Intel Capital Still Holds Many Public Company Shares (INTC, CLWR, MU, VMW)

Intel Corporation (NASDAQ: INTC) is not really making any strategy changes to its portfolio of public stock holdings under its Intel Capital unit.  That does not mean that it is not worth looking under the hood to see what the unit has for an engine.  The unit makes venture investments and therefore makes long-term partnerships with many emerging companies as a result.  When these come public, there is a value to the shares that has to be accounted for.

The biggest holdings worth note from its 13F are Clearwire Corporation (NASDAQ: CLWR), Micron Technology Inc. (NASDAQ: MU), and VMware, Inc. (NYSE: VMW).  We have outlined the rest of the public holdings here:

• ASM INTERNATIONAL NV worth $9.602 million for 274,268 shares;
• CLEARWIRE CORP. worth $17.167 million for 3,333,333 shares;
• CLEARWIRE CORP. worth $171.667 million for 33,333,333 shares;
• HARMONIC, INC. worth $2.865 million for 334,300 shares;
• HISOFT TECHNOLOGY INTERNATIONAL LTD. worth $27.957 million for 925,720 shares;
• LIMELIGHT NETWORKS INC. worth $558,000 for 96,098 shares;
• LOGMEIN INC. worth $19.707 million for 444,444 shares;
• MICRON TECHNOLOGY INC. worth $360.9 million for 45,000,000 shares;
• MOTRICITY INC. worth $4.971 million for 267,708 shares;
• OPNEXT INC. worth $359,000 for 203,985 shares;
• PACIFIC BIOSCIENCES OF CALIFORNIA, INC. worth $26.847 million for 1,687,434 shares;
• PHOTRONICS INC. A NOTE, no stock, valued at $5 million;
• VMWARE INC. worth $211.161 million for 2,375,000 shares.

Keep in mind that this is just the PUBLIC COMPANY holdings held by Intel and Intel Capital.  There are many other current privately held company shares still owned by Intel Capital along with a list of very notable exits.

JON C. OGG