A great post by RVH on what each road show market sizing exists. Certainly some mind bending values.

In deference to a well written PM received this morning, I am sure we have all done the mental math in figuring out what could come forth from the tour in the form of on market buying. Do so, and the numbers get very large very quickly. The potential exists for some very large positioning.

So less enough of my pricing postulations, we've certainly all seen them...and lets focus more on the brand valuation and marketing prognostications.

Setting: Sales office of a major manufacturer (read say Intel?) setting pricing and marketing objectives of the latest hot semicon product.

The Happening: Revenue minus expenses and calculated margins. The team speculates total revenue based on past data, has on hand cost numbers, variances and percentages of manufacturing success, total expenses folded in, gross, net profit. The margins are built to assure success in numbers, corporate success and reputation valuation maintenance.

Voila.....easy.....yes ?

Well.............No...

So lets be the PTK management team. Having what they have (Insert here-start with a healthy VCSEL) and knowing it has to be brought forward with many many factors in mind, whats the first thing they/we would want accomplished ? Keeping in mind brand awareness and valuation is as singularly as important as marketing a successful product. Over time, PTK will accomplish this. Starting right now !

Considerations........

-We know that much of the foreign and domestic investment will not buy a company that trades on the current exchange. No doubt then the interested parties at these gatherings will be plainly and blatantly told that an up listing is in the cards.

-Relative to that, the resultant buying will give an up leg (or two) to the up listing project.

Outside of the presentations......

-Product development will be a number 1 and/or 1A on the "to do" list of management. In progress and has been for some time as we all know.

-Relationship development, deals, deals, deals, soliciting (to a lesser extent) developing, assessing, and closing them takes time and effort. No doubt this effort has been ongoing for some time.

-Employee team member acquisition and development.

So after all that and with all those considerations ongoing, simultaneously comes brand development and brand valuation.

http://brandirectory.com/profile/ibm

We all see major brands in our daily lives. We all see new brands in our daily lives. The old stand bys like Coke, Mcdonalds, Ford, IBM, Apple, etc are ingrained in us for a variety of reasons.Through constant exposure to possible direct personal experience in ownership or product purchase, we have all had a touch with them. Most interesting is the new brands we are exposed to daily, although in a multiude (if not all) cases we have yet to psycho-acknowledge and/or memorize, and relate to. This then shows us the undertaking ahead that management will be faced with. Building the brand and the brand valuation simultaneously.

http://brandirectory.com/profile/apple

For those interested in just PPS, you should also consider what effect that brand valuation will add. In the not too distant future (ok quite soon) brand valuations, coupled with the financial valuation metrics, wiil over time, collide and contribute to a fattened supercell valuation. Much much greater than certainly P1 and P2 combined. This is how and when we become a cash flow, analyst, fund manager and of course market.....darling.

Which is why I say, in matters of PTK and the high esteem management........"expect the unexpected........and........at ANY time".

http://brandirectory.com/profile/intel