Next Inning Technology Research Analyzes Q2 Semiconductor Inventory Levels in the Contract Manufacturing Segment


BOSTON, Sept. 8, 2004 (PRIMEZONE) -- Next Inning Technology Research (http://www.nextinning.com), formerly The pmcw Report, a subscription service focused on semiconductor and technology stocks, announced today that it has provided to members a special report entitled "Q2 State of Technology Inventory Levels."

"Q2 State of Technology Inventory Levels" investigates the five "forces" that contributed to the rise in certain inventory levels during Q2 and analyzes over fifty different companies across eight sectors, including Contract Manufacturing. Companies with exposure to this sector include Jabil (NYSE:JBL), Flextronics (Nasdaq:FLEX), Solectron (NYSE:SLR) and Sanmina-SCI (Nasdaq:SANM), among other companies.

The report, a $149 value, is available free to new subscribers who sign up for a free thirty-day trial subscription to Next Inning Technology Research at: https://www.nextinning.com/subscribe/index.php?refer=zone2

"For us, this was one of the biggest surprises of the entire Q2 review. We fully expected contract manufacturers to get stuck with the proverbial inventory bag in Q2. However, somehow they managed to lower their inventory to sales ratio," Paul McWilliams, editor of Next Inning Technology Research, writes in the report.

In his analysis, McWilliams also reveals the secrets of a proprietary leading indicator related to the Inventory to Sales ratio. McWilliams illustrates how following this indicator since 1999 would have returned 249% versus a -21% loss for the NASDAQ over the same timeframe. In his report, McWilliams analyzes how the I:S ratio is shifting and whether that shift is bullish or bearish.

Founded in September 2002, the Next Inning's model equity portfolio has returned a staggering 200%, well outdistancing the NASDAQ's 43% gain over the same period.

Technology investors can sign up for a free thirty-day trial to Next Inning's service, including access to the "Q2 State of Technology Inventory Levels" special report, by clicking here: https://www.nextinning.com/subscribe/index.php?refer=zone2

About Next Inning Technology Research

Next Inning Technology Research, formerly The pmcw Report, is a subscription financial newsletter focused on technology and semiconductors stocks. Editor Paul McWilliams is a 20+-year industry veteran and was ranked by SmartMoney as one of the thirty most influential people in investing.

NOTE: Indie Research, LLC and Vizue, LLC, publishers of Next Inning Technology Research, are not registered broker dealers, registered investment advisers or registered research analysts.



            

Contact Data