NI Technology Updates Outlooks for FormFactor, Towerstream, Finisar, JDS Uniphase and Applied Materials
In a June 2010 report covering the semiconductor package and test sector, McWilliams advised Next Inning readers to avoid FormFactor. The stock went down almost immediately following the report and now trades 60% lower. With FormFactor now trading below its net cash value, should investors consider picking up shares at a bargain price? McWilliams suggested buying Towerstream while the stock was trading below $2. During the last two days it has moved up over 30%. Does McWilliams think the demise of the proposed merger between AT&T and T-Mobile is good news for TowerStream and its WiFi offload strategy? Can investors expect AT&T and T-Mobile to increase their capital investment going forward? What has happened in the last 12 months that has made WiFi offload deals even more likely? Why is it that even giant AT&T can’t readily duplicate TowerStream’s New York City WiFi network? Wall Street has been busy selling off shares of Finisar and JDS Uniphase based on the premise that fiber to the home (FTTH) projects will further lower revenue for these two leaders in fiber optics. Is that the right way to look at the fiber optics industry or are there more important factors Wall Street is missing? Why might the acceleration of Remote Optical Add / Drop Multiplexers (ROADM) more than offset slower demand for FTTH deployments? Which of the two leaders does McWilliams think will benefit most and what does he think will drive its upside? What does the proposed merger between Lam Research and Novellus mean for Applied Materials? Are the terms of the merger favorable for Lam Research and Novellus employees? What does McWilliams think will drive the share price of Lam Research higher immediately following the completion of the merger?
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About Next Inning:
Next Inning is a subscription-based investment newsletter that provides regular coverage on more than 150 technology and semiconductor stocks. Subscribers receive intra-day analysis, commentary and recommendations, as well as access to monthly semiconductor sales analysis, regular Special Reports, and the Next Inning model portfolio. Editor Paul McWilliams is a 30+ year semiconductor industry veteran.
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