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Paul McWilliams

Paul McWilliams is the editor of Next Inning Technology Research and has over 30 years of experience in the semi conductor and high-tech industries.

The Power of Emerging Economies

by Paul McWilliams | July 19th

In January 2008 we published a special report covering worldwide GDP performance. The data I shared in this report illustrated that the percentage of worldwide GDP growth contributed by emerging economies surpassed the growth contribution of mature economies for the…

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Member Q&A – AMAT and the Solar Sector

by Paul McWilliams | July 12th

Q) Did you read the downgrade of Applied Materials (AMAT) by Piper Jaffray referencing the weakness in AMAT’s solar business, does this cause concern in your thesis on AMAT?


A) That’s an interesting prediction – based on what I’ve been reading it would appear…

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Member Q&A – QCOM and Android

by Paul McWilliams | July 6th

Q) I’m confused. Although not necessarily linked, I thought the Android OS and the Snapdragon processor were meant for each other. The current HTC EVO being an example. What issues with Snapdragon does Qualcomm (QCOM) need to work out in order for…

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Member Q&A – A Look at GLW

by Paul McWilliams | June 28th

Q) I’m a new member and I am enjoying all the reviews and comments. My question goes to Corning (GLW). What do you see for the rest of the year. Seems the stock has been capped for a while now. Is…

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Member Q&A – Playing the Smartphone Tidal Change

by Paul McWilliams | June 21st

Q) Thanks for trying to stay on top of the trends. One trend I have noticed (or it may just be in my circle), but there seems to be a switch away from Blackberry. At one time they were the only…

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Member Q&A – A Look at ATMI

by Paul McWilliams | June 14th

Q) Do you have an opinion on ATMI (ATMI)? I like what I see but can’t quite decide whether to start accumulating this or not. I did a search on the Next Inning site, but nothing came up.


A) With roughly 40% of…

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Member Q&A – A Look at PANL

by Paul McWilliams | June 7th

Q) Now that Samsung is making noise about scaling up OLED tech to larger screen sizes what do you think of related plays like Universal Display (PANL)?


A) Thank you for posing a good question. Another Next Inning reader wrote today asking about…

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Member Q&A – CREE, LED Lighting, and Niche Players

by Paul McWilliams | June 1st

Q) I was going to pull the trigger on Cree (CREE) but came across a small cap, Lighting Science Group (LSCG), that just announced an LED 60 watt equivalent for $30.


The stock has tripled in the last 30 days but the company…

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Member Q&As – MRVL, QCOM, and PMCS

by Paul McWilliams | May 24th

Q) Does the Ophone use Marvell (MRVL) for both the baseband and app processor (running a fork of Android) in some kind of combi chip configuration or does it use a discrete app processor from a different vendor? Where does that leave…

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Earnings Q&A – NETL Q1

by Paul McWilliams | May 10th

Q) Can you please give your take on the NetLogic (NETL) conference call and numbers reported?


A) NETL reported revenue of $86.3M versus its prior guidance of $85M. Earnings were $0.31 on a non-GAAP basis versus the consensus of $0.28. Q2 guidance was given…

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