Intel Capital CEO Summit Arjun Gupta, CEO and Chief Believer TeleSoft Partners August 1, 2001 www.telesoftvc.com.

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Presentation transcript:

Intel Capital CEO Summit Arjun Gupta, CEO and Chief Believer TeleSoft Partners August 1,

Page 1 AGENDA Page I.Next-Gen Communications Opportunities2 II.Supply of Venture Capital3 III.Private Market Pricing Dynamics4 IV.Public Market Pricing Dynamics5 V.Macro Trends & Industry Structure6 VI.Exits – Acquisitions vs. IPO’s7 VII.Optical Value Chain – The Next Frontier8

Page 2 TELESOFT KEY INVESTMENT SEGMENTS I.Next-Gen Communications Opportunities Optical layer

Page 3 SUPPLY OF VENTURE CAPITAL II.Supply of Venture Capital Source: Venture One

Page 4 PRE ‘98‘98-’99‘99-’00 Stage } M E } Product Development Marketing Development L $100MM <$20MM - $25MM 4-5x 9 Months 2-3x 1-2 Years $200MM - $300MM <$25MM - $35MM $200MM - $300MM 5-10x 6 Months 2-3x 1-2 Years $400MM - $500M $40MM - $60MM <$10MM - $20MM 2-3x 1-2 Years 2-3x 1-2 Years $100MM TRENDS IN PRICING III.Private Market Pricing Dynamics

Page 5 LBO’s Buyout Firms Morgan Stanley Study (From 1/1/80 – 3/31/96) 801 Technology IPO’s Average IPO was $147MM Largest IPO was MSFT at $300MM $147MM Public Market $$$ Private VC Market $$$ Early Middle Late $100MM Dot.com IPO’s > $1BN $1BN PRICING EFFECTS IV.Public Market Pricing Dynamics = $50MM TCV and ICP “Crossover Funds” 1 = $950MM 2

Page 6 V.Macro Trends & Industry Structure Personal Computing Fortune 100 Businesses Fortune 1000 Businesses Every Business Millions of Households Billions of Consumers Communications 200 PTT’s 500 – 1,000 Wireless + LD + Local 5,000 Carriers 10,000 Carriers (B/C/D – LEC’s) Customer Industry Structure Supplier Industry Structure Retrenching Applications Microprocessors Databases Enterprise Applications Full-Service Lucent Cisco Nortel Alcatel Ericsson Siemens NEC CUSTOMER AND SUPPLIER INDUSTRY STRUCTURES Point Players ADC Ciena Motorola Tellabs Nokia Hitachi Toshiba North America Europe Japan Over Expansion IBMIBM Operating Systems SAP, Oracle Oracle Microsoft, Lotus Microsoft Intel

Page 7 EXITS – ACQUISITIONS vs. IPO’s VI.Exits – Acquisitions vs. IPO’s

Page 8 TELESOFT’S OPTICAL PORTFOLIO Process & MaterialsComponents Modules & Sub-systems SystemsCarriers AmberWaveVersatile Lynx-Photonic Catamaran Lara Networks ModeTek Novalux Calient WIN OnFiber KymataNP Photonic VII.Optical Value Chain – The Next Frontier