Market Overview

NI Technology Research Updates Outlooks for Anadigics, Avago Technologies, RF Micro Devices, Skyworks Solutions, and TriQuint Semiconductor


NI Technology Research Updates Outlooks for Anadigics, Avago Technologies, RF Micro Devices, Skyworks Solutions, and TriQuint Semiconductor

PR Newswire

PRINCETON, N.J., March 13, 2012 /PRNewswire/ -- Next Inning Technology Research (, an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks on Anadigics (Nasdaq: ANAD), Avago Technologies (Nasdaq: AVGO), RF Micro Devices (Nasdaq: RFMD), Skyworks Solutions (Nasdaq: SWKS), and TriQuint Semiconductor (Nasdaq: TQNT).

Next Inning readers leverage the insight you can only get from an industry insider.  Editor Paul McWilliams has spent his life in technology and is a nerd by admission.  Fortunately for Next Inning readers, he also loves to write about technology trends in ways that make it easy for an average reader to understand the complexities of the industry and, more importantly, which companies are likely to be the winners and losers as technology trends change.

McWilliams can rightfully claim to have turned bullish on Apple years ago shortly after it introduced the iPod.  While he believes Apple still has room to run, he now thinks the real money will be made by investors who know how to find right component suppliers for the booming smartphone and tablet manufacturers.  In a special 10-page report he examines the five leading suppliers of the RF semiconductor devices every mobile device uses to connect with cellular and WiFi networks.

As McWilliams put it in his first presentation of these stocks last December, this is an investment thesis that has the simplicity even Warren Buffett would admire. The average gain for this group of stocks since the December report was published is 31%, versus a 17% gain for the Nasdaq, with the top stock moving up by 87%. In his exclusive 10-page, follow-up report, which is now available for free to trial subscribers, McWilliams updates his outlook for these stocks and advises readers on which stocks offer the best potential for further gains.

To get ahead of the Wall Street curve and receive this report 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:  

McWilliams covers these topics and more in his special 10-page report covering the five leading RF semiconductor companies:

-- Why is it important for investors to understand the balance of fixed and variable costs associated with running an RF semiconductor company?  What is the realistic per share value of each of the five companies' balance sheets and how does McWilliams arrive at this figure?  Which of the five companies are rebuilding business models and which ones are expanding into adjacent markets? 

-- What three factors suggest Anadigics is performing above expectations? How long will it take for this performance to show up on Anadigics' income statement?  Is there now a buying opportunity in Anadigics following its post-earnings pullback and, if so, what is the upside potential? What major risk factor do investors need to be aware of when considering Anadigics?

-- What does Avago offer to investors that none of the other four companies do?  What five factors may give Avago an edge over its rivals?

-- Does McWilliams expect RF Micro Devices could double from current levels this year? What two positive events have benefited RF Micro recently, and what three factors have weighed on the stock? What one change is happening today at RF Micro that could toss the bears out on their heads?

-- Last June, McWilliams advised readers to sell Skyworks at its then current price in the mid-$20s.  Following this, he flipped to a bullish view on the stock last December when it was trading under $14.50 and advised readers the price could double within a year.  With it now approaching that target, does McWilliams think there is enough upside left to offset the risk of a continued hold?  What does McWilliams think Skyworks' balance sheet will look like once it records its January purchase of Advanced Analog?  Does McWilliams think investors should now view this as a good purchase for Skyworks? 

-- Does McWilliams expect that TriQuint shares could move above $10 by year end? Is McWilliams expecting a second-half rebound from TriQuint's key markets? What other drivers does McWilliams see in store for TriQuint in 2012 and why are they important for investors to understand?

Founded in September 2002, Next Inning's model portfolio has returned 299% since its inception versus 51% 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 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

View Comments and Join the Discussion!