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  "documentTitle": "Mercury Systems Inc. (MRCY)",
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  "authorName": "Mercury Systems Inc.",
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  "presentationDate": "2018-10-17 00:00:00",
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  "notes": "The slide uses a Bloomberg terminal screenshot as the primary evidence to correlate specific corporate events with share price decline.",
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      "text": "Bloomberg Breaks Supermicro Story",
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      "text": "\"Major Telco\" Reports Supermicro Hardware Tampering",
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      "text": "Mercury Chief Information Security Officer Leaved and CIO departed",
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      "text": "Mercury Starts Removing References To Supermicro On Its Websites",
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      "text": "Coincidentally, Mercury’s CISO and CIO both left the firm in August 2018 – just before the story broke – and Mercury subsequently removed nearly all references to Supermicro from its website",
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      "text": "SMCI US Equity share price chart from 07/10/2017 to 10/10/2018",
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      "text": "Coincidentally, Mercury’s CISO and CIO both left the firm in August 2018 – just before the story broke – and Mercury subsequently removed nearly all references to Supermicro from its website (see forthcoming slides).",
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      "text": "Supermicro has denied allegations of a security breach, but the company’s share price suggests that the market is skeptical of management’s defense. According to Bloomberg, an independent security expert detected a Supermicro-related hardware intrusion at a U.S. telecom company several days after concerns were first raised about Supermicro, but the hack was of a different variety than that described by the initial Bloomberg report.",
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      "kind": "quote",
      "text": "Supermicro has denied allegations of a security breach, but the company’s share price suggests that the market is skeptical of management’s defense.",
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      "text": "Source: Bloomberg 1) \"Supermicro Refutes Claims In Bloomberg Article\", press release, Oct 4, 2018 2) \"New Evidence of Hacked Supermicro Hardware Found In U.S. Telecom\", Bloomberg, Oct 9, 2018 3) Based on Mercury's CISO's and CIO's Linkedin biographies here / here",
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      "text": "Supermicro Denial Not Believed By The Market Based On Share Price",
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