Market Overview

Top Tech Analyst Issues Investor Updates and Earnings Previews for Cirrus Logic, Anadigics, Cavium, PMC-Sierra, and Sanmina-SCI


PRINCETON, N.J., Oct. 29, 2012 /PRNewswire/ -- Next Inning Technology Research (, an online investment newsletter focused on technology stocks, has published updated outlooks for Cirrus Logic (Nasdaq: CRUS), Anadigics (Nasdaq: ANAD), Cavium (Nasdaq: CAVM), PMC-Sierra (Nasdaq: PMCS), and Sanmina-SCI (Nasdaq: SANM).

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 earnings previews are now being published, providing critical intelligence on dozens of tech sector firms ahead of their quarterly earnings reports. The reports, which identify the quarter's likely winners and losers, are available for free to Next Inning trial subscribers.

To get ahead of the Wall Street curve and receive Next Inning's in depth earnings previews 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:

Editor Paul McWilliams' recent reports cover the following topics and more:

-- Cirrus: Cirrus shares have now doubled from McWilliams' suggested entry price in January. Is McWilliams expecting more gains for Cirrus? Could shares move above $50?  What three key points do Cirrus investors need to be aware of, and how is Apple's relationship with Cirrus a critical factor? Cirrus has been Apple's strategic supplier of CODEC chips for a long time. What two new parts has McWilliams identified in recently released Apple products?

-- Anadigics: What does McWilliams say has been "masking" strategic progress at Anadigics?  What three hurdles does Anadigics need to clear in order to execute a strong turnaround?  How quickly does McWilliams think Anadigics will ramp its revenue during the coming five quarters?  What strategic designs has McWilliams identified as including chips from Anadigics?

-- 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 fair price for Cavium's stock?

-- PMC-Sierra:  What five factors have kept PMC-Sierra investors nervous this year? Is PMC-Sierra well positioned to overcome competitive threats in its PON market? What differentiates PMC Sierra in these markets from competitors like Broadcom and Marvell?  Is McWilliams expecting PMC-Sierra to outperform in the near term?

-- Sanmina-SCI:  McWilliams was highly critical of Sanmina in early 2011. In his January 2011 State of Tech report covering the EMS sector, he termed management's comments as "over the top" and suggested selling the stock when it was trading in the mid-teens.  When the price of Sanmina finally bottomed in the fall of 2011, McWilliams suggested it was time to buy again, but stated clearly investors should set an exit price of $12 to $14. Sanmina hit McWilliams' exit target.  With Sanmina shares now sharply below that level, does McWilliams see the stock as poised for a rebound? Could the stock move above $12 in the near term?

Founded in September 2002, Next Inning's model portfolio has returned 220% since its inception versus 56% 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

SOURCE Indie Research Advisors, LLC

View Comments and Join the Discussion!