-- Has Dell made progress in putting together an enterprise ecosystem model to compete effectively with the likes of Hewlett-Packard, IBM, and Oracle? What will it take for Dell to outperform expectations in its current fiscal year? Given a choice between Hewlett-Packard and Dell, which stock would McWilliams pick? Are Dell shares undervalued right now?
-- Should investors be excited about Tower Semi's plan to purchase a Japanese wafer manufacturing plant from Micron? Are Tower's growth targets achievable? What is the biggest problem facing Tower investors right now and it will it be resolved in a way that is favorable to investors?
-- What strategically important acquisition does Hewlett-Packard need to make to compete with firms like Oracle that are aggressively pursuing "ecosystem" business models? What is McWilliams' fair value range for HP and how much upside does it represent from current prices? Does McWilliams view Oracle and Dell as better opportunities in the world of enterprise ecosystem companies?
-- Might Brocade be an attractive acquisition target for tech blue chips like Dell, IBM, and Oracle? With expectations for Brocade at a low point, is now the time for opportunistic investors to consider taking a position?Founded in September 2002, Next Inning's model portfolio has returned 327% since its inception versus 47% 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.
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