Mario Gay, Intel Capital

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Mario Gay, Intel Capital

• Alternative Investment Forum

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Agenda

• About ICAP
• Areas of investments
• About Italy

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ICAP Overview

• Founded 1991.
• Invested 4 bl in approximately 1000 companies in
  more then 30 countries.
• During these years about 160 companies were
  acquired and another 150 went public in in
  various stock market in the world.
• In 2005 alone Icap invested 256ml in in about
  140 deals.

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Intel Capital Mission
Make and Manage Financially Attractive
Investments in Support of Intels Strategic
Objectives
INTEL CAPITAL
FINANCIAL
STRATEGIC
EXTERNAL INTERNAL INVESTMENTS
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Intel Capital Differentiators
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Intel Capital 2005
10 IPOs
US265M
14 companies acquired
78 new deals
60 outside US
LSE, Tokyo, NASDAQ
19 countries on 5 continents
Portfolio Value as of Dec. 2006 1.1 bl
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Investment Strategy
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Technology Focus
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Vectors of Mobility
Great Battery Life

• WiFi
• WiMax
• UWB
• NFC
• RFID
• DVB-H

• Power reductions
• New batteries fuel cells

Mobile Performance
Sleek Form Factor

• Intel processors chipsets

• New displays
• Prismatic batteries
• Thermal solutions

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Intel Digital Home Vision
Consumers Enjoying Entertainment(Movies, Music,
Photos, Games)Anytime on Any Device
On the Go
In the Home
Burn-N-Go
Enjoy Media Games from the Couch
Stream Content to Connected Devices
Take Media with You Play Games
Synch Content to Media Players
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Enterprise Investments
Services Management
Storage Management
Multiple deals under investigation
Virtualization
Platform Systems Management
Acquired by HP
MA
Security
Fabric
Platform
IPO
Other marks and brands are property of their
respective owners
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The Continuum of Care
HOME CARE
Healthy, Independent Living
100
Community Clinic
Chronic Disease Management
Doctors Office
RESIDENTIAL CARE
ACUTE CARE
Assisted Living
QUALITYof LIFE
Specialty Clinic
Skilled Nursing Facility
Community Hospital
ICU
0
1
10
100
1,000
10,000
COST of CARE/DAY
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Personal Health Solutions
Telemedicine Extending Healthcare to the Community
Personal Health Systems Chronic Disease Mgmt
Eldercare Monitoring
PC Solutions General Health, Wellness Fitness
Management
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Intel Capital Investment in EuropePortfolio
sample
Mobility
All logos are the property of their respective
owners
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• QA