I'll state off the top that I like Microchip Technology (MCHP)
as a company. The company has established itself as a top five player
in microcontrollers (or MCUs) and is poised to benefit from the growing
Internet of Things (or IoT) opportunity, as the company offers strong
complementary technologies in MCUs, analog, and connectivity. The
downside is valuation, where I just don't see as much upside potential
and would prefer Atmel (ATML) on a head-to-head basis.
Read more here:
Can More Be Squeezed From Microchip Technology In This Cycle?
No comments:
Post a Comment