PRINCETON, N.J., March 13, 2013 /PRNewswire/ -- Next Inning
Technology Research (http://www.nextinning.com), an online
investment newsletter focused on technology stocks, has issued
updated outlooks for STEC (Nasdaq: STEC), Fusion-IO (NYSE: FIO),
Micron Technology (Nasdaq: MU), Netlist (Nasdaq: NLST), OCZ
Technology (Nasdaq: OCZ), and SanDisk (Nasdaq: SNDK).
Editor Paul McWilliams spent a
decades-long career as a senior executive 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' latest report updates his outlook on the Solid State
Drive (SSD) market and its supply chain. McWilliams'
forecasts for this market have been spot-on for years. He has
correctly forecasted rallies that have yielded gains of 250% and
has suggested selling stocks that subsequently fell nearly
90%. His new report is a must read for tech investors and
analysts alike.
Among the stocks where Next Inning was positive ahead of Q4
earnings so far were Cree (up 54% year to date), Marvell (up 47%
year to date), Micron (up 42% year to date), PMC Sierra (up 28%
year to date) and SanDisk (up nearly 20% year to date); he was
bearish on Fusion-IO (down 25% year to date) and Cypress (flat year
to date).
To get ahead of the Wall Street curve and receive Next Inning's
in depth earnings previews for free, as well as McWilliams'
year-end State or 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=prn1540
Topics discussed in the latest reports include:
-- McWilliams wrote years before solid state drives (SSD) became
a headline topic that we would see innovative companies develop
compelling solid state storage systems using NAND Flash.
However, he warned that it would be difficult for companies
to develop what he called "durable differentiation." In other
words, as McWilliams correctly predicted, the early entrants in the
enterprise SSD market have been only a "flash" in the pan.
-- After calling a 2009 trade in STEC that yielded a whopping
250% profit, McWilliams warned Next Inning readers the party was
over. While he called several successful swing trades during
STEC's volatile trip down, he staunchly maintained there was little
chance the distinctly downward trend would reverse. As it
turned out, STEC has lost more than 80% of its value since
McWilliams called the exit. However, with a balance sheet
that is worth over $4 and new
products finally ready for market, now might be a good time to
reconsider this once high flying stock. Does McWilliams see
it as a potential winner for 2013, or even a good swing-trade
candidate?
-- When Barrons named Fusion-IO as one of its best stock
picks for 2012 during the fall of 2011, the stock sailed over
$40 and McWilliams said it was time
to sell. Since then the profit projections have dropped like
a rock and the stock has fallen by roughly 60%. Does
McWilliams think Fusion-IO is due for a bounce or that it will
follow the path set by STEC, OCZ and module maker, Netlist, which
are all down 80% to 90% from their respective peaks?
-- Netlist grabbed Wall Street's attention in 2009 with its
"Rank Reduction" technology that allowed server chips to increase
the amount of DRAM memory they could address. When this sent the
price of Netlist to double digits in 2009, McWilliams warned his
readers the party wouldn't last and that it was time to exit the
stock. The price of Netlist has since dropped over 90% and
now trades as a penny stock. Netlist is now trying to
reinvent itself with NAND Flash solutions and "HyperCloud" memory
modules.
-- How will NAND Flash pricing trends impact Fusion-IO, OCZ and
NetList this year? Will higher NAND Flash prices be a
positive or a negative for these SSD companies? What might
happen if NAND Flash chips go on allocation later this year as some
pundits predict? Are Micron and SanDisk better positioned to
take advantage of these trends? Could SanDisk shares hit
$70 this year? With Micron now up 45%
from where it was trading in early January when McWilliams alerted
Next Inning subscribers to upside potential for the stock, is it
time for Micron investors to take profits or does McWilliams
foresee more upside?
Founded in September 2002, Next
Inning's model portfolio has returned 241% since its inception
versus 71% 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