Takeaway: An update call to answer 'What Happens Next' for Best Idea Short MCHP. Today @ 2PM ET

Do you think Dire Straits had a vision of the MCHP/MSCC story in mind when they released their hit single “Private Investigations” in August of 1982? We do.
 

It's a mystery to me
The game commences
For the usual fee
Plus expenses

Confidential information
It's in a diary
This is my investigation
It's not a public inquiry

I go checking out the reports
Digging up the dirt
You get to meet all sorts
In this line of work

Treachery and treason
There's always an excuse for it
And when I find the reason
I still can't get used to it

And what have you got at the end of the day?
What have you got to take away?
A bottle of whiskey and a new set of lies
Blinds on the window and a pain behind the eyes

Scarred for life
No compensation
Private investigations

CALL DETAILS:

Date & Time: Today @ 2:00PM

Dial-In & Webcast Information: To be provided shortly before the call

Add Call Details to Outlook Calendar:  CLICK HERE

MCHP | CALL TODAY @ 2PM | COMEDY OF HUMAN FALLACY & DOOMED MERGERS - MCHP Chart 1 Actual

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 Monday in our note: MCHP | Happy is the Short Who Presses When Target Sues Acquirer for Defamation)

Join us Today @ 2PM ET.

Please call or e-mail with any questions.

Ami Joseph

Managing Director

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Yosef Vaitsblit

Analyst

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