BOSTON, Feb. 16, 2004 (PRIMEZONE) -- The pmcw Report (http://www.pmcwreport.net/) is proud to highlight earnings previews for the week of February 15th. The pmcw Report is a subscription investment newsletter started by twenty-year semiconductor veteran Paul McWilliams and Ragingbull.com co-founder, Rusty Szurek. McWilliams was also named by SmartMoney as one of the 30 most influential people in the world of investing.
Started in September 2002, the pmcw Report's model equity portfolio has returned a staggering 368%, well outdistancing the Nasdaq's 57% gain over the same period. Since January 1st, 2004, the report's equity positions have gained over 27%.
In his latest weekly report, McWilliams updated the buy and accumulate ranges for his Focus Stocks. His leading Focus Stock is a TriMedia infrastructure provider that is up 70% year-to-date.
This week he commented on the upcoming earnings reports for the following companies (snippets of his comments are included in quotes):
Arrow Electronics (NYSE:ARW) ". . . I have absolutely no doubt ARW will turn in a strong quarter and optimistic guidance."
Bell Microproducts (Nasdaq:BELM) ". . . I feel they have a good chance of beating the street. If they do and you can quickly grab some shares there's a very good chance you'll be able to turn a 20% to 40% profit in a matter of days or weeks."
Ditech Communications (Nasdaq:DITC) ". . . I'm not sure how valuable their technology will be as we move towards an all digital packet based network."
Kopin (Nasdaq:KOPN) ". . . with business going well for manufacturers using these advanced processes, business at KOPN should be good too."
ADC Telecom (Nasdaq:ADCT) ". . . with operating costs now in line with revenue I feel they have a good chance to increase profits faster than sales and provide the market with upside surprises as we move forward."
BEA Systems (Nasdaq:BEAS) ". . . is trading pretty flat to where it closed the year and I don't think significant growth expectations are still built into the stock. This gives BEAS the potential to prove everyone wrong, but it's not a bet I'm willing to make."
Ramtron Intl. (Nasdaq:RMTR) ". . . sales at RMTR dropped in the last reported quarter and were essentially flat in the previous three. I've never cared much for the company or management, but some still "believe" FRAM will do something great "tomorrow". My opinion is tomorrow will always be another day away for RMTR."
NeoMagic (Nasdaq:NMGC) ". . . I have a hard time getting past a CEO who pays himself 25%'ish of revenue."
Wal-Mart (NYSE:WMT) ". . . I expect it will move the broad market as much as anything during the week."
Hewlett-Packard (NYSE:HPQ) ". . . I have high expectations Carlie will turn in another strong quarter and provide optimistic guidance."
Applied Materials (Nasdaq:AMAT) ". . . it will be very interesting to hear about the book to bill ratio, flow of orders, particular geographic strengths and general outlook."
When asked what readers of his report should expect in 2004 he responded, ''We can't stay ahead by following the pack; we will continue to leverage our extensive network of contacts and field research to uncover ideas before they are broadly known or understood by the investing public.''
Those interested in reading his detailed reports about the above companies and portfolio recommendations can sign up for a free thirty-day trial to his service: http://www.pmcwreport.net/join.php3?refer=PZ22
About the pmcw Report
The pmcw Report is a subscription financial newsletter managed by semiconductor veteran Paul McWilliams and Raging Bull co-founder Rusty Szurek. Members enjoy daily postings, economic updates and a model portfolio.
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