"Marvell Technology (MRVL) delivered disappointing results for its fiscal Q4 2011 (ended January 2011), as well as even more disappointing guidance for its fiscal first quarter," notes tech sector expert Paul McWilliams.

The editor of Next Inning newsletter continues, And to make matters worse, it had one of the poorest conference call presentations that I've ever heard from a major semiconductor company. Nevertheless, we are adding to our position. Here's why.

Continue reading Marvell Technology (MRVL): 'Bad News Buy'

Marvell Technology (MRVL): 'Bad News Buy' originally appeared on BloggingStocks on Wed, 09 Mar 2011 13:00:00 EST. Please see our terms for use of feeds.

Continue reading Towerstream (TWER): Bandwidth Buy

Towerstream (TWER): Bandwidth Buy originally appeared on BloggingStocks on Fri, 25 Feb 2011 15:00:00 EST. Please see our terms for use of feeds.

"QuickLogic (QUIK) recently reported fourth quarter revenue slightly below its revised guidance, and forecast that Q1 new product revenue would be down roughly $100K," notes tech sector specialist Paul McWilliams.

In his Next Inning newsletter, he explains, "Both are clearly disappointing pieces of news. However, as I see it, the disappointment ends there, and I continue to own these shares.

"The semiconductor company makes products that enable customers to add new features, extend battery life and enhance images on mobile and consumer products.

Continue reading Tech Expert Eyes QuickLogic (QUIK)

Tech Expert Eyes QuickLogic (QUIK) originally appeared on BloggingStocks on Tue, 15 Feb 2011 10:30:00 EST. Please see our terms for use of feeds.

"MIPS Technologies (MIPS) fell sharply after announcing its quarterly results; nevertheless, we think the long-term bullish thesis is intact," says tech sector specialist Paul McWilliams.

The editor of Next Inning explains, "It appears that Wall Street is focusing on slicing and dicing pennies rather than taking time to understand the story. Here's our assessment.

What we want from MIPS are license deals in its focus market (it signed three new licenses in the mobile sector last quarter), increasing unit royalties (it reported royalty on a record 173M units, up from 157M last quarter and 126M one year ago).

Continue reading MIPS Technologies (MIPS): Sell-Off Creates Opportunity

MIPS Technologies (MIPS): Sell-Off Creates Opportunity originally appeared on BloggingStocks on Fri, 28 Jan 2011 12:40:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Marvell Technology Group (MRVL) clearly fits the bill of a stock that is currently unloved by Wall Street." says tech guru Paul McWilliams.

The editor of Next Inning explains, "As a matter of a fact, there's not much at all that Wall Street likes about the company. Nevertheless, I would choose this as one of my favorite stocks for the coming year.

Continue reading Top Picks 2011: Marvell Technology (MRVL)

Top Picks 2011: Marvell Technology (MRVL) originally appeared on BloggingStocks on Sat, 08 Jan 2011 15:00:00 EST. Please see our terms for use of feeds.

"Last September, when former Hewlett-Packard CEO Mark Hurd joined Oracle (ORCL), I raised by target to the mid-$30s; now, I am raising my stock price target to the $35 to $40 range for 2011," says tech stock specialist Paul McWilliams.

The editor of Next Inning explains, "With its acquisition of Sun Microsystems, ORCL signaled it was entering the enterprise 'Ecosystem' business.

"Even though ORCL is a world leader in the enterprise software business, to move from there to a viable Ecosystem model is a bold move.

Continue reading Oracle (ORCL): The 'Smartest Guys in the Room'

Oracle (ORCL): The 'Smartest Guys in the Room' originally appeared on BloggingStocks on Thu, 16 Dec 2010 10:30:00 EST. Please see our terms for use of feeds.

"Intel (INTC) is moving into what I've described as the 'middle-markets; for processors; these markets include all sorts of mobile computing devices (smartphones, smartbooks, tablets, etc.) as well as a host of emerging 'connected devices'," says technology stock guru Paul McWilliams.

The editor of Next Inning explains, "Connected devices include stuff like TV, Blu-Ray players, Set-Top-Boxes, etc. that provide some level of computing power as well as Internet connectivity.

Continue reading Intel (INTC): Getting Connected

Intel (INTC): Getting Connected originally appeared on BloggingStocks on Wed, 24 Nov 2010 12:30:00 EST. Please see our terms for use of feeds.

"With the uber-ambitious Ellison and Hurd now paired, I think the safe bet is we're going so see Oracle (ORCL) make some major moves (yes, probably more than one major acquisition)," suggests tech sector expert Paul McWilliams.

The editor of Next Inning explains, "After all, even without Hurd at his side, Oracle founder, Larry Ellison has been an aggressive buyer and now with Hurd on board I think the appetite could become ravenous.

"I think its probably a good idea to start thinking about what Oracle might do next.

Continue reading Who's Next? Speculating on Tech Takeovers

Who's Next? Speculating on Tech Takeovers originally appeared on BloggingStocks on Wed, 15 Sep 2010 10:30:00 EST. Please see our terms for use of feeds.

Continue reading Hurd Moves to Oracle (ORCL): A New Reason to Buy

Hurd Moves to Oracle (ORCL): A New Reason to Buy originally appeared on BloggingStocks on Tue, 07 Sep 2010 13:00:00 EST. Please see our terms for use of feeds.

"Two downgrades were just issued for Intel (INTC); these downgrades are based on the contention that, in so many words, INTC will fail to realize its revenue guidance for its third quarter," says Paul McWilliams, adding, "But I think that these analyst will be proven wrong."

The tech sector specialist and editor of Next Inning explains, "Revenue estimates provided by these analysts for all of the last five quarters have been less accurate than what you would expect if you simply pulled random numbers from a fruit jar. And, in each case, their estimates have radically underestimated INTC's performance.

Continue reading Intel: Stay Bullish, Despite Downgrades

Intel: Stay Bullish, Despite Downgrades originally appeared on BloggingStocks on Wed, 11 Aug 2010 10:00:00 EST. Please see our terms for use of feeds.

Continue reading Apple Earnings Preview: 'Underdog to Evil Empire'

Apple Earnings Preview: 'Underdog to Evil Empire' originally appeared on BloggingStocks on Tue, 20 Jul 2010 09:00:00 EST. Please see our terms for use of feeds.

In his Next Inning newsletter, he explains, "Of course, this was similar to how the pundits first reacted to the iPod when it was released. As the pundits trashed the iPad following its release, I reminded readers about the iPod story and predicted we would see the pundits about face and the stock price run up ahead of the product release."

Continue reading Inside the iPad: A Look at Apple's Suppliers

Inside the iPad: A Look at Apple's Suppliers originally appeared on BloggingStocks on Tue, 06 Apr 2010 10:00:00 EST. Please see our terms for use of feeds.

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"PMC Sierra (PMCS), my top pick for 2010, was a high-flying star during the telecom boom of 1999-2000, but crashed as the bubble of demand burst in 2001," notes Marcie Wilmot.

The contributing editor to Next Inning, a tech-savvy newsletter, suggests, "While it was rough sailing for PMCS after this crash, the company re-cast its business and operating models and is now successfully focusing on high-growth markets where it could leverage its core differentiation.

Continue reading Top Picks for 2010: PMC Sierra (PMCS)

Top Picks for 2010: PMC Sierra (PMCS) originally appeared on BloggingStocks on Sat, 09 Jan 2010 15:00:00 EST. Please see our terms for use of feeds.

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"EZchip Semiconductor (EZCH), a fabless semiconductor company that specializes in network processors, is my top pick for the coming year," says technology sector guru Paul McWilliams.

In his Next Inning newsletter, designed for sophisticated tech investors, he suggests, "I think the upside potential here in 2010 and beyond is significant.

Continue reading Top Picks for 2010: EZchip (EZCH)

Top Picks for 2010: EZchip (EZCH) originally appeared on BloggingStocks on Wed, 30 Dec 2009 10:00:00 EST. Please see our terms for use of feeds.

Paul McWilliams was one of the few to not be surprised by the upside surprises in recent quarterly earnings reports from Intel (NASDAQ: INTC), as he has been consistently more bullish than others on Wall Street.

In his Next Inning, the tech stock specialist -- who personally owns a position in the stock -- offers a detailed and in-depth review of the firm's latest results and outlook.

"For the first time in what now seems like at least a year, not a single analyst on the Intel conference call asked about whether netbook sales were 'cannibalizing' notebook sales.

Continue reading Tech guru looks inside Intel (INTC)

Tech guru looks inside Intel (INTC) originally appeared on BloggingStocks on Fri, 16 Oct 2009 09:00:00 EST. Please see our terms for use of feeds.

Paul McWilliams is well-known for his in-depth and sophisticated analysis of tech stocks in his Next Inning newsletter.

In addition to corporate metrics, he places strong emphasis on superior management. Regarding integrated circuit manufacturer Analog Devices (NYSE: ADI), he notes, "CEO Jerald Fishman really knows how to run a company."

"The numbers posted by Analog Devices and the guidance provided for its fiscal fourth fiscal quarter of 2009 (ends October 2009) were both impressive. And, when taken together, exceeded my expectations.

"As I had expected, there was an inventory adjustment that resulted in a sequential decline in excess of 18% in its shipments to Chinese wireless infrastructure suppliers.

Continue reading Sharp management boosts Analog Devices (ADI)

Sharp management boosts Analog Devices (ADI) originally appeared on BloggingStocks on Fri, 28 Aug 2009 13:15:00 EST. Please see our terms for use of feeds.

Strong results for Intel (NASDAQ: INTC) came as a surprise to Wall Street; not to tech sector specialist Paul McWilliams, who has been adamant in his forecast that the company would exceed expectations.

In his Next Inning newsletter, designed for the tech-savvy investor. the advisor suggests that the story behind Intel's success is very simple and can be summed up in the expression "x86 everywhere." Here's his assessment.

"To a great extent, Intel's Q2 report proves that Wall Street wasn't only wrong about INTC, but wrong in a big way as to how the tech industry has managed the sharp downturn that unfolded during the last nine or so months.

"While The Street expected tech companies to react as they have in the past by adapting too slowly and stuffing supply channels with tons of inventory, tech companies demonstrated they learned lessons in 2001- 2002 and immediately clamped the supply lines and held back production while channel inventory was digested.

Continue reading Intel (INTC): 'x86 everywhere'

Intel (INTC): 'x86 everywhere' originally appeared on BloggingStocks on Thu, 16 Jul 2009 10:20:00 EST. Please see our terms for use of feeds.

Technology sector expert Paul McWilliams offers an intriguing look at the new iPhone from Apple (NASDAQ: AAPL) to uncover what tech companies are supplying components.

In his Next Inning -- a newsletter that focuses solely on high tech stocks -- the advisors offers a look at the players inside the iPhone.

McWilliams explains, "A few interesting notes have come from the folks busily tearing down the new Apple iPhone 3G S since its launch.

Continue reading Inside the iPhone: A look at component makers

Inside the iPhone: A look at component makers originally appeared on BloggingStocks on Thu, 25 Jun 2009 13:40:00 EST. Please see our terms for use of feeds.

In addition to his in-depth analysis of technical and fundamental metrics, tech sector expert Paul McWilliams pays strong attention to the quality of management in his assessment of technology stocks.

In a special report from his Next Inning newsletter, he looks to a trio of tech players that he recommends as "strategic investments" based in large part on the quality of their chief executive officers.

Here's his look at Intel (NASDAQ: INTC), Hewlett-Packard (NYSE: HPQ) and Motorola (NYSE: MOT). explaining why their respective CEOs are the right people for the job.

Continue reading Tech strategy: Buy companies with the best CEOs - Intel, HP, and Motorola

Tech strategy: Buy companies with the best CEOs - Intel, HP, and Motorola originally appeared on BloggingStocks on Mon, 13 Apr 2009 14:40:00 EST. Please see our terms for use of feeds.

"Though I've long believed Garmin (NASDAQ: GRMN) was easily the best managed firm in the GPS space, it continues to feel the sting from competitive forces," says Paul McWilliams.

Here, the technology stock specialist and editor of Next Inning reviews the company and the prospects for its new entry in the cell phone market -- the nuvifone.

"As you would expect, the nuvifone is very GPS-centric with all sorts of Geo-tagging features for email, SMS and pictures. It also includes an Opera browser and is fully capable of viewing Word, Excel and PowerPoint documents and working with both personal and enterprise email systems.

"While I've not seen one in person yet, what I've heard from those who have and from what I've seen on the GRMN web site, I think the product has potential.

"The key, however, will be how the nuvifone is marketed and how well GRMN does in building an applications store, a factor that I think will be a huge differentiation driver as we move forward in the Smartphone sector.

Continue reading Garmin (GRMN): The wild card is nuvifone

Garmin (GRMN): The wild card is nuvifone originally appeared on BloggingStocks on Tue, 24 Feb 2009 12:10:00 EST. Please see our terms for use of feeds.