This Week’s Tech Earnings Winners and Losers: Fusion-IO, EZchip, Qualcomm and More (CAVM, IDTI, AMCC, ATML, SANM, EZCH, FIO, QCOM, SWKS, AAPL, INTC, HLIT)
Earnings season is getting underway in the tech sector. What should investors expect from these reports? What are the key storylines to follow and are these stocks likely to trade higher or lower in the wake of their results?
In NextInning.com’s earnings previews, available free to trial subscribers, key storylines are evaluated, analyst expectations are audited, and in depth valuation analyses are provided to develop fair value ranges for dozens of stocks. Next Inning’s model portfolio has returned 282% since 2002, more than seven times the return of the S&P 500.
In its latest earnings preview, Next Inning looks at several popular stocks, including Cavium (CAVM), Integrated Device Technology (IDTI), Applied Micro Circuits (AMCC), Atmel (ATML), Sanmina-SCI (SANM), EZChip Semiconductor (EZCH), Fusion-io (FIO), Qualcomm (QCOM) and Skyworks Solutions (SWKS).
Here is just a tiny sample of what Editor Paul McWilliams wrote about Fusion-IO:
“I first wrote about Fusion-io when it was still a private company in a special report titled, ‘Competing at the System Level – Emerging Technologies in the Data Center.’
“Since going public Wall Street has fallen in love with FIO and with that driven its market capitalization up to an astounding $2.8B. To say the least, this is a rich valuation; especially when you consider FIO’s balance sheet supports less than 10% of the market capitalization.
“FIO has been cited as the next VMware (VMW) with pundits stating it will set the standards for memory virtualization similar to how VMW did that for servers and more recently client PCs.”
Just a few of the correct calls Next Inning has already made this earnings season include:
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