Virtualization Technology News and Information
Next Inning Technology Publishes State of Tech Reports: Updates Outlooks for VMWare and Others
Next Inning Technology Research (, a subscription service focused on semiconductor and technology stocks, announced it has published its State of Tech Report, updating outlooks for Cisco Systems (Nasdaq: CSCO), Motorola (NYSE: MOT), EMC (NYSE: EMC), VMWare (NYSE: VMW), and Sun Microsystems (Nasdaq: JAVA).

New subscribers will also receive Next Inning's Q3 State of Tech report, a $149 value, free when they sign up for a complimentary 21-day trial subscription to Next Inning. Running for the next several weeks, the State of Tech reports serve as a guide for investors that will help them pick the winners and avoid the losers during the upcoming earnings season; now is the time to dress your portfolio for success! The State of Tech report is nearly 100 pages chock-full of charts, tables, and actionable investment commentary:

In his State of Tech report covering original equipment manufacturers, Editor Paul McWilliams wrote: In both our June 2006 and September 2006 State of Tech reports I mused that either I was seeing something in EMC that Wall Street was missing or seeing something that is not really there. In the June 2006 report, I suggested that EMC would prove to be a good buy at its then current price, which was bouncing between the high $10s and low $11s. In the September 2006 report I suggested that EMC was still a good buy at its then current range of the high $11s to the low $12s. As the story unfolded, it became clear it was Wall Street that was missing something. In realizing that Wall Street was catching on to the EMC story and knowing that an S-1 filing for the VMWare IPO was nearing, I increased my accumulation range for EMC in our April 2007 State of Tech report to the low $14s. As it turned out, April 13th, the day after our report was published, was the last day to buy EMC in that range; albeit nine months late, Wall Street was finally catching on...

McWilliams also looks at these topics:

-- Might investors interested in high-flying VMWare be better off putting their money EMC? McWilliams provides the information investors need to understand the arbitrage between EMC and VMWare.

-- When Cisco was trading in the low $19s, it was McWilliams favorite ultra-large-cap company. Now that the stock has moved almost 75% higher, does he still think Cisco is an attractive investment?

-- Earlier this year, McWilliams predicted that the analysts covering Motorola would sharply drop their earnings estimates for the troubled company. Now that this has happened, does he think investors should consider some positive events that are going on behind the scenes?

-- Why might Sun Microsystems make for an intriguing investment heading into Q3 earnings?

Founded in September 2002, Next Inning's model portfolio has returned 307% since its inception versus 109% for the Nasdaq.

Published Friday, September 28, 2007 5:32 AM by David Marshall
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