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Semiconductor industry

Next Inning Technology Research Updates Outlooks for Key Tech Firms

Strategic Insights

— 1 min read

Next Inning Technology Research, an online investment newsletter focused on semiconductor and technology stocks, has updated outlooks for several key firms, including Hewlett-Packard, IBM, Dell, Adobe Systems, Netezza, and Xerox. Editor Paul McWilliams, a 30-year semiconductor industry veteran, has been spot on in his predictions, particularly during the July earnings season, where he accurately forecast Intel's revenue. McWilliams has begun publishing his "State of Tech" reports, providing detailed data and commentary on sector trends and specific stock recommendations. With a year-to-date return of 70% for the Next Inning Portfolio, McWilliams' reports are sought after by investors seeking to stay ahead of the curve in the tech industry.

Key Takeaways:

  • Next Inning Technology Research has updated outlooks for Hewlett-Packard, IBM, Dell, Adobe Systems, Netezza, and Xerox, providing detailed data and commentary on sector trends and specific stock recommendations.
  • Editor Paul McWilliams has been accurate in his predictions, particularly during the July earnings season, where he forecast Intel's revenue to be $8B.
  • McWilliams' "State of Tech" reports will continue to provide in-depth analysis on sector leaders and up-and-coming niche players.
  • The report series will cover Business Process Outsourcing (BPO) and its expected acceleration, with McWilliams identifying likely winners and investment opportunities.
  • The trend towards BPO may present unique opportunities for niche firms like Netezza and Adobe.
  • Next Inning's model portfolio has returned 226% since its inception, outperforming the S&P 500 by 208%.

Statistics:

  • Next Inning's model portfolio has returned 226% since its inception.
  • The S&P 500 has returned 18% during the same period.
  • Paul McWilliams' year-to-date return for the Next Inning Portfolio is 70%.
  • Hewlett-Packard, IBM, Dell, Adobe Systems, Netezza, and Xerox have all been updated in Next Inning's latest outlooks.

Sources:

  • "Next Inning Technology Research Announces Updated Outlooks for Key Technology Firms" (PRNewswire, September 29, 2022)
  • https://www.nextinning.com/subscribe/index.php?refer=prn884
  • "About Next Inning" (Next Inning Technology Research Website)
  • "Indie Research Advisors, LLC" (adviserinfo.sec.gov)
  • "Next Inning's Paradigm Paper on Business Process Outsourcing (BPO)"

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