Wednesday, May 28, 2014

Seeking Alpha: Can More Be Squeezed From Microchip Technology In This Cycle?

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?

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