Micro Devices will enter the MID market with a single chip solution that integrates graphics and an x86 processor? Does he see this as a smart move for AMD?
-- In addition to the market for MID's, what other new microprocessor market does McWilliams think is set to emerge during the next couple years?
Founded in September 2002, Next Inning's model portfolio has returned 234% since its inception versus 78% 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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