Sudheer Kuppam Managing Director Intel Capital

1
Sudheer KuppamManaging DirectorIntel Capital
Choosing the right VCAssocham, 27 Apr 2007, New
Delhi

• Investing for Global Impact

2
What does a Company raising funds look for?
Credibility Track Record
Global Presence Outlook
Vision
Technology Expertise
Domain Knowledge
Does the VC have?
Long term Commitment
Appetite for Risk Taking
Company Building Experience
3
Intel Capital Mission
Make and Manage Financially Attractive
Investments in Support of Intels Strategic
Objectives
INTEL CAPITAL
FINANCIAL
STRATEGIC
4
What Intel Capital Represents

• The largest technology VC in the world
• Global reach, presence, and understanding
• Insights and experience in emerging markets and
  technologies
• Commitment to active company building
• Tradition of risk taking, innovation, and
  excellence
• Unmatched differential advantages
• Access to vast capital

5
Intel Capital 2006
US1.07B
163 deals
including 91 new deals
60 of dollars outside the U.S.
37 IPOs acquisitions
26 countries
Excluding Clearwire
6
Over 1B Invested in 2006
Intel Capital's Investments Top 1B Mark In 2006
By Jonathan Shieber 11/28/2006 For the
first time since the height of the dot-com
bubble, Intel Corp.'s venture-capital arm will
reach 1 billion in investments this year. Intel
Capital, a unit of the Santa Clara, Calif., chip
maker, has long been among the most active
venture-capital investors. But it has only
crossed the billion-dollar threshold for annual
investments twice before, investing 1.2 billion
in 1999 and 1.3 billion in 2000. By 2001,
investments from Intel Capital had dropped to
350 million, according to data from the company.

Intel Capital Blows Past 1 BillionChip giants
VC arm back to boom investment levels.December
3, 2006 By Sunshine Mugrabi Intel Capital said
Friday it has surpassed 1 billion worth of
investments in 2006. This makes this year the
venture firms largest investment since the boom
years of 2000 and 2001. The investments spanned
the globe, though one area of intense focus is
WiMaxsomething that has a strategic as well as
an investment value to the firm.Were trying
to encourage the network build-out and deployment
of WiMax all over the world, said Arvind
Sodhani, president of Intel Capital.
Other marks and brands are property of their
respective owners
7
International (Non-U.S.) Investments
Current dollar value of international portfolio
as of October 30, 2006
8
Technology Focus
Next Gen Wireless WiMax Mobile Content/Cellular
Mobile Internet Client
Content Distribution over IP Digital Media
Gaming New Apps Usages
Digital Home Consumer Internet
Platforms Manageability/Storage/Security Softwar
e OS/Digital Office/Business Internet
Enterprise Software Solutions
Materials (Nanotech Forum) Biotech Digital
Health Memory Advanced Patterning/Litho
Manufacturing, Memory Digital Health
9
Intel Capital Key Funds
Brazil Fund
Communications Fund Digital Home
Fund China Technology Fund India
Technology Fund Mid-East Turkey Fund

• Launched Sept. 99
• 500M Committed
• 60 Companies

• Launched March 03
• 200M Committed
• 30 Companies

• Launched June 05
• 200M Committed
• 14 companies

• Launched December 05
• 250M Committed
• 6 companies

• Launched March 06
• 50M Committed

• Launched November 05
• 50M Committed
• 1 company

As of Mar 31, 2006
Other names and brands are property of their
respective owners
10
Intel Capital Differentiators
11

Intel Capital Technology Days

• Bringing emerging technologies to market on a
  massive scale
• Driving revenue opportunities between portfolio
  companies and industry customers

12
Intel Capital CEO Summit 2007

• 8th annual CEO Summit
• May 9-11, 2007
• La Costa Resort and Spa
• Carlsbad, CA
• Three days of keynotes, breakout sessions, world
  class matchmaking, and social activities
• Forge new relationships, foster new business
  opportunities
• Network with 100 portfolio company CEOs, Intel
  executives, and 100 industry executives

13
Recent Exits

• IPOs

• Acquisitions

Vietnam
Pending Acquisition by NDS Group
Acquired by Analog Devices (Korea)
Chile
Acquired by Network Appliance (USA)
Korea
Acquired by Microsoft (Israel)
Azure Solutions (UK) Acquired by Subex Systems
Limited (India)
India
Korea
Acquired by Red Hat (USA)
India
China
Acquired by PMC-Sierra (Israel)
Acquired by Comverse (France)
Acquired by Macrovision Corporation (USA)
India
USA
Acquired by HP (USA)
Other marks and names are property of their
respective owners
14
Intel Capital Vision for the Future

• Worldwide growth with emphasis on emerging
  markets and enhancing knowledge base, innovation
• Streamlined processes, greater agility
• More More deals done, more dollars deployed,
  impact!
• Capitalize on differentiators
• Company building
• Nurturing the entrepreneur
• Technology and innovation expertise
• Events and introductions
• Goal To be the Preeminent Global Investor in
  the World

15
Intel CapitalInvesting for Global Impact
16
About Intel Capital

• Intel Capital, Intel's venture capital
  organization, makes equity investments in
  innovative technology start-ups and companies
  worldwide. Intel Capital invests in a broad range
  of companies offering hardware, software, and
  services targeting enterprise, home, mobility,
  health, consumer Internet and semiconductor
  manufacturing. Since 1991, Intel Capital has
  invested more than US6 billion in nearly 1,000
  companies in more than 40 countries. In that
  time, about 180 portfolio companies have been
  acquired by other companies and another 155 have
  gone public on various exchanges around the
  world. In 2006, Intel Capital invested about
  US1.07 billion in 163 deals with approximately
  60 percent of funds invested outside the United
  States. For more information on Intel Capital and
  its differentiated advantages, visit
  www.intelcapital.com.