Technology Mergers and Acquisitions Update Q3 2015

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Q3 2015 Capital Markets: Stock Performance
Software &
Online
Consumer
Platforms
Q3 2015 Last 52 Weeks
Networks,
Hardware &
Devices
Q3 2015 Last 52 Weeks
7
As of: 09/30/2015
Sources: S&P Capital IQ
(68.3%)
(56.8%)
(47.8%)
(40.7%)
(39.3%)
(29.1%)
(23.6%)
(17.2%)
(16.0%)
(9.3%)
(8.5%)
(6.7%)
(5.6%)
(4.5%)
(2.9%)
(2.6%)
(2.3%)
(0.7%)
4.1%
4.3%
6.8%
8.5%
9.5%
13.7%
17.6%
18.8%
20.7%
28.0%
31.2%
58.8%
68.1%
75.3%
(100%) (50%) 0% 50% 100% 150% 200% 250%
Yelp
Ebay
Twitter
Checkpoint
Barracuda
Yahoo
IBM
Symantec
Vmware
Vasco
LinkedIn
Solarwind
Oracle
Microsoft
Citrix
S&P 500
CA Tech
SAP
FireEye
Cisco
Priceline
Google
Apple
Facebook
SAS
Adobe
SalesForce
RedHat
AVG
Amazon
Fortinet
Palo Alto
(60.7%)
(59.4%)
(49.7%)
(43.6%)
(34.9%)
(28.8%)
(28.3%)
(26.4%)
(25.6%)
(20.1%)
(16.3%)
(14.9%)
(12.1%)
(10.9%)
(10.4%)
(9.6%)
(8.1%)
(8.0%)
(6.9%)
(6.8%)
(5.3%)
(4.4%)
(1.5%)
(1.3%)
(0.3%)
0.2%
1.5%
1.7%
2.8%
4.8%
7.4%
17.9%
18.2%
(65%) (40%) (15%) 10% 35%
Barracuda
Ebay
Yelp
Vasco
FireEye
Checkpoint
Alibaba
Yahoo
Twitter
AVG
Symantec
Solarwind
Apple
IBM
Oracle
SAP
Vmware
LinkedIn
S&P 500
CA Tech
RedHat
Cisco
Palo Alto
Citrix
SalesForce
Microsoft
Adobe
SAS
Fortinet
Facebook
Priceline
Amazon
Google
(31.1%)
(21.3%)
(19.8%)
(17.3%)
(15.8%)
(14.7%)
(14.2%)
(13.8%)
(10.8%)
(10.6%)
(8.8%)
(8.6%)
(8.5%)
(8.3%)
(7.7%)
(6.9%)
(6.8%)
(6.7%)
(6.2%)
(5.4%)
(4.4%)
(3.9%)
(3.3%)
(1.0%)
(0.9%)
(0.7%)
(0.1%)
2.7%
5.2%
19.3%
22.6%
(50%) (30%) (10%) 10% 30%
Zebra
Time Warner
DIRECTV
STMicro
Sprint
HP
QUALCOMM
Dish
Cavium
Samsung
Synopsys
ARM
Freescale
AT&T
Ericsson
S&P 500
Mentor Graphic
Verizon
NetApp
Comcast
CEVA
TI
LG
Juniper
Intel
Imagination Technologies
Broadcom
T-Mobile
Cadence
Motorola
Nvidia
(39.4%)
(31.1%)
(31.1%)
(28.1%)
(27.8%)
(13.4%)
(13.0%)
(12.3%)
(9.7%)
(8.6%)
(7.5%)
(5.1%)
(2.6%)
(2.6%)
(0.6%)
3.8%
4.6%
5.8%
7.9%
8.1%
16.1%
16.3%
16.6%
20.2%
20.2%
23.4%
27.2%
33.6%
37.9%
38.2%
87.3%
(70%) (40%) (10%) 20% 50% 80%
Sprint
LG
NetApp
QUALCOMM
HP
Intel
Verizon
Ericsson
Dish
Time Warner
AT&T
Samsung
S&P 500
DIRECTV
STMicro
TI
ARM
Comcast
Zebra
Motorola
Juniper
Synopsys
Imagination Technologies
Cadence
Mentor Graphic
Cavium
Broadcom
Nvidia
T-Mobile
CEVA
Freescale