Leading Tech Analyst Issues Updated Outlooks on Oracle, Acme
Packet, Dell, Mellanox Technologies and EZchip Semiconductor
PRINCETON, N.J., Feb. 6, 2013 /PRNewswire/ -- Next Inning
Technology Research (http://www.nextinning.com), an online
investment newsletter focused on technology stocks, has published
updated outlooks on Oracle (Nasdaq: ORCL), Acme Packet (Nasdaq:
APKT), Dell (Nasdaq: DELL), Mellanox Technologies (Nasdaq: MLNX)
and EZchip Semiconductor (Nasdaq: EZCH).
After a series of reports that nailed the market's high and low
points in 2012, Editor Paul
McWilliams has published his outlook for 2013. His new State
of Tech report covers 72 technology stocks and outlines which
stocks investors will want to own and which they should avoid. The
report also dives deep into a number of exciting, emerging tech
trends, well ahead of the Wall Street curve.
This report is a must read for investors and analysts focusing
on technology in 2013. Trial subscribers will receive the 126-page
report, which includes 35 detailed tables and graphs, for free, no
strings attached. Trial subscribers will also receive McWilliams'
earnings previews, offering in-depth coverage ahead of key earnings
reports for dozens of tech stocks.
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. To this point, no one
has been more accurate than McWilliams when it comes to Apple.
Nearly a decade ago, McWilliams advised Next Inning readers that
Apple was positioned to win big when it was trading for less than
$10 per share (split adjusted).
However, as Apple was hitting record highs in 2012, he advised Next
Inning readers to sell. What led McWilliams to predict
Apple's decline late in 2012 and what does he now predict for the
stock in 2013? In recent reports, McWilliams also offers
critical insight into Apple's recent weakness and adds valuable
commentary on the roles of key suppliers.
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=prn1528
Topics discussed in the latest reports include:
-- Acme Packet: In a December 2011
report, McWilliams presented a hedge play involving Acme Packet
that has yielded 30% following Oracle's announced plan to buy Acme
at $29.25 a share. With Acme
currently trading above Oracle's buyout price, does McWilliams see
a better offer for Acme materializing? What large tech firms might
consider topping Oracle's offer? Should Acme investors hold on to
see what develops or take their profits now?
-- Oracle: On the surface, it appears Oracle is paying a
fairly rich price for Acme Packet, but as McWilliams reveals in his
more careful analysis, the price is really not all that rich.
What do investors need to consider here before drawing conclusions
on Acme's full valuation. Many pundits are wondering why Oracle
appears to be moving into the telecom market where Acme Packet is a
leader in the technology known as "Session Boarder Control"
(SBC). Is this the right way to look at this deal or is there
more to the story that the pundits are overlooking? Why might
this acquisition and Oracle's top-down strategy suggest there is a
strategic upside opportunity for Israeli semiconductor company,
EZchip at Oracle?
-- Mellanox: With Oracle already owning a stake in Mellanox,
might Mellanox be Oracle's next acquisition target? What three
factors go into the analysis when looking at the possibility of
this deal?
-- Dell: Following Dell's quarterly report last November,
McWilliams encouraged Next Inning readers to buy shares in the
company at the then current price of $8.86. Based on his analysis, McWilliams
projected then that Dell was worth $14.75 per share or a 66% upside to the suggested
buy price. With most pundits still stuck on the concept that
Dell is a PC company that is losing market share, what is it that
McWilliams saw last November that led him to make this
projection? Why does he hold fast to his opinion the buyout
team headed by founder, Michael Dell
should pony up at least his projected $14.75 to take the company private? What
two fundamental factors does McWilliams point to when making these
claims?
-- EZchip: Should investors be concerned about EZchip's
growth prospects ahead of its earnings report later this month?
Should investors consider picking up shares at current prices? What
needs to happen in order for EZchip shares to return to last year's
highs?
Founded in September 2002, Next
Inning's model portfolio has returned 245% since its inception
versus 67% 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