Next Week's Tech Earnings Winners and Losers: Atmel, Cisco, PMC-Sierra, and More

RELATED QUOTES

SymbolPriceChange
PMCS11.650.00
ATML8.140.00
CSCO31.35+0.06
ONNN12.550.00
ALU0.00

Earnings season is upon us in the tech sector. What should investors expect from these reports? What are the key storylines to follow and are these stocks likely to trade higher or lower in the wake of their results? In NextInning.com's earnings previews, available free to trial subscribers, key storylines are evaluated, analyst expectations are audited, and in depth valuation analyses are provided to develop fair value ranges for dozens of stocks. Next Inning's model portfolio has returned 300% since 2002, nearly seven times the return of the S&P 500.

In its upcoming earnings preview, Next Inning looks at several popular stocks, including PMC-Sierra (NASDAQ: PMCS - News), Atmel (NASDAQ: ATML - News), Cisco Systems (NASDAQ: CSCO - News), ON Semiconductor (NASDAQ: ONNN - News), and Alcatel-Lucent (NYSE: ALU - News).

Here is just a tiny sample of what Editor Paul McWilliams wrote about Atmel: "The problem with Atmel is Wall Street has seen it as a one-trick pony and, as such, is now viewing its still market-leading position in touch screen control as a risk versus the virtue it priced it to be only a year ago. As I noted early last year, this positive attention was clearly warranted based on the fact that Atmel came from nowhere to become the sector leader. However, I also noted caution was in order since competitors, specifically Cypress Semiconductor (NASDAQ: CY - News), would become more visible and aggressive in 2011.

"While a portion of the decline we saw in Atmel's price last year is perfectly logical, warranted, and in line with my stated expectations, I think the stock has been oversold. As I see it, Wall Street is isn't giving Atmel enough credit for the many fundamental accomplishments it delivered during the last five years, or for the breadth of the revenue base it has developed across several strategic sectors outside touch screen. To put this in perspective, while revenue from touch-screen applications more than doubled in 2011, it still only represented about 20% of Atmel's total revenue..." Just a few of the correct calls Next Inning has already made this earnings season include:

  • to be bullish on Apple (NASDAQ: AAPL - News) ahead of earnings. (up 12% year to date)
  • to be bullish on VMware (NYSE: VMW - News) ahead of earnings. (up 13% year to date)
  • to be bullish on Triquint Semiconductor (NASDAQ: TQNT - News) to start 2012. (up 33% year to date)
The Next Inning model portfolio is up 22% year to date versus 5% for the S&P 500. Click here to start your free 21-day trial membership to Next Inning Technology Research and get McWilliams' in depth reports, earnings previews, and real-time trade alerts.

--

Get stories like this on the Yahoo app and discover more every day.
Download it now.
Loading...
  • Japan PM pledges to invest $30 bn in Africa by 2018
    Japan PM pledges to invest $30 bn in Africa by 2018 AFP News - 10 minutes ago

    Japan will pour $30 billion of investments into Africa by 2018, including $10 billion in infrastructure development, Prime Minister Shinzo Abe said Saturday at a summit in Nairobi. Abe is using the conference to meet dozens of leaders from across … More »

  • German finance minister says ECB's low interest rates 'harmful'
    German finance minister says ECB's low interest rates 'harmful' Reuters - 1 hour 16 minutes ago

    German Finance Minister Wolfgang Schaeuble on Saturday renewed his criticism of the European Central Bank's low interest rates, saying they were particularly damaging for people saving up for their retirement. "In the long run, the consequences of … More »

  • Japan’s Abe Dangles $30 Billion at Africa Leaders in Nairobi (1) Bloomberg - 1 hour 31 minutes ago

    The Asian economy’s planned investment in the continent of 1.2 billion people shows it has “faith in Africa’s future,” Abe told the heads of states gathered in Kenya’s capital, Nairobi, for the sixth Tokyo International International Conference on … More »

  • Stada shareholder AOC pushes through board reshuffle
    Stada shareholder AOC pushes through board reshuffle Reuters - 1 hour 49 minutes ago

    Activist investor Active Ownership Capital (AOC) succeeded in convincing shareholders of Stada (STAGn.DE) to remove the German drugmaker's supervisory board chairman in a voting marathon, but failed to install its candidate in the post. The … More »

  • Japan pledges $30 billion for Africa over next three years Reuters - 2 hours 12 minutes ago

    Japanese Prime Minister Shinzo Abe told African leaders on Saturday that his country will commit $30 billion in public and private support for infrastructure development, education and healthcare expansion in the continent. Resource-poor Japan has … More »

  • Iran detects malware in petrochemical plants, says not linked to recent fires Reuters - 2 hours 25 minutes ago

    Iran has detected and removed malicious software from two of its petrochemical complexes, a senior military official said on Saturday, after announcing last week it was investigating whether recent petrochemical fires were caused by cyber attacks. … More »

  • A monumental task: Getting Mainers to support a new park
    A monumental task: Getting Mainers to support a new park Associated Press - 2 hours 45 minutes ago

    Among the empty storefronts on once-bustling Penobscot Avenue, longtime resident Jean McLean stood in her art gallery, the sole employee left at a business that once had three. "Right now, it's pretty ... … More »

  • Exclusive - Iraq plans to sell oil through Iran if talks with Kurds fail Reuters - 3 hours ago

    Iraq's government would consider selling crude through Iran should talks with the autonomous Kurdish region on an oil revenue-sharing agreement fail, a senior oil ministry official in Baghdad told Reuters. Iraq's State Oil Marketing Organisation … More »

  • Iraq willing to play active role in propping up oil prices - minister
    Iraq willing to play active role in propping up oil prices - minister Reuters - 3 hours ago

    Iraq is willing to play an active role within OPEC to support oil prices, its oil minister Jabar Ali al-Luaibi said on Saturday, without clarifying whether it was prepared to back a possible agreement to freeze output. "Iraq is seeking to play an … More »

  • Exlusive - Iraq plans to sell oil through Iran if talks with Kurds fail
    Exlusive - Iraq plans to sell oil through Iran if talks with Kurds fail Reuters - 3 hours ago

    Iraq's government would consider selling crude through Iran should talks with the autonomous Kurdish region on an oil revenue-sharing agreement fail, a senior oil ministry official in Baghdad told Reuters. Iraq's State Oil Marketing Organisation … More »

  • When death comes to stay: one Italian village's story
    When death comes to stay: one Italian village's story AFP News - 4 hours ago

    Nowhere was hit harder by the earthquake that brought death and devastation to a remote corner of central Italy this week than Saletta. Fewer than 20 people are permanent residents of the picturesque hamlet. On Wednesday, with the population … More »

  • Stronger Case for Fed Rate Rise Increases Volatility in Asia Bloomberg - 4 hours ago

    The Fed next meets Sept. 20-21 just hours after the Bank of Japan announces the results of its comprehensive review and decides policy, with Bank of Japan Governor Haruhiko Kuroda saying the review wouldn’t lead to a shrinking of policy. "A rate … More »

  • US, Russia move closer to new Syria ceasefire after talks
    US, Russia move closer to new Syria ceasefire after talks AFP News - 7 hours ago

    Washington and Moscow have made key steps towards agreeing a new ceasefire in Syria, but a final deal has not been reached, US Secretary of State John Kerry and his Russian counterpart said after talks Friday. Kerry and Russian Foreign Minister … More »

  • VTTI says it resumes operations at Malaysia terminal Reuters - 10 hours ago

    SINGAPORE, Aug 27 (Reuters) - VTTI, the storage unit of world's largest oil trader Vitol, said late on Friday it has resumed operations at its Malaysia terminal ATT Tanjung Bin (ATB). "The suspension ... … More »

  • Most Read on Bloomberg: Good-But-Busted ETFs, Drifting Stocks Bloomberg - 10 hours ago

    (Bloomberg) -- The most-read Bloomberg News reports from the past week are listed below. The rankings are based on daily statistics through Aug. 27. … More »

  • China July industrial profits rise, buoyed by increased sales, falling costs Reuters - 12 hours ago

    Profits earned by China's industrial firms grew at their fastest pace in four months in July, aided by a pick-up in sales and reduced costs, the statistics bureau said on Saturday. Profits in July rose 11.0 percent to 523.01 billion yuan, the … More »

  • 4 Lessons I Learned After Marrying My Foreigner Wife DollarsAndSense.sg - 13 hours ago

    Discuss your past. Discuss your future. The post 4 Lessons I Learned After Marrying My Foreigner Wife appeared first on DollarsAndSense.sg. … More »

  • Business Highlights Associated Press - 15 hours ago

    ___ Yellen suggests rate hike is coming but offers no timetable Federal Reserve Chair Janet Yellen said Friday that the case for raising interest rates has strengthened in light of a solid job market and ... … More »

  • California governor signs bill banning coal-export funding Associated Press - 16 hours ago

    California Gov. Jerry Brown signed legislation Friday banning state transportation funding for new coal export terminals. The bill represents a victory for environmentalists as they campaign aggressively ... … More »

  • Dollar rises following Yellen remarks on rate hikes AFP - 17 hours ago

    The dollar rose Friday against the euro, the yen and the British pound following remarks from the US central bank favoring a near-term increase in interest rates. In a much-anticipated address, US Federal ... … More »

  • Global markets drift after Yellen speech
    Global markets drift after Yellen speech AFP News - 17 hours ago

    European and US equities markets were split on Friday after US Fed chief Janet Yellen suggested interest rates could rise in the near-term. In words carefully parsed by market watchers, Yellen said recent months had seen conditions in the US … More »

  • How the Dow Jones industrial average fared on Friday Associated Press - 18 hours ago

    Stocks ended on a weak note Friday after Federal Reserve officials said the case has strengthened for raising interest rates above the super-low levels that have helped fuel a seven-year bull market. Phone ... … More »

  • Stocks end mostly lower after Yellen speech
    Stocks end mostly lower after Yellen speech Associated Press - 18 hours ago

    Stocks ended mostly lower on Friday after Federal Reserve officials said the case has strengthened for raising interest rates above the super-low levels that have helped fuel a seven-year bull market. ... … More »

  • UN ready to help Colombia peace deal
    UN ready to help Colombia peace deal AFP News - 18 hours ago

    The UN Security Council on Friday warmly welcomed the historic peace deal reached between Colombia's government and FARC rebels, and pledged to help ensure the agreement takes hold. The council met behind closed doors two days after the Bogota … More »

  • Kerry, Lavrov hold marathon Syria talks
    Kerry, Lavrov hold marathon Syria talks AFP News - 18 hours ago

    US Secretary of State John Kerry and Russian Foreign Minister Sergei Lavrov held marathon talks in Geneva on Friday for an expected push towards resuming peace talks for war-ravaged Syria. Asked during a break how the meeting was proceeding, Lavrov … More »

 
Recent Quotes
Symbol Price Change % Chg 
Your most recently viewed tickers will automatically show up here if you type a ticker in the "Enter symbol/company" at the bottom of this module.
You need to enable your browser cookies to view your most recent quotes.
 
Sign-in to view quotes in your portfolios.

MARKET MOVERS

  • Most Actives
    Most Actives
    NamePriceChange% Chg
    0.129+0.001+0.78%
    N21.SI
    1.855-0.040-2.11%
    MC0.SI
    2.84+0.02+0.71%
    C52.SI
    4.22-0.05-1.17%
    Z74.SI
    0.58-0.01-1.69%
    5TP.SI
  • % Gainers
    % Gainers
    NamePriceChange% Chg
    0.29+0.08+38.10%
    5VI.SI
    0.36+0.07+22.03%
    BPF.SI
    0.192+0.030+18.52%
    AYD.SI
    0.27+0.04+17.39%
    BLU.SI
    0.40+0.05+14.29%
    BFK.SI
  • % Losers
    % Losers
    NamePriceChange% Chg
    0.205-0.055-21.15%
    BTJ.SI
    0.34-0.06-15.00%
    BCD.SI
    0.39-0.06-13.33%
    AYB.SI
    0.31-0.04-11.43%
    5VP.SI
    0.24-0.02-9.43%
    BAZ.SI

Market Data

  • Currencies
    Currencies
    NamePriceChange% Chg
    1.3582+0.0051+0.38%
    USDSGD=X
    1.5196-0.0071-0.47%
    EURSGD=X
    1.7809-0.0034-0.19%
    GBPSGD=X
    74.6820+0.437+0.59%
    SGDJPY=X
    5.7047-0.0235-0.41%
    SGDHKD=X
    2.9663+0.0023+0.08%
    SGDMYR=X
    9,748.1885-70.3965-0.72%
    SGDIDR=X
    4.9062-0.0141-0.29%
    SGDCNY=X
    1.0263-0.0043-0.42%
    AUDSGD=X
  • Commodities
    Commodities
    NamePriceChange% Chg
    1,324.00-0.60-0.05%
    GCZ16.CMX
    18.63+0.14+0.76%
    SIU16.CMX
    95.80-0.72-0.74%
    ^XAU
    2.080.00+0.10%
    HGU16.CMX
    47.29-0.04-0.08%
    CLV16.NYM
  • Bonds
    Bonds
    TreasuryYield (%)Yield Change
    1.24+0.08
    ^FVX
    1.63+0.06
    ^TNX
    2.30+0.03
    ^TYX