Digital Edition

SYS-CON.TV
Next Inning Announces Investment Opinion, Updates Outlooks for Virtualization Companies
Updated Outlooks for SanDisk, PMC-Sierra, Entropic Communications, Blue Coat Systems, and VMWare

Next Inning Technology Research (http://www.nextinning.com) announced it has updated outlooks for SanDisk, PMC-Sierra, Entropic Communications, Blue Coat Systems, and VMWare.

In a series of reports released in March, Editor Paul McWilliams advised readers it was time to buy specific tech stocks. All of his selections went up with some nearly doubling. Realizing the highs we were seeing in mid-May were unlikely to hold, McWilliams released a special report as the markets were peaking that month suggesting to his readers it was time to take some profits or at least hedge long positions with covered calls. Now that prices have declined, sharply in some cases, the big question on investors' minds is whether it’s time to jump back in. In a series of special reports coving roughly 70 of the most dynamic tech companies in the world, McWilliams presents both the data and his opinions on which stocks to buy and which to avoid. Click the link below to read his updated thoughts and enjoy a 21-day free trial of Next Inning:

In response to a subscriber's question, McWilliams wrote: “I think the change in VMWare's guidance, in and of itself, had a minimal impact on the stock in comparison to it being a wakeup call to the relatively high valuation the stock was still holding and the concern stirred by the news of a CEO change. While the new CEO certainly has sterling credentials, which is likely exactly what VMWare needs at this stage versus entrepreneurial leadership, a change of this nature, particularly when coupled with even a modest lowering of expectations, creates uncertainty...”

McWilliams also looks at these topics:
McWilliams is well known for his bearish view of memory manufacturers. However, in his special State of Tech report he advised readers that there are reasons to think differently about SanDisk at this juncture. What does he see that he thinks Wall Street is missing?

Is PMC-Sierra threatened by Broadcom's moves into the GPON market? Does McWilliams believe Wall Street has overreacted and there is reason to buy at PMC-Sierra at its currently depressed price? How does he think Entropic will be impacted by Broadcom's new GPON product that includes a MOCA interface?

Is a risk-averse Wall Street overly discounting Blue Coat and ignoring the track record of Blue Coat’s management?

Has VMWare's plunge opened up a buying opportunity for investors? Are there other players in the virtualization space McWilliams think investors should consider ahead of VMWare?

About Virtualization News
SYS-CON's Virtualization News Desk trawls the news sources of the world for the latest details of virtualization technologies, products, and market trends, and provides breaking news updates from the Virtualization Conference & Expo.

In order to post a comment you need to be registered and logged in.

Register | Sign-in

Reader Feedback: Page 1 of 1



ADS BY GOOGLE
Subscribe to the World's Most Powerful Newsletters

ADS BY GOOGLE

ChatOps is an emerging topic that has led to the wide availability of integrations between group cha...
As DevOps methodologies expand their reach across the enterprise, organizations face the daunting ch...
As Marc Andreessen says software is eating the world. Everything is rapidly moving toward being soft...
You know you need the cloud, but you’re hesitant to simply dump everything at Amazon since you know ...
Is advanced scheduling in Kubernetes achievable?Yes, however, how do you properly accommodate every ...
The cloud era has reached the stage where it is no longer a question of whether a company should mig...
The need for greater agility and scalability necessitated the digital transformation in the form of ...
In his keynote at 18th Cloud Expo, Andrew Keys, Co-Founder of ConsenSys Enterprise, provided an over...
Coca-Cola’s Google powered digital signage system lays the groundwork for a more valuable connection...
In his session at 21st Cloud Expo, Raju Shreewastava, founder of Big Data Trunk, provided a fun and ...
While some developers care passionately about how data centers and clouds are architected, for most,...
"Since we launched LinuxONE we learned a lot from our customers. More than anything what they respon...
DevOps is under attack because developers don’t want to mess with infrastructure. They will happily ...
"As we've gone out into the public cloud we've seen that over time we may have lost a few things - w...
In his session at 21st Cloud Expo, Michael Burley, a Senior Business Development Executive in IT Ser...
Sanjeev Sharma Joins June 5-7, 2018 @DevOpsSummit at @Cloud Expo New York Faculty. Sanjeev Sharma is...
We are given a desktop platform with Java 8 or Java 9 installed and seek to find a way to deploy hig...
"I focus on what we are calling CAST Highlight, which is our SaaS application portfolio analysis too...
"Cloud4U builds software services that help people build DevOps platforms for cloud-based software a...
The question before companies today is not whether to become intelligent, it’s a question of how and...