PRINCETON, N.J., Sept. 7, 2012 /PRNewswire/ -- Next Inning
Technology Research (http://www.nextinning.com), an online
investment newsletter focused on technology stocks, has published
updated outlooks for Microsoft (Nasdaq: MSFT), ARM Holdings
(Nasdaq: ARMH), Cavium (Nasdaq: CAVM), Allot Communications
(Nasdaq: ALLT), and Riverbed Technology (Nasdaq: RVBD).
So far, the roadmap McWilliams laid out for 2012 has been
extremely accurate. In March, just two days before the market
peaked and began its over two-month slide, he warned Next Inning
readers that stock prices were peaking and a correction was headed
our way. Following this, once the markets bottomed, he
predicted we would see prices rally during the July and August
earnings season, and rally they did.
Last week, McWilliams updated his highly acclaimed "Triple
Crown" tech stock portfolio that is specifically designed to
deliver higher dividend yield, a lower price-to-earnings ratio
multiple and higher growth potential than the S&P500.
Since the start of the July earnings season, McWilliams Triple
Crown portfolio has returned nearly 60% more profits than the
S&P 500. This report also includes McWilliams' updated forecast
for the second half of 2012. Trial subscribers will receive
free access to these reports as well as the entire contents of the
Next Inning archives.
McWilliams spent a decades-long career in the technology
industry and has earned a reputation for his skill in 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.
McWilliams thinks his latest reports should be read by all tech
investors and is making them, along with his special report "Triple
Crown Tech Stocks," available free of charge to all who sign up for
a no-obligation free trial to Next Inning Technology Research.
To get ahead of the Wall Street curve and receive Next Inning's
latest reports for free, you are invited to take a free, 21-day, no
obligation trial with Next Inning. For full details on this
offer, please visit the following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1461
McWilliams' recent reports cover the following topics and
more:
-- Microsoft and ARM Holdings: How will new Microsoft tablets
shake up the current notebook and tablet computing landscape? Which
of these devices will be powered by ARM-core processors and which
will have Intel inside? How will the capabilities of these devices
differ? Will this end up being another big win for ARM or
does this mark the start of something big for Intel that will end
up threatening ARM's dominance?
-- Cavium: Last month when the price of Cavium was slightly
higher than the price of EZchip, McWilliams emphatically suggested
selling Cavium and reallocating the risk budget to EZchip.
Since then, the price of EZchip has moved above the price of
Cavium. How does McWilliams view the "quality" of Cavium's
non-GAAP earnings presentation? Is Cavium really making as
much money as its non-GAAP statement shows at the bottom
line? What does McWilliams think about Cavium's new OCTEON
III processor family in comparison to the new EZchip NPS network
processor that handles Layer 2 through 7 at wire-speed?
-- Allot Communications: Yesterday EZchip announced its new
high-speed NPS network processor platform that supports all Layer 2
through Layer 7 functions at wire-speed. This is a game
changer for the router market where EZchip already dominates Layer
2 and 3 processor designs in next-generation platforms like the
Cisco ASR9000. Will the NPS open new market opportunities for
appliance companies like Allot, Procera and Riverbed or disrupt
their business models by making it easier for router companies to
deliver similar services? How might the NPS impact the
firewall business model of F5 Networks? Trial subscribers
will have full access to McWilliams detailed nine-page report
covering these and other topics. The report is a must-read for tech
investors and analysts.
-- MIPS: Where does MIPS fit into the new high-speed network
processor platform that EZchip announced this week? What
processor platform did EZchip choose for its new NPS network
processor? Is it likely the new EZchip processor will enhance
or threaten MIPS' dominance in Layer 4 through 7 network
processing?
Founded in September 2002, Next
Inning's model portfolio has returned 252% since its inception
versus 58% 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