Next Inning Technology Research, a subscription service focused on semiconductor and technology stocks, has published a special report on the rollout of IPTV and digital video that includes updated outlooks on JDS Uniphase, Finisar, Power-One, and PMC-Sierra.
Editor Paul McWilliams' top pick last summer has been the third best performing stock on the big three U.S. exchanges during the last three months. Trial subscribers can read about this stock that has returned over 70% during the last three months, what McWilliams thinks it will do going forward, and his top picks for the rest of 2006.
New subscribers will also soon receive Next Inning's upcoming Q3 State of Tech report that will be published later this month, a $149 value, free when they sign up for a complimentary 21-day trial subscription to Next Inning:
https://www.nextinning.com/subscribe/index.php?refer=prn343
In the report, McWilliams wrote: "We're going to rapidly move to a non- linear TV environment and, in doing so, there is also a need to significantly increase bandwidth throughout the system - to optimize the services, we need not only more bandwidth in the last mile, but also more bandwidth in the backbone we all share..."
McWilliams looks at these topics:
- Does McWilliams prefer an investment in Finisar or JDS Uniphase in the
optical equipment market?
- Might a power supply company like Power-One benefit from the bandwidth
build-out to support digital video services?
- How does PMC stand to gain from the rollout of IPTV and digital video?