Monday, April 28, 2014

Seeking Alpha: Another 'Is What It Is' Quarter From Microsemi

Because Microsemi (MSCC) zigs where most other chip companies zag, it never really seems to fit in with the general sentiment on chips. That's a plus when chip stocks go into the tank, but it can be frustrating when there's relatively more optimism about the semiconductor space. Given Microsemi's position in timing/synchronization and its growing FPGA business, I'm content to continue holding these undervalued shares, but I acknowledge that the company's erratic progress on revenue growth and margins will frustrate many investors.

Continue here:
Another 'Is What It Is' Quarter From Microsemi

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