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Microchip Tips Broader Strength (MCHP: BUY, $41 target)

Recap: Microchip continued to see strong demand through the March quarter (and into April) and this helped it top consensus estimates (and ours) delivering $0.52 in EPS (vs. $0.47 expected) on $430.1M in sales (vs. $426.9M expected). Bookings have remained strong since the year’s beginning and internal inventories have dropped back to normal even as […]