Sep 08, 2022 / 03:15PM GMT
Christopher Brett Danely - Citigroup Inc., Research Division - MD & Analyst
Thanks. Good morning. I'm still Chris Danely, still here at Citi for the time being, kidding, not kidding. I'm still in Citi. Friendly neighborhood semiconductor analyst. It's our pleasure next to have our top pick. Thanks for coming, guys. Iâd feel pretty bad if my top pick didn't show up at my tech conference - Analog Devices. Why is it our top pick? As you know, we're slightly cautious on the semiconductor industry this year. We call ADI, the igloo in the semiconductor nuclear winter that we're going through. One of the most defensive stocks out there, but you also have some nice margin expansion, some nice growth opportunities. And I believe there's still some opportunities from the Maxim acquisition as well.
So here today to talk about it is Prashanth Mahendra-Rajah, the CFO. We also have Mike Lucarelli, the Grand Poobah of Investor Relations at ADI. And since you guys were, I believe, one of the most recent semiconductor companies to announce earnings a few weeks ago. Prashanth, if you could just maybe give a
Analog Devices Inc at Citi Global Technology Conference Transcript
Jan 22, 2024
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