-- In markets where NetLogic and Cavium are competing, which firm as the upper hand? Why is Cavium being awarded a higher valuation multiple than NetLogic? Is Cavium's steeper valuation merited?
-- What is McWilliams expecting from Towerstream's earnings report this week? What is the "WiFi backhaul" component of the Towerstream story, and does McWilliams see this as a trend that could drive Towerstream shares higher?
-- How will the plant shutdown at Texas Instruments impact the semiconductor supply chain? Which firms are likely to see upside as they move in to pick up business that TI won't be able to fulfill?
Founded in September 2002, Next Inning's model portfolio has returned 346% since its inception versus 41% 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
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