Next Inning Technology Research (http://www.nextinning.com), a subscription service focused on semiconductor and technology stocks, announced it has published its State of Tech Report, updating outlooks for Texas Instruments (NYSE: TXN), Advanced Micro Devices (NYSE: AMD), Amkor Technology (Nasdaq: AMKR), Siliconware Precision Industries (Nasdaq: SPIL), and STATS ChipPAC (Nasdaq: STTS).
New subscribers will also receive Next Inning's Q3 State of Tech report, a $149 value, free when they sign up for a complimentary 21-day trial subscription to Next Inning. Running for the next several weeks, the State of Tech reports serve as a guide for investors that will help them pick the winners and avoid the losers during the upcoming earnings season; now is the time to dress your portfolio for success! The State of Tech report is nearly 100 pages chock-full of charts, tables, and actionable investment commentary:
In his State of Tech report covering fabricators and test & package companies, Editor Paul McWilliams wrote: “The thing that makes this sector interesting today is that it has finally realized an important position in the value chain and I think the odds favor this position improving over time. With die bank now a very important inflection point for inventory dollars, it is critical that test and packaging companies provide accurate probe test data to estimate final yield and maintain very short cycle times to keep the final lead times experienced by end customers short. In addition to these factors, the trend towards System on a Chip (SoC) implementations will continue to lead towards more complex final testing and requirements for sophisticated packing designs..."
McWilliams also looks at these topics:
-- With Texas Instruments' decision to depend more on contract fabricators for leading edge technologies, what should we expect it to do for test and packaging and why is this one of several important issues for investors to consider?
-- Goldman Sachs upgraded Intel when Advanced Micro announced that it would outsource more of its fabrication to TSMC. While McWilliams agrees with Goldman's bullish view of Intel, why does he think that Goldman’s logic pertaining to AMD and the Intel upgrade is clearly flawed?
-- McWilliams suggested that investors buy test and package companies like Amkor, Siliconware Precision, and STATS ChipPAC in September 2005 when stock prices in the sector were hitting multi-year lows. The price of Amkor roughly tripled prior to his sell call in the spring of 2006. With these companies now in a more valuable position in the supply channel, what two stocks from the sector does McWilliams think investors should consider buying today?
Founded in September 2002, Next Inning's model portfolio has returned 302% since its inception versus 105% 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 (CRD #131926), a registered investment advisor with the NASD and State of NJ. 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