Artificial Intelligence Authors: Yeshim Deniz, Elizabeth White, Pat Romanski, Zakia Bouachraoui, William Schmarzo

News Feed Item

NI Technology Releases its State of Tech Report Providing 2012 Outlooks and Forecasts for EMC, VMWare, NetApp, Citrix and Alcatel-Lucent

PRINCETON, N.J., Jan. 23, 2012 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), announces the release of its earnings previews and its 2012 outlooks for Citrix Systems (Nasdaq: CTXS), EMC (NYSE: EMC), NetApp (Nasdaq: NTAP), VMWare (NYSE: VMW), and Alcatel-Lucent (NYSE: ALU).

Next Inning readers leverage the insight you can only get from an industry insider.  Next Inning editor Paul McWilliams was a tech industry executive for more than two decades.  Not only does he know how things work from the inside and how to spot a winning business model, he also has a long and successful record of picking winning stocks.

The OEM State of Tech report, which was published this morning, is the sixth in a series of reports that analyzes various tech sectors from the ground up.  This report covers some of the largest OEM tech companies in the world.  In its 25 pages, it includes 11 tables providing fundamental data and valuation analysis as well as detailed commentary, forecasts and actionable ideas for the various companies that are making headlines today.

Next Inning has already published its State of Tech Reports on broadband and smartphone semiconductor companies, digital semiconductor companies, electronic manufacturing services (EMS) companies, analog and mixed-signal semiconductor companies as well as a special in-depth report focused on Intel and its competitors.

Next Inning trial subscribers now have a rare opportunity to gain access to these valuable reports filled with actionable ideas on over five dozen stocks, via a free, no-strings-attached, trial subscription.

To take advantage of this offer and receive these reports for free, please visit the following link:


Trial subscribers will also receive McWilliams' regular commentary and real-time trade alerts in his Next Inning model portfolio, up 16% year to date.


McWilliams covers these topics and more in his recent reports:

  • A year ago, McWilliams suggested that investors interested in virtualization should favor Citrix over VMWare.  As it turned out, Citrix modestly outperformed VMWare.  Going forward, which stock does McWilliams think investors should hold for 2012?  What does he think about splitting the bet and holding both or pairing VMWare's big brother, EMC, with a position in Citrix? 
  • A year ago, McWilliams suggested that NetApp shareholders sell and move proceeds to EMC.  During the year that followed, NetApp lost more than a third of its value while EMC held essentially flat.  Does McWilliams believe EMC is still the stock to hold going forward?  What is his price target for EMC?  What is the appropriate way to calculate EMC's value given its 80% ownership of VMWare?  What trends does McWilliams think will continue to favor EMC and VMWare?
  • What three distinct challenges did Alcatel-Lucent face in 2011? Will these challenges continue into 2012? Did Alcatel-Lucent make the right move in deciding to sell its customer contact software business Genesys? What is McWilliams' earnings forecast for Alcatel-Lucent in 2012? Could Alcatel-Lucent shares double or even triple from current levels this year?

Founded in September 2002, Next Inning's model portfolio has returned 286% since its inception versus 45% for the S&P 500.  Year-to-date in 2012, the Next Inning model portfolio is up 17% after only 13 trading days.

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

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

IoT & Smart Cities Stories
René Bostic is the Technical VP of the IBM Cloud Unit in North America. Enjoying her career with IBM during the modern millennial technological era, she is an expert in cloud computing, DevOps and emerging cloud technologies such as Blockchain. Her strengths and core competencies include a proven record of accomplishments in consensus building at all levels to assess, plan, and implement enterprise and cloud computing solutions. René is a member of the Society of Women Engineers (SWE) and a m...
Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life settlement products to hedge funds and investment banks. After, he co-founded a revenue cycle management company where he learned about Bitcoin and eventually Ethereal. Andrew's role at ConsenSys Enterprise is a mul...
In his general session at 19th Cloud Expo, Manish Dixit, VP of Product and Engineering at Dice, discussed how Dice leverages data insights and tools to help both tech professionals and recruiters better understand how skills relate to each other and which skills are in high demand using interactive visualizations and salary indicator tools to maximize earning potential. Manish Dixit is VP of Product and Engineering at Dice. As the leader of the Product, Engineering and Data Sciences team at D...
Dynatrace is an application performance management software company with products for the information technology departments and digital business owners of medium and large businesses. Building the Future of Monitoring with Artificial Intelligence. Today we can collect lots and lots of performance data. We build beautiful dashboards and even have fancy query languages to access and transform the data. Still performance data is a secret language only a couple of people understand. The more busine...
Nicolas Fierro is CEO of MIMIR Blockchain Solutions. He is a programmer, technologist, and operations dev who has worked with Ethereum and blockchain since 2014. His knowledge in blockchain dates to when he performed dev ops services to the Ethereum Foundation as one the privileged few developers to work with the original core team in Switzerland.
Whenever a new technology hits the high points of hype, everyone starts talking about it like it will solve all their business problems. Blockchain is one of those technologies. According to Gartner's latest report on the hype cycle of emerging technologies, blockchain has just passed the peak of their hype cycle curve. If you read the news articles about it, one would think it has taken over the technology world. No disruptive technology is without its challenges and potential impediments t...
If a machine can invent, does this mean the end of the patent system as we know it? The patent system, both in the US and Europe, allows companies to protect their inventions and helps foster innovation. However, Artificial Intelligence (AI) could be set to disrupt the patent system as we know it. This talk will examine how AI may change the patent landscape in the years to come. Furthermore, ways in which companies can best protect their AI related inventions will be examined from both a US and...
Bill Schmarzo, Tech Chair of "Big Data | Analytics" of upcoming CloudEXPO | DXWorldEXPO New York (November 12-13, 2018, New York City) today announced the outline and schedule of the track. "The track has been designed in experience/degree order," said Schmarzo. "So, that folks who attend the entire track can leave the conference with some of the skills necessary to get their work done when they get back to their offices. It actually ties back to some work that I'm doing at the University of San...
When talking IoT we often focus on the devices, the sensors, the hardware itself. The new smart appliances, the new smart or self-driving cars (which are amalgamations of many ‘things'). When we are looking at the world of IoT, we should take a step back, look at the big picture. What value are these devices providing. IoT is not about the devices, its about the data consumed and generated. The devices are tools, mechanisms, conduits. This paper discusses the considerations when dealing with the...
Bill Schmarzo, author of "Big Data: Understanding How Data Powers Big Business" and "Big Data MBA: Driving Business Strategies with Data Science," is responsible for setting the strategy and defining the Big Data service offerings and capabilities for EMC Global Services Big Data Practice. As the CTO for the Big Data Practice, he is responsible for working with organizations to help them identify where and how to start their big data journeys. He's written several white papers, is an avid blogge...