Join us for an update call on Best Idea Short MCHP, answering the question we've gotten repeatedly over the last few weeks: "What Happens Next?"
CALL DETAILS:
Date & Time: Wednesday 10/17 @ 2:00PM
Dial-In & Webcast Information: To be provided prior to the call
Add Call Details to Outlook Calendar: CLICK HERE
TOPICS TO BE DISCUSSED ON THE CALL:
- MCHP in transition from Linear to ON
- How far back does inorganic share gain count for MCU?
- Adding up the puzzle pieces, what does organic growth look like on a forward basis for the new MCHP?
- MSCC discovery still ahead
- Semi Cycle tactics and thoughts on stocks we would look to buy out of the rubble
- Your favorite Defamation Lawsuit (which we previewed yesterday in our note: MCHP | Happy is the Short Who Presses When Target Sues Acquirer for Defamation)
Join us Wednesday at 2PM ET.
Please call or e-mail with any questions.
Ami Joseph
Managing Director
Yosef Vaitsblit
Analyst
