MCHP | SO Much Discovery [Still] Ahead | Call Replay & Follow-Up

For access to our 10/17 MCHP | Best Idea Short update call replay and materials, CLICK HERE (& see below for Call Topic Timestamps).

TOPIC TIMESTAMPS (REPLAY HERE):

• Intro, Thesis, & Unique Analysis (0:55 – 2:50; slides 1-6)
• The Cycle Unwinds and the Dissection of MCHP Revenue (2:50 – 9:10; slides 8-12)
• More MSCC Discovery: Comms Segment Mess, Capital Intensity Surprise, Taxes (9:10 – 22:30; slides 14-25)
• The Not-So-Good Parts of Pre-MSCC MCHP that Everyone Seems to Have Fallen Asleep On (22:30 – 30:45; slides 27-33)
• Cue the Next Deal: False Comps Treadmill, De-Lever Sandbag, Potential M&A Candidates (30:45 – 35:40; slides 35-37)
• Given All the Negatives, What’s Left of MCHP? (35:40 – 44:05; slides 39-43)
• The Defamation Lawsuit Explained: Why It’s More than “Sour Grapes” (44:05 – 47:20; slides 45-46)
• Conclusion: How Does Steve Fix It, The Long and The Short, Valuation, Q&A (47:20 – 57:08; slides 47-48)

Please call or e-mail with any questions.

Ami Joseph

Managing Director

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Yosef Vaitsblit

Analyst

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