-- Given the fact that HDDs will be in short supply through at least the first half of 2012, does McWilliams think it's best to simply avoid mass storage suppliers like EMC? What strategies does McWilliams think EMC will leverage to minimize the impact of the shortage? Does McWilliams think companies like NetApp will be able to leverage similar strategies or will the shortage likely impact them more severely?
-- McWilliams suggested selling NetApp early this year when its price was nearing $60. With the stock now trading in the mid-$30s, is it time to jump back in?
-- How will the HDD shortage negatively impact Intel and AMD? Which of the two companies is likely to experience a worse impact and why? Will HDD companies be able to bring capacity back on line quickly enough to keep pace with the demand generated during the second half by the release of Windows 8?
-- What does McWilliams think about AMD's new memory strategy? Does he see risks associated with the play or think it's a bright and pure upside strategy? How might it impact AMD's gross margins? What does McWilliams think Intel might do differently in the DRAM market and when does he think that strategy will become visible?Founded in September 2002, Next Inning's model portfolio has returned 241% since its inception versus 32% 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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