PRINCETON, N.J., April 23, 2012 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for ARM Holdings (Nasdaq: ARMH), Texas Instruments (Nasdaq: TXN), Sanmina-SCI (Nasdaq: SANM), Celestica (NYSE: CLS), and STMicroelectronics (NYSE: STM).
Editor Paul McWilliams spent a decades-long career in the technology industry, and has earned a reputation for his skill at 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.
Next Inning is now publishing its highly acclaimed earnings previews. These in-depth previews give investors the insights they need to identify tech winners and losers before they issue their quarterly earnings reports. McWilliams' earnings previews, available free to trial subscribers, will cover dozens of tech companies throughout the earnings season.
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McWilliams covers these topics and more in his latest reports:
-- ARM Holdings: Does the impending release of Microsoft's Windows 8 open up new opportunities for ARM Holdings to break into Intel's traditional PC markets or will it in fact broaden Intel's reach into the hot tablet sector at the expense of ARM? Should investors look more closely at ARM's cash flow or its reported earnings in valuing the stock? Heading into its earnings report, are ARM shares overvalued?
-- Texas Instruments: Following Texas Instruments' announcement that it would buy National Semi for what McWilliams wrote at the time was a substantial premium, McWilliams turned cold on TI. Has he changed his mind now that the acquisition has been completed? Does McWilliams think the move will play out well for TI in the long run? What is McWilliams' outlook for TI heading into its earnings report this week? Should investors wait for a better opportunity to buy TI later in the year?
-- 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. Following this, Sanmina announced the departure of its president and COO.