NI Technology Updates Outlooks for SanDisk, Micron,
Microsemi, OmniVision Technologies and Diodes, Inc.
Monday November 02, 2009 - 09:22 AM EST
Source: PRNewsWire News Releases
Author: Indie Research Advisors, LLC
Click here to read the original story
PRINCETON, N.J., Nov. 2 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com),
an online investment newsletter focused on semiconductor and technology stocks, announced it has updated
outlooks for SanDisk (Nasdaq: SNDK), Micron (NYSE: MU), Microsemi (Nasdaq: MSCC), OmniVision
Technologies (Nasdaq: OVTI) and Diodes, Inc. (Nasdaq: DIOD).
In a repeat of his July performance, Editor Paul McWilliams was spot on during the October earnings season.
Not only did he peg the numbers at Intel, SanDisk and Apple again, his accuracy has been so uncanny it led
one of his readers to comment, "It's almost as though Paul wrote the scripts."
Investors who are serious about maximizing returns and minimizing risks will find McWilliams' ongoing
earnings season coverage, which began with his highly acclaimed State of Tech series and is now focusing on
real-time earnings analysis, invaluable. To get the inside scoop and his detailed previews for the companies
reporting this week, investors have the opportunity to take a free 21-day test ride with Next Inning. With this,
investors will see firsthand how McWilliams has delivered a year-to-date return of 50% and will receive
real-time access to his commentary. To take advantage of this offer, please visit the following link:
McWilliams covers these topics and more in his recent reports:
-- McWilliams encouraged readers to buy SanDisk when it was trading in single digits last December. His
thesis then was clear -- NAND Flash would see a resurgence in demand during the second half of 2010 and
that would absorb excess capacity. It looked as though Wall Street was catching on for a while, but something
changed. Does McWilliams still think there is 50% or more upside from here or is it time to take profits?
-- After ranking Micron a buy last March at $3.56, McWilliams advised readers it was time to sell in
September when the stock moved into the $8s. After reviewing the situation and checking with his field
contacts, does McWilliams think it's time to give Micron another spin?
-- With nearly a third of its price covered by the value of its balance sheet, is Microsemi now trading at a
bargain price? Does McWilliams expect Microsemi's upcoming earnings report to exceed analysts'
-- In December, McWilliams pointed to OmniVision as "a clear value" when it was trading in the $5 range.
Following this he suggested selling in the mid-teens. Now that the price has dropped back into the $12s, does
McWilliams think that persistent shortages will bode well enough for the company during its October quarter
to merit buying again?
-- Diodes Inc. was trading in the mid-$4s when McWilliams suggested buying the stock last December and
was over $20 when he said it was time to take profits. Now that the stock has slumped back to the $16s,
should investors buy it ahead of its earnings report today? Will Diodes top expectations?
Founded in September 2002, Next Inning's model portfolio has returned 200% since its inception versus 15%
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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