Best Idea Short Call Today | Microchip Technology $MCHP
10/17/18 10:25AM EDT
Our Tech analyst Ami Joseph issued his short call on Microchip Technology (MCHP) on June 22nd. The stock has fallen 30% since. He believes the stock has additional downside ahead.
He's hosting an in-depth institutional "Black Book" call today at 2:00pm ET. Email sales@hedgeye.com for access.
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)
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