NI Technology Announces Updated Outlook for MEMS Market Including InvenSense, Avago Technologies, TriQuint Semiconductor, STMicroelectronics, and Texas Instruments

Topics discussed in the latest reports include:

-- InvenSense: McWilliams advised Next Inning readers to avoid InvenSense when its price soared into the $20s following its IPO.  However, more recently, he suggested buying on weakness.  Is InvenSense, which is often touted as a MEMS "pure play," still a compelling opportunity for investors looking to play the huge growth in next-generation consumer electronics? What does the rest of the MEMS market look like, and who are the biggest players and what is driving their revenue? Does McWilliams' earnings and valuation analysis suggest that InvenSense is poised for big gains? Should investors be concerned about patent litigation involving competitor STMicro?  Should investors continue to hold InvenSense or take profits?

-- STMicro and TI: STMicro was the first company in the world to report a billion dollars in MEMS sales.  To do this, it took the market lead from TI and passed Hewlett-Packard too.  STMicro also filed a sweeping lawsuit against pure-play MEMS supplier, InvenSense.  Is STMicro positioned to continue its extraordinary growth curve, or are there now forces that might unseat its dominance in the market? 

-- Avago and TriQuint: Avago and TriQuint supply a very specialized MEMS technology to support 4G cellular services known as LTE.  There are new and highly specialized requirements that smartphone companies must support to deliver LTE (4G) services in many markets where the channel spacing is close.  This technology is called Bulk Acoustic Wave filtering and it is based on very special implementations of MEMS technology that many investors overlook.  With only two primary players in this market, margins are high and revenue growth is forecasted to be significant. 

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About Next Inning:

Next Inning is a subscription-based investment newsletter that provides regular coverage on more than 150 technology and semiconductor stocks.  Subscribers receive intra-day analysis, commentary and recommendations, as well as access to monthly semiconductor sales analysis, regular Special Reports, and the Next Inning model portfolio. Editor Paul McWilliams is a 30+ year semiconductor 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.

SOURCE Indie Research Advisors, LLC