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Top Tech Analyst Previews Earnings for Broadcom, Juniper Networks, Riverbed Technology, ARM Holdings, and Corning

Top Tech Analyst Previews Earnings for Broadcom, Juniper Networks, Riverbed Technology, ARM Holdings, and Corning

PR Newswire

PRINCETON, N.J., July 24, 2012 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has published updated outlooks for Broadcom (Nasdaq: BRCM), Juniper Networks (NYSE: JNPR), Riverbed Technology (Nasdaq: RVBD), ARM Holdings (Nasdaq: ARMH) and Corning (NYSE: GLW).

Editor Paul McWilliams is best known for spotting big winners long before they are recognized by Wall Street.  Nearly a decade ago, he advised Next Inning readers that Apple was positioned to win big when it was trading for less than $10 per share (split adjusted).  However, in markets like we face today, many readers appreciate his calls to sell even more.

In his special July 3rd report, "A Guide for the Q2 Earnings Season," McWilliams advised readers they should sell Advanced Micro Devices and NetList.  Since the report was published the price of Advanced Micro has dropped over 31% and the price of NetList has dropped over 30%.  What other stocks did McWilliams suggest selling and which ones does he think investors should buy?

In his "Guide for the Q2 Earnings Season", McWilliams offers in depth data and analysis on 67 tech companies expected to report aggregate revenue in excess of $800 billion this year. The report includes McWilliams' second half outlook, full value price ranges and current investment opinions for all 67 stocks.  With this data, investors can appropriately position themselves for the July earnings season.

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 62-page State of Tech report should be read by all tech investors and is making it, 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=prn1442  

McWilliams' recent reports cover the following topics and more:

-- Broadcom: Are analysts correct to dismiss the threat posed by Samsung's acquisition of British chipmaker, CSR?  Does the acquisition signal there may be a shift in Samsung's strategy and, if so, how is that likely to impact Broadcom?  What other factors are weighing on Broadcom's stock price today?  Now that the price of Broadcom has dropped below the high-$30 exit price McWilliams called earlier this year, does he think it's time to jump back in?  Why does McWilliams believe so strongly that investors need to adjust earnings consensus data for Broadcom before assessing its fundamental value?

-- 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 in the mid-teens? What are the pluses and minuses of Juniper's core JUNOS strategy?  Why might it start to play more to Juniper's favor in the near to mid-term?  What is McWilliams' estimated fair value range for Juniper and how much upside does it represent?

-- Riverbed: What did McWilliams mean when he warned Next Inning readers last year when Riverbed was trading in the $30s that Riverbed's "value proposition has been hollowed out?"  With the price down now over 50% from where McWilliams warned Next Inning readers about problems facing Riverbed, does he think it's time to pick up shares on the cheap or is it still a stock to avoid?

-- ARM Holdings: Is ARM Holdings poised to break into Intel's traditional markets or is Intel more likely to continue to broaden the reach of its x86 platform to ARM's detriment? Will Intel grab market share from ARM in the smartphone and tablet markets?  Is the new Windows RT that works with ARM-core processors a real threat to Intel?  Will ARM eventually make a material mark in the server sector?

-- Corning: Why is Corning's recently unveiled Willow Glass an important new technology? How might Willow Glass be a game-changer in the display, solar and OLED lighting industries? Is Corning now trading at a bargain price, suggesting a rare buying opportunity for investors? What led McWilliams to include Corning in his "Triple Crown" tech stock portfolio and what percentage of that portfolio does he think investors should consider dedicating to Corning?

Founded in September 2002, Next Inning's model portfolio has returned 231% since its inception versus 49% 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

 

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