NI Technology Previews Earnings Reports for Opnext, Atmel, UMC and EZchip; Gives Updated Outlook for Fusion-io
PRINCETON, N.J., Feb. 7, 2012 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published in-depth earnings previews for Opnext (Nasdaq: OPXT), Atmel (Nasdaq: ATML) United Microelectronics (NYSE: UMC) and EZchip Semiconductor (Nasdaq: EZCH) as well as gives an updated outlook for Fusion-io (NYSE: FIO).
Next Inning readers leverage the insight you can only get from an industry insider. Next Inning editor Paul McWilliams was a tech industry executive for more than two decades. Not only does he know how things work from the inside and how to spot a winning business model, he also has a long and successful record of picking winning stocks. Year-to-date in 2012 these picks have driven a 24% gain for the Next Inning Model Portfolio. Since its inception in 2002, the model portfolio is up over 300%.
Next Inning trial subscribers now have a rare opportunity to gain access to McWilliams valuable insights including his expectations for companies scheduled to report earnings this week. In total, his earnings preview report provides commentary and outlooks for 13 leading tech companies. In addition to these, trial subscribers will also receive daily commentary covering headline events in the tech sector and McWilliams insight into how to leverage them for profit.
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McWilliams covers these topics and more in his recent reports:
-- McWilliams warned Next Inning readers to avoid Opnext shortly after its
IPO in 2007 when the stock was trading for nearly $20. Even though the
price of Opnext had fallen all the way to $3.75, he reiterated that
warning in February 2011. McWilliams contention, which has proven to be
true, was that Opnext would not be able to scale its business to sustain
the 15% operating profit margin it had set for a goal. Since his first
call, the price of Opnext has fallen a staggering 95%. With Opnext now
trading just above one dollar and below its book value, does McWilliams
think it's time to buy for a bounce or are there other fiber optics
companies he think are better investments?
-- In mid-2010 when Atmel was trading below $5, McWilliams predicted its
traction in the touch screen market would get Wall Street's attention
and push the stock up to double-digits. Wall Street subsequently fell
in love with Atmel and by early 2011 pushed the price to the mid-teens
and McWilliams suggested it was time to book some profits or at least
hedge with a covered call strategy. Since then the price of Atmel has
fallen back into single digits. As McWilliams warned, it appears
Cypress has taken some market share from Atmel. Does McWilliams see
this as game-over for Atmel or are there other aspects of the story Wall
Street is ignoring? For all the details on this you'll want to read
McWilliams highly acclaimed State of Tech coverage.
-- Last October McWilliams advised Next Inning readers that UMC merited
speculation when the stock was hovering just above $2. However, as
McWilliams explained in detail, UMC is in a very challenging position
today as its larger rivals push ahead to fully leverage Moore's Law.
What does McWilliams see on the road ahead for UMC? Does he think the
company is positioned for a buyout or that it should go it alone? Does
he think it's now time to book profits ahead of its quarterly release or
let the investment ride?
-- McWilliams selected tiny EZchip Semiconductor as his top pick for 2010
and maintained that it would perform well in 2011. In 2010 EZchip
rocketed up over 130% and, in spite of the fact most semiconductor
stocks were losers in 2011, EZchip still advanced slightly. What does
McWilliams see in store for this strategic supplier to Cisco? Does he
still view EZchip as a "strategic investment" with long-term potential
or does he think it's now time for investors to take some profits? To
say the least, the EZchip story is intriguing - trial subscribers will
get all the details in McWilliams State of Tech coverage.
-- What we're seeing today in the NAND Flash and solid state drive markets
is very well aligned with the predictions McWilliams first made in 2004.
While it's clear the market is on the verge of exploding, what's not so
clear is which companies are poised to win. Last November when Barron's
said Fusion-io was one of its top picks for 2012, McWilliams warned Next
Inning readers to avoid the stock. It was trading for over $40 then and
has since dropped to the mid-$20s. What does McWilliams think about the
recent comments made by Fusion-io's CEO on CNBC? Does he think
Fusion-io will in fact grow its revenue and, if it does, will it be able
to maintain its profit margin? What other companies in the NAND Flash
and Solid State Drive market does McWilliams think investors should
consider before buying Fusion-io?
Founded in September 2002, Next Inning's model portfolio has returned over 300% since its inception versus 45% for the S&P 500.
About Next Inning:
Next Inning is a subscription-based investment newsletter that provides regular coverage on more than 150 technology and semiconductor stocks. Subscribers receive intra-day analysis, commentary and recommendations, as well as access to monthly semiconductor sales analysis, regular Special Reports, and the Next Inning model portfolio. Editor Paul McWilliams is a 30+ year semiconductor 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.
CONTACT: Marcia Martin, Next Inning Technology Research, 1-888-278-5515
SOURCE Indie Research Advisors, LLC