PRINCETON, N.J., Nov. 22, 2010 /PRNewswire/ -- Next Inning
Technology Research (http://www.nextinning.com), an online
investment newsletter focused on semiconductor and technology
stocks, has published updated outlooks for Blue Coat Systems
(Nasdaq: BCSI), Cisco Systems (Nasdaq: CSCO), FalconStor Software
(Nasdaq: FALC), F5 Networks (Nasdaq: FFIV) and Isilon Systems
(Nasdaq: ISLN).
Editor Paul McWilliams has
displayed uncanny accuracy in identifying winners and losers during
this challenging and historic period for the markets. After calling
the rally that started in March 2009
to the day and providing Next Inning readers with buy
recommendations that in some cases returned in excess of 400%, he
advised readers on May 3, 2010 that
the markets were heading for a correction. By the end of the
day, the correction started.
In his June 7th Strategy Review,
McWilliams advised readers we would see stocks rally in July, but
that the rally would be followed by another selloff in August. As
we know now, both events materialized as predicted. On
August 30th, Next Inning published
McWilliams' Fall Strategy Review that outlines what he expects from
the markets during the coming three months and naming five stocks
he thinks will hit new highs before the close of the year.
Investors are invited to read McWilliams' market insights
with no obligation during a 21-day risk-free trial.
Trial subscribers will receive the Next Inning Fall Strategy
Review and highly acclaimed State of Tech reports that offer
in-depth, sector-by-sector coverage of over 65 leading tech
companies and specific guidance on which stocks he thinks investors
should own and which should be avoided. These reports, as
well as McWilliams' regular commentary and detailed earnings
previews, are available for free to trial subscribers.
In addition, subscribers will have access to McWilliams' daily
commentary and actionable alerts. To take advantage of this
offer and receive these reports for free, please visit the
following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1121
In a special June 2009 report,
McWilliams provided Next Inning readers with a list of six
companies he predicted would be acquisition targets. So far, four
of those six have been acquired. The most recent, Isilon,
provided investors with a return greater than 725%.
In a special report that was published this morning, McWilliams
reviews these predictions, provides an updated list of companies
that could become acquisition targets in the future and explains in
detail why large companies like Hewlett-Packard and EMC are willing
to pay what appear to be eye-popping premiums for the companies
they are acquiring:
-- McWilliams suggested buying Isilon in June 2009 when the stock was trading for only
$4.10. Last week EMC announced
it would make a tender offer for Isilon shares at $33.85. Why is EMC offering such a
monstrous premium for Isilon. Is this a good deal for EMC and
a fair price for Isilon shareholders? What might Isilon be
worth if it were run as a stand-alone business?
-- McWilliams advised readers to sell FalconStor last January at
$3.30 when the company warned its Q4
2009 results would be reported far below its original expectations.
FalconStor has since announced the "resignation" of its CEO
amid accusations he made improper payments to a FalconStor
customer. Might the weakness in FalconStor shares, which currently
trade in the $2s, make it an easy acquisition for
Hewlett-Packard?
-- Why might Cisco be interested in acquiring either F5 Networks
or Blue Coat systems? How much could Cisco rationalize paying
for these companies and why could a substantial premium over a
rational stand-alone value be justified? Which company does
McWilliams think would be a better solution for Cisco's weak
performance in the security market?
-- What other companies does McWilliams see as good acquisition
targets? What upside premiums does he think these companies could
merit if they become acquisition targets?
Founded in September 2002, Next
Inning's model portfolio has returned 305% 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.
CONTACT: Marcia Martin, Next
Inning Technology Research, +1-888-278-5515
SOURCE Indie Research Advisors, LLC