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Top Tech Analyst Previews Apple Earnings and Names More Tech Earnings Winners and Losers (AAPL, TXN, WDC, ALTR, ARMH, BRCM, CLS, HLIT, JNPR, RFMD, STM, VMW, EMC, AMZN)

Posted by Next Inning at 8:59AM on October 22nd

Earnings season is upon us 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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This Week’s Tech Earnings Winners and Losers: Apple, ARM Holdings, Juniper, TriQuint and More (AAPL, SANM, TXN, STM, ARMH, CLS, HLIT, JNPR, RFMD, ISIL, SLAB, TQNT)

Posted by Next Inning at 9:51AM on April 23rd

Earnings season is upon us 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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Investor Q&A: Is MEMC Poised for a Rebound? (WFR, TSM, STM)

Posted by Next Inning at 10:22AM on March 12th

A reader wrote in with this question: “I find shares of MEMC Electronic Materials (WFR) to be attractive at these levels. I know silicon wafers have commodity aspects to them, but there still is a value to providing them. There are…

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This Week’s Tech Earnings Winners and Losers: SanDisk, VMware, Citrix, EMC, and More (VMW, EMC, CTXS, STM, SNDK, SLAB, CLS, LLTC, INTC, TQNT)

Posted by Next Inning at 10:36AM on January 23rd

Earnings season is upon us 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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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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Wave Systems and Growth in the Computer and Network Security Market (WAVX, ATML, BRCM, STM, DELL)

Posted by Next Inning at 9:52AM on July 14th

Management of computer and network security has become a priority for businesses, government agencies, and individuals as the compiling and storage of ever increasing amounts of information on multiple computing platforms has amplified the risk of data theft. A broad…

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In or Out Ahead of Earnings: Previewing ARM Holdings, Flextronics, and More (ARMH, MIPS, FLEX, RFMD, NOK, STM, ISIL)

Posted by Next Inning at 11:14AM on April 26th

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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Semi Stocks On The Move (ATML, STM, TXN, IFNNY, IRF, AOSL, IXYS)

Posted by Jason Smith at 11:12AM on October 5th

Tech stocks took off on Tuesday and select semiconductor shares were among top performers, despite a lack of sector-specific developments.

As a whole, the Broad-Based Semiconductor Stocks Index is up by 4% today as Atmel (ATML), STMicroelectronics (STM), Texas Instruments (TXN), and Infineon Technologies (IFNNY) post…

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The AAPL iPad Tear-Down Update

Posted by Next Inning at 1:32PM on April 19th

Linear Tech (LLTC) now has two parts, a LTC4099 USB power manager with I2C control, and what I suspect is a LTC3442 DC to DC regulator.


Atmel (ATML) has a serial Flash memory, 25DF081 (its function was listed in reports as “unidentified,” but…

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Selected Semi Stocks Seeing Big Benefit from Intel Numbers

Posted by Owen Vater at 11:07AM on July 15th

It was Intel’s (INTC) party on Wednesday, but selected peers stole the show with big gains seen across the board.

If you haven’t heard already, Intel beat expectations in the second quarter. For the rest of the sector, however, the real story…

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