BOSTON, Oct. 14, 2004 (PRIMEZONE) -- Next Inning Technology Research (http://www.nextinning.com), a subscription service focused on semiconductor and technology stocks, recently provided detailed coverage of Intel's (Nasdaq:INTC) third quarter results.
Founded in September 2002, Next Inning's model equity portfolio has returned a staggering 215%, well outdistancing the Nasdaq's 49% gain over the same period.
"While we're pleased Intel came in slightly above the mid-point of their reduced guidance range and it appears record notebook sales (record server sales too) drove the upside, both factors as we predicted to our readers in September, we're not nearly as impressed as the headlines or markets," Next Inning Editor, Paul McWilliams said.
Other topics and developments reviewed by Next Inning include:
-- Why Intel's claim that it had not lost market share in processors appears to be false.
-- Why, despite strong higher-margin server sales, Intel's gross margin shrank.
-- How Intel appears to be over-playing the inventory correction card and what McWilliams believes the real culprit behind smaller growth is.
-- Why Intel's numbers suggest that there is little upside for Intersil's (Nasdaq:ISIL) power management group in its upcoming quarter.
-- What Intel is doing in the FLASH space and why McWilliams remains concerned for Silicon Storage (Nasdaq:SSTI).
Technology investors can gain access to McWilliams' complete commentary by signing up for a free thirty-day trial to Next Inning's service by clicking here:
https://www.nextinning.com/subscribe/index.php?refer=zone9
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. They will also receive a free copy of McWilliams' thirteen-page report covering semiconductor cycles -- past, present and future.
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.