-- Analysts expect InvenSense to post revenue of $230 million in fiscal 2013, ten times its revenue just four years earlier, in 2009. Is this "overnight success" story still a compelling opportunity for investors looking to play the huge growth in next-generation consumer electronics? What does the rest of the MEMS market look like, and who are the biggest players? Does McWilliams' earnings and valuation analysis suggest that InvenSense is poised for further gains?
-- McWilliams was amazed last spring when Wall Street pushed the price of NXP into the mid-$30s based mostly on its first mover status with Near Field Communications (NFC) chips, and he advised investors to avoid the stock at those levels, suggesting instead that investors consider the stock when it dropped into the teens in fall 2011. Following NXP's most recent earnings report, does McWilliams expect further gains for the stock, or is it time to take profits?
-- What is McWilliams' view of recent analyst comments suggesting MIPS may sell its patent portfolio to Acacia? Would this be a positive development for MIPS investors?
-- McWilliams advised readers on November 30, 2011, that OmniVision represented a good opportunity at its then price of $10.20. With shares now up 56% from that call to buy, does McWilliams think investors should hold onto the stock ahead of its upcoming earnings report, or is it time to take profits?Founded in September 2002, Next Inning's model portfolio has returned 304% since its inception versus 50% 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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