Now that we’ve had a chance to puzzle over the Snap roadshow (you can see the Snap slides here and we have done a full transcript of the Snap roadshow) there are a few more things to say about the deal: Snap is trying to shift from being a product to being a company. It…

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Snap is two things – 1) a new mobile communication platform that puts the camera and the microphone (rather than the keyboard, mouse and browser) at the center of everything and 2) an advertising company combining their platform technology with strong creative to deliver advertisements that work for both the viewer and the brand. Here…

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Deal Info: 5.5M shares (97% primary) at a $15 mid-point = $82M IPO. Proposed market capitalization = $380M. NASDAQ: PSMI planned pricing the week of August 6 Books: Deutsche Bank and JP Morgan with co-managers: RBC, Needham, Oppy and PacCrest. Fabless semiconductor firm of 300 people in San Diego CA. Secret sauce is a special…

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