State of Tech: A Guide to the Q2 2013 Earnings Season that Boldly

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Topics discussed in McWilliams' recent reports include:

-- Micron: McWilliams has long been in tune with the cycles of memory chip makers like Micron, and during 2012 called swing trades for Micron that yielded a total return of 52%. Later McWilliams suggested buying and holding shares of Micron at its then current price of $6.34.  Considering the improved pricing within the DRAM market, is Micron poised for more upside? Could investors buying Micron see the share price surge to $20 later this year, or does McWilliams think it's now better to buy shares of SanDisk? What "crazy wildcard" should Micron investors be aware of?

-- SanDisk: In July 2012, when SanDisk was trading at $36.48, McWilliams told investors that SanDisk was deeply undervalued. With shares now 65% higher, does McWilliams expect further gains for SanDisk investors? Could SanDisk shares move above $70 in the near term? Do current dynamics in the memory market favor SanDisk? What is different about the demand elasticity for NAND Flash memory when compared to DRAM and why is this difference an important fact for memory investors to consider today?

-- Linear Technology: Just one day before Linear Tech hit its 52-week low in mid-2012. McWilliams recommended buying the stock at its then current price of $28.75. Has he changed his opinion or are there reasons to make Linear Tech a long-term holding?  What has changed at Linear Tech that McWilliams saw months before it was discovered by Wall Street analysts that led McWilliams to classify this stock a "strategic investment?"

-- AMD: McWilliams advised AMD investors to sell in early July 2012, when AMD was trading just over $6, and AMD shares soon fell dramatically. After this, McWilliams suggested investors consider AMD when shares were trading at $2.37 in December 2012. With a gain of 72% from McWilliams' entry price, McWilliams called an exit in July 2013 at $4.08. With shares hovering 5% below McWilliams' exit price, should investors be looking for opportunities to buy shares again, or is it time to look elsewhere?

-- Cypress:  Cypress' announcement of recently lowered Q3 guidance validates McWilliams 2013 thesis that Cypress is poised to undergo a rebuilding, and punctuates the value of his call to sell when Cypress moved above $13 earlier in Q3. With Cypress shares now lower, at what price would McWilliams consider buying?

Founded in September 2002, Next Inning's model portfolio has returned 299% since its inception versus 87% for the S&P 500.

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.

CONTACT: Marcia Martin, Next Inning Technology Research, +1-888-278-5515

SOURCE Indie Research Advisors, LLC