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NI Technology Editor Gauges Winners and Losers as Google Launches New Venture
Feb 22, 2012 (Close-Up Media via COMTEX) --
Next Inning Technology Research, an online investment newsletter focused on semiconductor and technology stocks, has published a special report on Google's plan to roll out ultra-fast internet service, and covered the potential winners and losers including Intel, EMC, Verizon, and AT&T .
Next Inning editor Paul McWilliams was a tech industry executive for more than two decades, the Company noted. Not only does he know how things work from the inside and how to spot a winning business model, he also has a long and successful record of picking winning stocks. Year to date in 2012 these picks have driven a 25 percent gain for the Next Inning Model Portfolio. Since its inception in 2002, the model portfolio is up over 300 percent.
McWilliams' latest reports have the tech world buzzing. Earlier this week, he covered Apple suppliers most likely to leverage the tech giant's huge success, while warning investors about selected companies that may not always be able to count on Apple's business. Now, he's out with a new report covering a massive, potentially paradigm-shifting project by Google that will see the search giant roll out ultra-fast internet service, making winners out of select suppliers and posing a big threat to incumbent firms. These reports are essential reading, unavailable except via free trial subscription to Next Inning.
The Company said McWilliams covers these topics and more in his recent reports:
-- Last year Google announced its selection of Kansas City for the roll-out of its super-fast fiber optics network. Google claims consumers will pay only about what they do now for its new 1Gbs service that runs about 100 times faster than a typical cable broadband connection. According to Google it has completed its studies and will begin launching services in the Kansas City area during 2012. However, given its recent filings with the FCC, it appears that is only a part of Google's strategy, possibly a very small part.
-- What request did Google file with the FCC and why does it suggest that Google may be in the process of adopting a brand new business it can leverage with its current ecosystem business model?
-- How might EMC and Intel participate in Google's new strategy? What other companies might expect to see an upside as Google pursues its plans?
-- How will Google's new ventures threaten incumbent video service providers like Comcast, AT&T, Verizon and Dish Network? Could Google's new strategy pose new competitive threats for Apple's business model?
-- How has Google managed local political and regulatory issues that commonly plague service providers? Will this strategy continue to work if Google rolls out services to new markets?
Next Inning is a subscription-based investment newsletter that provides regular coverage on more than 150 technology and semiconductor stocks.
More information:
nextinning.com
((Comments on this story may be sent to newsdesk@closeupmedia.com))
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