BOSTON, April 21, 2004 (PRIMEZONE) -- The pmcw Report recently published an update providing opinions on many of the semiconductor and technology companies slated to announce earnings later this week.
The pmcw Report ( http://www.pmcwreport.net/ ) is a subscription financial newsletter focused on technology and semiconductor companies. It is published by Paul McWilliams, a 20+ year industry veteran and ranked by SmartMoney as one of the thirty most influential people in investing.
In the fall of 2002, McWilliams was one of the first to call the semiconductor turnaround. The pmcw Report's model equity portfolio has returned a staggering 324% since its September 2002 inception, well outdistancing the NASDAQ's 52% gain over the same period. Since the first of the year, the report's equity positions have gained over 22%, versus a 1% loss for the NASDAQ.
In his latest update, McWilliams provided commentary on the following companies: KLA-Tencor (Nasdaq:KLAC), Kulicke & Soffa (Nasdaq:KLIC), Lattice Semiconductor (Nasdaq:LSCC), Maxtor (NYSE:MXO), MIPS Technology (Nasdaq:MIPS), Optibase (Nasdaq:OBAS), QUALCOMM (Nasdaq:QCOM), QuickLogic (Nasdaq:QUIK), Silicon Storage Technology (Nasdaq:SSTI), STMicroelectronics (NYSE:STM), Tellabs (Nasdaq:TLAB), Alliance Semiconductor (Nasdaq:ALSC), Broadcom (Nasdaq:BRCM), C-COR (Nasdaq:CCBL), Integrated Device Technology (Nasdaq:IDTI), Integrated Silicon Solutions (Nasdaq:ISSI), Micrel (Nasdaq:MCRL), Microchip Technology (Nasdaq:MCHP), Microsemi (Nasdaq:MSCC), Power-One (Nasdaq:PWER), Actel (Nasdaq:ACTL).
In his commentary McWilliams often included if he thought the company would beat consensus estimates, what kind of guidance the company might provide and in some cases included his high-level thoughts on the company as a potential investment, including his "fair value" price.
McWilliams also recently posted his first quarter review of the semiconductor market including opinions as to what investors should expect for the remainder of 2004. He provided readers with the insights he gained from discussing the current cycle with his many field contacts. Topics covered include:
-- Where does the industry stand in relation to the records set in 2000?
-- What do semiconductor cycles have in common?
-- How long do semiconductor cycles last?
-- Where does China fit in the world of semiconductors?
Those interested in learning what McWilliams wrote in his latest update can sign up for a free thirty-day trial to his service by clicking: http://www.pmcwreport.net/join.php3?refer=PZ32
About the pmcw Report
The pmcw Report is a newsletter managed by technology veteran Paul McWilliams and RagingBull.com founder Rusty Szurek. Members enjoy daily postings and a model portfolio.
To learn more please visit: http://www.pmcwreport.net/join.php3?refer=PZ32