Click here to close now.

SYS-CON MEDIA Authors: Jnan Dash, Kevin Jackson, Peter Silva, Greg Wind, Glenn Rossman

News Feed Item

Will Microsoft Be an Earnings Winner? Leading Tech Analyst Previews Earnings for Microsoft, Advanced Micro Devices, Cypress Semiconductor, Lattice Semiconductor, and Taiwan Semiconductor Manufacturing

PRINCETON, N.J., April 17, 2013 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has issued updated outlooks for Microsoft (Nasdaq: MSFT), Advanced Micro Devices (NYSE: AMD), Cypress Semiconductor (Nasdaq: CY), Lattice Semiconductor (Nasdaq: LSCC), and Taiwan Semiconductor Manufacturing (NYSE: TSM).

During 2012, Next Inning editor Paul McWilliams predicted both the spring and fall corrections as well as the rally that started in November and carried through the first quarter of 2013.  On the day the November rally started, he advised readers it would lift the NASDAQ by as much at 18% by the end of March 2013.  As we know now, that is exactly what happened. 

To keep Next Inning readers ahead of the curve, Next Inning published McWilliams' highly acclaimed State of Tech report last week.  This report outlines McWilliams' outlook for the second quarter and provides readers with deep insight into 71 of the world's leading tech companies.  McWilliams also shares his opinions as to which of these companies investors should buy and which should be avoided.

Trial subscribers will receive the 167-page report, which includes 35 detailed tables and graphs, for free, no strings attached. This report is a must read for investors and analysts focusing on technology in 2013.

Already in 2013, McWilliams suggested buying several stocks ahead of quarterly earnings reports including Cree (up 63% year to date), Micron (up 56% year to date), Marvell (up 41% year to date), PMC Sierra (up 26% year to date) and SanDisk (up 32% year to date). Stocks he suggested avoiding/selling include Fusion-io (down 36% year to date) and Netlist (down 15% year to date). McWilliams' new State of Tech report outlines which stocks investors will want to own and which they should avoid as the market hits new all-time highs.

To get ahead of the Wall Street curve and receive McWilliams' Q1 2013 State of Tech report, 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=prn1551

Topics discussed in the latest reports include:

-- Microsoft: Even though seemingly the entire market was aware that soft PC sales numbers were coming, Wall Street waited until last week to downgrade Microsoft. Are the analysts looking at Microsoft the right way? Is McWilliams expecting demand for Microsoft products to pick up notably in the second half of 2013?  What are his thoughts about Windows 8 and what is an easy way for Windows 8 users to get the function of their "start button" back? How does McWilliams think Microsoft can benefit from harmonizing its operating system across the PC, tablet and smartphone platforms?  Why might Microsoft be in an even better position than Apple when it comes to this strategy?

-- AMD: Since McWilliams advised AMD investors to sell in early July when AMD was trading just over $6, AMD shares have fallen dramatically. Are shares now trading at a bargain price, or should investors continue to steer clear? Could AMD make a bold move in 2013 that would drive notable upside for the stock? What options does McWilliams see for AMD in 2013?

-- Cypress:  Has the introduction of Apple's new "Lighting" 9-pin connector posed challenges for Cypress as an Apple supplier? After a tough 2012, is Cypress poised for a strong rebound in 2013?  What strategy does McWilliams think Cypress will attempt to execute this year to rebound? Could Cypress shares hit $15 in the near term or does McWilliams think investors should unload shares of Cypress ahead of its quarterly report?

-- Lattice: What major mistakes did Lattice make in 2012? Are there concerns that Lattice has lost positioning in the telecom market?

-- TSMC: In his "Paradigm Paper" titled "Trends Favor Semiconductor Fabrication Companies," McWilliams strongly encouraged Next Inning readers to buy TSMC in December 2008 when the stock was trading for only $7.50.  Including dividends, the investment has returned over $160%.  With GlobalFoundries, Samsung and Intel presenting increasing competition for TSMC, is it time for investors to take profits ahead of TSMC's earnings report?  Beyond these competitive threats, what fundamental aspect of the TSMC story does McWilliams say poses a risk for investors that Wall Street is ignoring?  Does the data McWilliams presents suggest that TSMC will reduce its dividend payment going forward?

Founded in September 2002, Next Inning's model portfolio has returned 238% since its inception versus 74% 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

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
SYS-CON Events announced today that B2Cloud, a provider of enterprise resource planning software, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. B2cloud develops the software you need. They have the ideal tools to help you work with your clients. B2Cloud’s main solutions include AGIS – ERP, CLOHC, AGIS – Invoice, and IZUM
SYS-CON Events announced today that Intelligent Systems Services will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Established in 1994, Intelligent Systems Services Inc. is located near Washington, DC, with representatives and partners nationwide. ISS’s well-established track record is based on the continuous pursuit of excellence in designing, implementing and supporting nationwide clients’ mission-cri...
While DevOps most critically and famously fosters collaboration, communication, and integration through cultural change, culture is more of an output than an input. In order to actively drive cultural evolution, organizations must make substantial organizational and process changes, and adopt new technologies, to encourage a DevOps culture. Moderated by Andi Mann, panelists will discuss how to balance these three pillars of DevOps, where to focus attention (and resources), where organizations m...
How do you securely enable access to your applications in AWS without exposing any attack surfaces? The answer is usually very complicated because application environments morph over time in response to growing requirements from your employee base, your partners and your customers. In his session at 16th Cloud Expo, Haseeb Budhani, CEO and Co-founder of Soha, will share five common approaches that DevOps teams follow to secure access to applications deployed in AWS, Azure, etc., and the frict...
of cloud, colocation, managed services and disaster recovery solutions, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. TierPoint, LLC, is a leading national provider of information technology and data center services, including cloud, colocation, disaster recovery and managed IT services, with corporate headquarters in St. Louis, MO. TierPoint was formed through the strategic combination of some of t...
SYS-CON Events announced today that Soha will exhibit at SYS-CON's DevOps Summit New York, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Soha delivers enterprise-grade application security, on any device, as agile as the cloud. This turnkey, cloud-based service enables customers to solve secure application access and delivery challenges that traditional or virtualized network solutions cannot solve because they are too expensive, inflexible and operational...
SYS-CON Events announced today that Vicom Computer Services, Inc., a provider of technology and service solutions, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. They are located at booth #427. Vicom Computer Services, Inc. is a progressive leader in the technology industry for over 30 years. Headquartered in the NY Metropolitan area. Vicom provides products and services based on today’s requirements...
SYS-CON Events announced today that Optimal Design, an Internet of Things solution provider, will exhibit at SYS-CON's Internet of @ThingsExpo, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Optimal Design is an award winning product development firm offering industrial design and engineering services to the consumer, medical, and defense markets.
SYS-CON Events announced today that Tufin, the market-leading provider of Security Policy Orchestration Solutions, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. As the market leader of Security Policy Orchestration, Tufin automates and accelerates network configuration changes while maintaining security and compliance. Tufin's award-winning Orchestration Suite™ gives IT organizations the power and a...
SYS-CON Events announced today that MangoApps will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY., and the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. MangoApps provides private all-in-one social intranets allowing workers to securely collaborate from anywhere in the world and from any device. Social, mobile, and eas...
SOASTA, the leader in performance analytics, today reported record growth of the CloudTest community, exceeding 30,000 registered users of the CloudTest platform in Q1 2015. SOASTA also announced widespread adoption of its Web and mobile testing solutions, with more than 1,600 customers completing more than 285,000 tests using CloudTest during the quarter. This rapid growth shows that DevOps-driven digital businesses are embracing a more continuous approach to testing, and CloudTest is meeting t...
ProfitBricks has launched its new DevOps Central and REST API, along with support for three multi-cloud libraries and a Python SDK. This, combined with its already existing SOAP API and its new RESTful API, moves ProfitBricks into a position to better serve the DevOps community and provide the ability to automate cloud infrastructure in a multi-cloud world. Following this momentum, ProfitBricks has also introduced several libraries that enable developers to use their favorite language to code ...
SYS-CON Events announced today that Cloudian, Inc., the leading provider of hybrid cloud storage solutions, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Cloudian, Inc., is a Foster City, California - based software company specializing in cloud storage software. The main product is Cloudian, an Amazon S3-compliant cloud object storage platform, the bedrock of cloud computing systems, that enables c...
SYS-CON Events announced today that Stratoscale, the new data center operating system, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Based in Herzeliya, Israel, Stratoscale is redefining the data center, developing a hardware-agnostic, software platform hyper-converging compute, storage and networking across the rack or data center. The self-optimizing platform automatically distributes all physical...
SYS-CON Events announced today that Gridstore™, the leader in hyper-converged infrastructure purpose-built to optimize Microsoft workloads, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Gridstore™ is the leader in hyper-converged infrastructure purpose-built for Microsoft workloads and designed to accelerate applications in virtualized environments. Gridstore’s hyper-converged infrastructure is the ...