PRINCETON, N.J., Oct. 9, 2012 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has published updated outlooks for MIPS Technologies (Nasdaq: MIPS), Oclaro (Nasdaq: OCLR), Cavium (Nasdaq: CAVM), Maxim Integrated Products (Nasdaq: MXIM), and Juniper Networks (Nasdaq: JNPR).
Editor Paul McWilliams' recent reports cover the following topics and more:
-- MIPS: Was Wall Street right to grumble about MIPS' decision to discontinue earnings guidance, or were analysts focused on the wrong thing? How does McWilliams expect MIPS' strategy to monetize its portfolio to play out? If we use the Broadcom license deal as a model, what does it imply about MIPS' potential stock price? Is there still room to speculate in MIPS being acquired?
-- Oclaro: Where does Oclaro fit into the competitive landscape in the fiber optics sector? Should investors assume that Oclaro's lowered near-term outlook spells trouble for other companies in the fiber optics sector or that it is company-specific? What strategies does McWilliams see as valid ways for investors to cover the fiber optics sector? What is McWilliams favorite stock in the fiber optics sector and what stock does McWilliams think investors who want deeper coverage should pair with this stock?
-- Cavium: Does EZchip's new NPS network processor pose a direct competitive threat to Cavium's core business model? Do the underlying fundamentals support Cavium's current price? What does McWilliams think about the way Cavium presents its non-GAAP data? Does he think the company takes undue liberties in its report that are not common for other tech companies? What does he see as a full price for Cavium's stock? Going forward, does he think it's better to hold Cavium or EZchip?
-- Maxim: Does McWilliams have a positive view of Maxim? Did Maxim's generous dividend help it land a spot in McWilliams' Triple Crown Tech Stock Portfolio? Should investors view Maxim as a potential strategic investment or does McWilliams think it is better thought of as being "speculative." What factors did McWilliams consider when making this decision?
-- Juniper Networks: After suggesting that investors should exit Juniper last year when the stock traded for more than twice the price we're seeing today, does McWilliams think it's time to buy Juniper while it is stuck in the mid-teens? What is McWilliams' estimated fair value range for Juniper and how much upside does it represent? What "trick" did Juniper use to make it appear it lowered its operating costs last year? Does McWilliams expect Juniper to announce a restructuring effort this year? What one thing does Juniper have more of than Cisco that McWilliams sees as a negative?
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So far, the roadmap Editor Paul 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 through the Q2 earnings season. As it turned out, this was one of the strongest rallies the market has seen in a very long time.
However, following the close on September 14, 2012, McWilliams published his most recent Strategy Review and, in that, predicted again that the markets were due for another drop ahead of the November election. This time he nailed the year-to-date high to the day. If you are a tech investor, you'll want to be sure to read what McWilliams predicts will happen next.
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' highly acclaimed State of Tech Report, a comprehensive guide for the Q3 2012 earnings season has just been published. This report covers 72 leading and emerging tech companies that are expected to generate nearly one trillion dollars in sales next year from twelve sectors ranging from materials and wafer fabrication to finished goods. This in depth report includes in-depth fundamental data and McWilliams' investment outlook, and will be available free of charge to all who sign up for a no-obligation free trial to Next Inning Technology Research.
Founded in September 2002, Next Inning's model portfolio has returned 228% since its inception versus 61% 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