Microchip Technology Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
Okay. Well, good afternoon, everyone. Thanks for being here. My name is Craig Hettenbach, I'm one of the semiconductor analysts at Morgan Stanley.
Very pleased to have with us Microchip and CEO, Steve Sanghi; and CFO, Eric Bjornholt. So welcome.
Just before I get in, I do have to note that all important disclosures, including personal holding disclosures and Morgan Stanley disclosures appear on the Morgan Stanley public website www.morgan stanley.com/researchdisclosures.
Questions & Answers
So with that, Stephen, we can just jump in kind of really to the earnings' report a couple of weeks ago, and a lot of focus around the bottom, what you're seeing arguably you saw it first, right, in terms of sequencing. But just kind of talk us through kind of how you're seeing the market play out today and in the form of a bottom.
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