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This Week's Tech Earnings Winners and Losers: Microvision, STEC, Nvidia, and More

the Editors

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'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 303% since 2002, over six times the return of the S&P 500.

In its upcoming earnings preview, Next Inning looks at several popular stocks, including Microvision (NASDAQ: MVIS - News), Hittite Microwave (NASDAQ: HITT - News), STEC Inc. (NASDAQ: STEC - News), NetApp (NASDAQ: NTAP - News), NVIDIA (NASDAQ: NVDA - News), Applied Materials (NASDAQ: AMAT - News) and Tower Semiconductor (NASDAQ: TSEM - News).

Here is just a tiny sample of what Editor Paul McWilliams wrote about Nvidia:

"Nvidia has long supported the notion that it can deliver a better personal computing experience than a traditional x86 solution by leveraging designs combining its strong graphics processors with lower power general purpose processors. Windows 8, which will work with ARM Holdings (NASDAQ: ARMH - News) core processors, which is the basis for Tegra, and will give Nvidia its first real opportunity to test that theory. I suspect Nvidia will, as it has in the past, state its optimistic case attached to this coming event.

"Beyond personal computers and mobile devices, I suspect Nvidia will provide an optimistic view of its efforts in automotive infotainment. Here Nvidia can leverage both its graphics and general purpose processing capabilities without having to deal with its still inherent weaknesses in connectivity.

"Nvidia solved a large part of its connectivity weakness last year via the purchase of privately held Icera. Icera was a baseband processor manufacturer that had developed a solid position in data, but was just beginning to move into voice..."

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 22% year to date)

  • to be bullish on VMware (NYSE: VMW - News) ahead of earnings. (up 14% year to date)
  • to be bullish on EZChip Semiconductor (NASDAQ: EZCH - News) ahead of earnings. (up 31% year to date)
  • The Next Inning model portfolio is up 23% year to date versus 7% 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.