Saturday, May 11, 2024 10:30:29 PM
That 3 Billion would be shared by the three largest Linear ACC players, Macom, Semtech, and Spectra7.
Spectra7 being the only player that went to the Ethernet Alliance PlugFest, and the only player that is being touted by ACES and Volex, I would have to say that, at the very minimum, Spectra7 will address 1/3 of the market. So that's a one billion dollar added market cap, based on how Credo was immediately priced-up as a result of their statement that AEC's would account for half of their future revenues.
So, don't shoot the messenger here... this is based on what the market has already done. And the implication is that at least a billion dollars in market cap would have to be added to any player controlling 1/3 of a 3 billion dollar value added.
So 400 million shares outstanding divided into a billion dollar market cap= $2.50 per share.
(of course this implies that Macom and Semtech would share the other $2 billion in value added. If Spectra7 controls less, or more, of that percentage, then the above share price would adjust accordingly).
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