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Bear Market Doesn’t Undercut Positive 2012 Picture for Undervalued Tech Stocks (BRCM, NETL, CAVM, EZCH, MRVL, AAPL)

Posted by Next Inning at 10:17AM on October 6th

Just as the markets were peaking in July, Next Inning Editor Paul McWilliams advised investors to audit risk exposure in preparation for what he described then as a significant increase in volatility and his view of what he thought would…

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Broadcom Acquisition Sets the Stage for More Tech Buyout Action (BRCM, NETL, EZCH, CAVM, NETL, MRVL, QCOM, TXN, ALTR, XLNX, STM)

Posted by Next Inning at 9:04AM on September 15th

Although Broadcom (BRCM) this week agreed to pay more than a 50% premium to acquire NetLogic Microsystems (NETL) in a proposed $3.7 billion deal, Next Inning Technology Research Editor Paul McWilliams believes the move was not only good for Broadcom, but absolutely…

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The Rumor-Driven Month of September (NETL, BRCM, CAR, RIMM, DLB, BAC, WATG)

Posted by Geoff Seiler at 4:42PM on September 12th

Stocks rallied late in a seesaw session to end up on the day. The market focused on Europe’s woes early, worried that Moody’s would downgrade French banks, sending U.S. equities headed for a third-straight session of big declines. However, the…

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Reasons to Be Optimistic in the Tech Sector (MU, INTC, AMD, DELL, AAPL, ATML, MCHP, QCOM, MRVL, CAVM, EZCH, NETL)

Posted by Next Inning at 9:40AM on September 7th

The lingering impact of the March earthquake and tsunamis in Japan, economic and legislative uncertainties in the United States and Europe, and the cyclical impact of DRAM pricing combined to push July semiconductor revenue down 1.1% year-over-year according to the…

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This Week’s Tech Earnings Winners and Losers: RF Micro, Triquint, Linear Tech and More (RFMD, TQNT, LLTC, NETL, SANM, QLGC, MMI, MXIM, NOK, RIMM, AAPL, INTC, AMD)

Posted by Next Inning at 9:30AM on July 25th

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…

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Predicting the Biggest Tech Earnings Winners: NetApp, Blue Coat, Marvell and More (AMAT, NTAP, EMC, BCSI, CAVM, NETL, MRVL, OVTI, VSEA)

Posted by Next Inning at 9:00AM on May 17th

Earnings season is winding down 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…

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Predicting Tech Earnings Winners and Losers: NetLogic, OCZ and More (IRF, NETL, POWI, ANAD, RIMM, OCZ, SMOD, STEC)

Posted by Next Inning at 9:54AM on May 2nd

Earnings season is well 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…

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Intel Strength Shocks Wall Street; Which Other Tech Winners Are Being Ignored? (INTC, CTXS, VMW, EMC, AAPL, HPQ, DELL, FNSR, NETL, DRWI, GOOG, ARMH, MIPS)

Posted by Next Inning at 10:59AM on April 20th

With businesses entering a significant equipment upgrade cycle, and volumes for laptop computers, tablets and smartphones ramping, some leading computing platform providers and other companies supplying key components and technology to the computing markets are poised for growth.

While 43 analysts,…

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NextInning.com’s Exclusive Tech Stock Earnings Previews (RAX, ATML, ASYS, EZCH, NETL, ARW, ISIL, SWIR, CSCO, HLIT, DIOD, TQNT, ALU, FALC)

Posted by Next Inning at 9:46AM on February 8th

Earnings season is well underway and a number of key stocks in the tech sector are reporting earnings this week.

What should investors expect from these reports? What are the key storylines to follow and are these stocks likely to trade…

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Love for Momentum Names Returns (MA, GMCR, NETL, YUM, TZOO)

Posted by Geoff Seiler at 7:19PM on February 3rd

It was a bit of a topsy-turvy day for stocks, but in the end the markets closed higher. This week has shown a return to momentum names, as after flocking from these stocks earlier this earnings season, investors have suddenly…

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