BOSTON, Aug. 27, 2004 (PRIMEZONE) -- The pmcw Report (http://www.pmcwreport.net), a subscription financial newsletter focused on semiconductor and technology stocks, announced today that it has provided to its members analysis of recent semiconductor company earnings reports, including coverage of Catalyst Semiconductor (Nasdaq:CATS).
The pmcw Report looks at the primer drivers behind Catalyst's solid quarter, including the positive changes to the company's balance sheet, and discusses the environment for the rest of 2004 and into 2005.
The pmcw Report also recently examined the question, "Is The Semiconductor Party Over?" and includes coverage of Linear Technology (Nasdaq:LLTC), Intel (Nasdaq:INTC) and Advanced Micro Devices (NYSE:AMD).
"While we expect to see year over year growth to shrink from what was posted during the first half, we don't expect to see year-over-year declines any time soon," Paul McWilliams, publisher of The pmcw Report said. McWilliams is a 20+-year industry veteran and was ranked by SmartMoney as one of the thirty most influential people in investing.
"Probably the best way to define the cyclical peaks is to evaluate the 12-month rolling average. We track 3-, 6-, 9- and 12-month rolling averages. The 12-month rolling average currently stands at $16.1B and we expect it to move up to about $17.0B by the end of the year. From my perch, this is a clear indication the cycle has yet to peak."
Technology investors can sign up for a free thirty-day trial to his service by clicking: http://www.pmcwreport.net/join.php3?refer=BW18
Founded in September 2002, the pmcw Report's model equity portfolio has returned a staggering 215% well outdistancing the Nasdaq's 43% gain over the same period.
About The pmcw Report
The pmcw Report is an investment newsletter focused on the technology and semiconductor sectors and is managed by technology veteran Paul McWilliams and RagingBull.com founder Rusty Szurek. Members enjoy daily postings and a model portfolio.
NOTE: Indie Research LLC, publisher of The pmcw Report, is not a registered broker dealer, registered investment adviser or registered research analyst.