BOSTON, Oct. 1, 2004 (PRIMEZONE) -- Next Inning Technology Research (http://www.nextinning.com), a subscription service focused on semiconductor and technology stocks, announced today that it has provided to members coverage of the Semiconductor Industry Association's (SIA) August 2004 worldwide semiconductor sales report.
Founded in September 2002, the Next Inning's model equity portfolio has returned a staggering 209%, well outdistancing the Nasdaq's 43% gain over the same period.
Over the past month Next Inning has commented extensively on a number of semiconductor companies including: Broadcom (Nasdaq:BRCM), National Semiconductor (NYSE:NSM), Altera (Nasdaq:ALTR), Advanced Micro Devices (NYSE:AMD), among many others.
"We're slightly more encouraged by this (August's) data and other inputs we've seen and heard this week. However, our optimism is still very guarded. The simple fact is capacity has increased and demand is more centered around consumer spending than ever before," Next Inning Editor Paul McWilliams said.
Key points covered in McWilliams' analysis include:
-- How did August's actual results compare with Next Inning's forecast?
-- Were the results a positive or negative surprise and what should semiconductor investors look for in the months ahead?
-- Was the jump in average selling price (ASP) a sign that pricing power has returned to the sector?
Technology investors can sign up for a free thirty-day trial to Next Inning's service, by clicking here:
https://www.nextinning.com/subscribe/index.php?refer=zone5
Trial members receive free access to Next Inning's "Q2 State of Technology Inventory Levels" special report which covered over fifty companies whose quarterly sales totaled over $90B. The report has a retail value of $149.
About Next Inning Technology Research
Next Inning Technology Research is a subscription financial newsletter focused on technology and semiconductors stocks. Editor Paul McWilliams is a 20+-year industry veteran and 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.