Next Inning Technology Research (http://www.nextinning.com), a subscription service focused on semiconductor and technology stocks, announced it has published updated outlooks for Cisco Systems (Nasdaq:CSCO), Harmonic (Nasdaq:HLIT), Quicklogic (Nasdaq:QUIK), Ciena (Nasdaq:CIEN), and Towerstream (Nasdaq:TWER).
To successfully navigate the tech stock jungle, particularly in these volatile times, you need a guide. Editor Paul McWilliams worked in the semiconductor market for nearly 30 years and has been an active tech investor for nearly 40 years.
In response to subscriber inquiries McWilliams wrote: “The best case study for contrasting a software model to a hardware model is to look at Cisco versus 3Com. In the early to mid 1990s Cisco decided it would focus on the software route and 3Com the hardware route - at the time, 3Com was a measurably larger business. However, following over a decade of mismanagement, 3Com was recently acquired for a fraction of Cisco's current valuation. In my opinion, this case study should be used at every B-school in the world..."
McWilliams also looks at these topics:
-- After Wall Street sold off Harmonic and Ciena along with the rest of the tech sector last week, does McWilliams believe the two companies’ shares are now attractively priced?
-- What is the reasoning behind Towerstream’s filing to bid in the upcoming wireless spectrum auction? Should investors view this as a positive development?
-- Using football analogies to describe risks and potential rewards, McWilliams provided readers with a list of four stocks to consider for 2008. Which stocks did he classify as "first and goal" (relatively low risks for better than market returns) and which stocks did he view as the best potential "third and log" and "Hail Mary" plays (big potential gains coupled with higher relative risks)?
-- How does Cisco’s strategy give it a competitive edge?
Founded in September 2002, Next Inning's model portfolio has returned 292% since its inception versus 104% for the Nasdaq.
About Next Inning:
Next Inning is a subscription financial newsletter focused on technology stocks. Editor Paul McWilliams is a 20+-year industry veteran.
NOTE: This release was published by Indie Research Advisors, LLC, a registered investment advisor with CRD #131926. Interested parties may visit adviserinfo.sec.gov for additional information. Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
Marcie Martin, +1-888-278-5515