Market Overview

Leading Tech Analyst Issues Investor Updates on Microsoft, ARM Holdings, Cavium, Allot Communications, and Riverbed Technology


PRINCETON, N.J., Sept. 7, 2012 /PRNewswire/ -- Next Inning Technology Research (, 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:

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 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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