BOSTON, Dec. 14, 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 a special report entitled "Q3 2004 Tech Sector Analysis."
In this special report, Next Inning Editor Paul McWilliams analyzes eight financial metrics from seventy-five companies to create a full-picture view of the current health (including inventory levels) of the technology sector.
McWilliams provides in-depth analysis and investment commentary regarding ten sectors, including the Semiconductor Equipment and Distributor sectors.
Companies with exposure to this sector include Teradyne (NYSE:TER), Applied Materials (Nasdaq:AMAT), Novellus Systems (Nasdaq:NVLS), Avnet (NYSE:AVT) and Arrow Electronics (NYSE:ARW), among others.
The report, a $149 value, is available free to new members who sign up for a free trial subscription to Next Inning Technology Research at:
https://www.nextinning.com/subscribe/index.php?refer=zone27
"It was no surprise to see Distribution margins fall - (these companies) got caught in the middle of the inventory squeeze between suppliers and customers and, as a result, the laws of supply and demand crunched their profit margins," Paul McWilliams, editor of Next Inning Technology Research, writes in the report. "While data leads us to conclude the Distribution sector is in better shape than many seem to think, we very concerned about the migration of their traditional business to Asia."
In his analysis, McWilliams reveals why the semiconductor sector should be viewed with the long-term in mind, and why investors may see "appreciable dips" in semiconductor stock prices during 2005. Over the past few months, McWilliams has extensively commented to Next Inning members about how he is managing his model portfolio, with such a possible downturn in mind, and pointed out potential near to mid-term "sweet spots."
Founded in September 2002, Next Inning's model equity portfolio has returned a staggering 221%, well outdistancing the Nasdaq's 59% gain over the same period.
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.