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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