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The pmcw Report Publishes a Report on Inventory Levels at Vitesse Semiconductor, National Semiconductor, Microchip, Micron and Other Companies.

BOSTON -- The pmcw Report recently published a comprehensive report on the state of technology company inventory levels.

The pmcw Report ( is a subscription newsletter focused on technology and semiconductors 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.

Started in September 2002, the pmcw Report's model equity portfolio has returned a staggering 267%, well outdistancing the Nasdaq's 53% gain over the same period.

In his in-depth report, McWilliams analyzed twenty-one quarters of data from nearly fifty technology companies whose sales totaled $91 billion. His analysis included twenty-five semiconductor manufacturers including Vitesse Semiconductor (NASDAQ: VTSS), National Semiconductor (NYSE: NSM), Microchip (NASDAQ: MCHP) and Micron (NYSE: MU) and O2Micro (NASDAQ: OIIM).

McWilliams challenges recent pundits who have claimed that there is an inventory glut, saying "there is no rational way to suggest the current Inventory to Sales ratio in the broad tech industry is a leading indication the current up-cycle is about to come to an end let alone reverse."

In his analysis McWilliams also reveals the secrets of a proprietary leading indicator
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Publication:Business Wire
Date:Jun 17, 2004
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