Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for Fusion-IO (NYSE: FIO), Broadcom (Nasdaq: BRCM), EZchip Semiconductor (Nasdaq: EZCH), ON Semiconductor (Nasdaq: ONNN), and Microchip Technology (Nasdaq: MCHP).
Editor Paul McWilliams spent a decades-long career in the technology industry, and has earned a reputation for his skill at communicating complex technology trends to individual investors and professional analysts alike. His reports have won over readers with their ability to unravel the complexities of the industry and, more importantly, identify which companies are likely to be the winners and losers as technology trends change.
Next Inning is now publishing its highly acclaimed earnings previews. These in-depth previews give investors the insights they need to identify tech winners and losers before they issue their quarterly earnings reports. McWilliams’ earnings previews, available free to trial subscribers, will cover dozens of tech companies throughout the earnings season.
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McWilliams covers these topics and more in his latest reports:
– Fusion-IO: Will the weakness in memory prices be a short-term positive for Fusion-IO and related companies? Why should Fusion-IO investors be aware of the long-term trends that have impacted STEC in recent years?
– EZchip Semiconductor and Broadcom: Does Broadcom’s recently announced 100Gbs network processor represent a new threat to EZchip? Was the market right to push EZchip shares lower as the news emerged, or has this dip created a buying opportunity?
– ON Semi: What four factors will likely shield ON Semi from competitive threats from Texas Instruments? Is ON Semi poised to grow profits faster than revenue? Should investors consider adding shares at current levels?
– Microchip: Given Microchip’s earning potential and generous dividend, is the stock being undervalued by Wall Street? How have the competitive dynamics facing Microchip shifted, and how has this changed McWilliams’ view of the company? At what price would McWilliams consider adding shares of Microchip?
Founded in September 2002, Next Inning’s model portfolio has returned 288% since its inception versus 54% 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.