- Buyers Guide
David Vye, MWJ Editor
David Vye is responsible for Microwave Journal's editorial content, article review and special industry reporting. Prior to joining the Journal, Mr. Vye was a product-marketing manager with Ansoft Corporation, responsible for high frequency circuit/system design tools and technical marketing communications. He previously worked for Raytheon Research Division and Advanced Device Center as a Sr. Design Engineer, responsible for PHEMT, HBT and MESFET characterization and modeling as well as MMIC design and test. David also worked at M/A-COM's Advanced Semiconductor Operations developing automated test systems and active device modeling methods for GaAs FETs. He is a 1984 graduate of the University of Massachusetts at Dartmouth, with a concentration in microwave engineering.
NI Technology Updates Outlooks For Skyworks Solutions, Anadigics, TriQuint Semiconductor, RF Micro Devices, And Avago Technologies
Next Inning editor Paul McWilliams has leveraged a decades-long career as a semiconductor industry insider to deliver in-depth insights and winning stock selections for his newsletter subscribers.
After careful research, Next Inning has published a special report outlining what McWilliams expects will be the impact from shortages of hard-disk drives. In this report, he examines how companies in the hard-disk drive, solid-state disk drive, NAND Flash, PC, microprocessor and other semiconductor sectors will be affected. For tech investors, this is a must-read report.
Trial subscribers will receive McWilliams’ earnings previews and his 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 real-time trade alerts, are available for free to trial subscribers.
To take advantage of this offer and receive these reports for free, please visit the following link:
McWilliams covers these topics and more in his recent reports:
– When Skyworks first announced its intention to acquire Advanced Analogic, McWilliams pulled no punches; he wrote it was a bad deal and investors should avoid Skyworks’ stock. Skyworks was trading solidly in the mid-$20s then. Now that the stock has fallen all the way to the mid-teens and Skyworks was able to renegotiate for a lower price, has McWilliams changed his view on Skyworks? What points of leverage and synergy does the deal offer Skyworks?
– How does Skyworks compare to rivals Anadigics, RF Micro and TriQuint? Which of these four companies is poised to deliver the most upside for investors? Which two does McWilliams think would make a good pairing for investors interested in gaining exposure to the sector while still balancing risk and potential reward?
– Does an investment in Avago offer strong exposure to the RF semiconductor sector? What other high-profile sector is important for Avago and how does its market share there stack up against the sector leader? How much is Avago’s balance sheet worth?
Founded in September 2002, Next Inning’s model portfolio has returned 270% since its inception versus 39% 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.