Pellegrino II vs Pellegrino I

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Pellegrino II vs Pellegrino I

posted on Apr 15, 2014 11:44AM

It is worth noting that Pellegrino I was very limited at that time.

It was only based on 4 verticals :-

• Military

• General microprocessors for server computers

• General microprocessors for desktop computers

• General microprocessors for laptop computers

• The valuation was 75% discounted due to risk at that time

Consider now that Pellegrino II will most likely include several more verticals and I

would certainly expect to see smartphones and tablets included; possibly

several more verticals.

The discount rate in Pellegrino II will be much lower, due to the BAE

validation. So would 10% maximum be reasonable?

That being the case, I am of the opinion that Pellegrino II could have a

valuation in easy reach of $7B, possibly $10B - $15B ++

I can't wait to see the new Pellegrino II as it will be significantly higher.

Also note the Pellegrino II will not have a "Bidding War" factor,

which in reality will push the valuation higher.

Very exciting times ahead.

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