-- Does EZchip stand to gain as video increasingly becomes a substantial percentage of total bandwidth consumption? What do we know about EZchip's roadmap going forward and why is the roadmap so important at this stage of the game?
-- What does the planned acquisition of Varian add to the Applied Materials story? Is Applied Materials the best way for investors to play the semiconductor manufacturing equipment sector? Is it logical that the price of Applied Materials is lagging other major players in the sector?
-- Analysts have rushed to downgrade DragonWave following its recent quarterly report. The reason for these downgrades is mostly due to DragonWave's low guidance for its May ending quarter. Would it be more realistic to view the analysts' expectations as being unreasonably high or DragonWave's guidance as disappointingly low? What in the DragonWave story are these analysts missing?
Founded in September 2002, Next Inning's model portfolio has returned 332% since its inception versus 49% 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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