4 Tech Stock Opportunities for the Second Half of 2011 (DRWI, CLWR, FLEX, AAPL, CSCO, DELL, HPQ, INTC, LSCC)
Global economic issues related to the aftermath of the March Japan natural disasters and a growing trend of civil unrest throughout the world continue to present significant barriers to a prolonged recovery cycle, but careful investors can still find opportunities among undervalued stocks positioned for second-half growth, according to Paul McWilliams, editor of Next Inning Technology Research.
In his most recent report, McWilliams, whose model portfolio is up 303% since 2002, revisits 10 stocks he highlighted as stocks to watch in 2011 and provides detail and analysis as to which companies remain best situated despite the global economic setbacks of the first half of the year.
Some of the companies profiled in the Next Inning special report follow, as well as some of the key questions addressed by the report:
DragonWave (DRWI): A slowdown in deployment for one of DragonWave’s top customers, Clearwire (CLWR), in the first half has contributed to a dip in the company’s revenues. DragonWave remains, however, the only company in the world to have completed a successful large scale deployment of broadband microwave Ethernet/IP backhaul radios. A massive worldwide mobile broadband rollout will begin in the second half of 2011 as cell towers around the world are upgraded to handle broadband backhaul, where DragonWave remains “best of breed.” Key question: Why has DragonWave’s revenue declined so dramatically and what will lead to a reversal of this trend?
Flextronics International (FLEX): As the largest electronic manufacturing services (EMS) company traded on a United States-based market, Flextronics is poised to continue to grow revenue as even the largest technology equipment providers like Apple (AAPL), Cisco Systems (CSCO), Dell (DELL), and Hewlett-Packard (HPQ) continue to rely heavily on EMS companies for not only assembly, but in many cases product design, distribution, and customer service. Key question: What are the near-term risks facing Flextronics? Are long-term trends poised to power Flextronics higher?
Intel (INTC): Wall Street has inexplicably remained skittish about the world’s largest provider of microprocessors, with some analysts perpetrating fear about how Intel will not be able to gain traction in mobile handsets, and will see its position in notebook PCs eroded by the growth of tablets. While Intel has a growing position in the tablet market that will become more apparent has shipments increase in the second half of the year, tablets will not replace notebook PCs, but instead supplement them. In addition, Intel has repeated demonstrated over the past decades that no company is better at developing, presenting and selling processor roadmaps. Key question: Is Intel poised to prove Wall Street wrong by becoming one of the big winners in the mobile processor markets?
Lattice Semiconductor (LSCC): In recent years, Lattice has performed with better consistency than it has at any time in the company’s past. As a leading designer of Programmable Logic Device (PLD) and Field Programmable Gate Arrays (FPGA), Lattice is optimally positioned to leverage its advantages in providing its customers with flexibility to determine specific IC functionality, and grow a solid and profitable market. Key questions: Is Lattice threatened by larger players? Could Lattice shares trade above $8?
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