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Hunter and Devon,

Welcome back and I hope the trip was a great one.

Will and I are doing this call with Counsyl tmw on China. Shirley Young
will join. Besides CIC, do you guys have other names of potential strategic
investors over there that we could intro and potentially bring into this
round?

Thanks,

John

John DeLoche
*Co-founder and Managing Director*
Rosemont Seneca Technology Partners
333 Bush Street, 21st Floor
San Francisco, CA 94104
office: 415 767 1288
mobile: 415 793 7070

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---------- Forwarded message ----------
From: John DeLoche <john@rstp.com>
Date: Wed, May 28, 2014 at 3:14 PM
Subject: China
To: Ramji Srinivasan <ramji@counsyl.com>, Eric Evans <eaevans@counsyl.com>
Cc: Hunter Biden <hunter@rstp.com>, Devon Archer <devon@rstp.com>, William
Lee <will@rstp.com>, Neil Callahan <neil@rstp.com>


Ramji and Eric,

We wanted to follow up on the China strategy in general and as it relates
to this round. I spoke to Nan at CDIB a moment ago and it is clear that 1)
you guys are not an ideal fit for them and they would need to do a lot more
work as they focus on more cash flowing, buyout-like opportunities and 2)
their real strength is in Taiwan, rather than the mainland.

We discussed as a partnership and believe a more fruitful and strategic
route would be to seek an investor/partner from the mainland rather than
take an interim step in Taiwan. We have deep relationships in China and
could introduce you to a number of potential partners including China
Investment Corporation (CIC), a $400bn sovereign wealth fund as well as
several other potential investors/partners.

Hunter and Devon spend a lot of time in the region and will come back to us
with a full list of potential intros for your thoughts next week.

In parallel, we would like to set up a call with you and Shirley Young to
strategize about China market entry.

Best,

John


John DeLoche
*Co-founder and Managing Director*
Rosemont Seneca Technology Partners
333 Bush Street, 21st Floor
San Francisco, CA 94104
office: 415 767 1288
mobile: 415 793 7070

This email communication is privileged and confidential and is intended
only for the individuals or entities named above. Any unauthorized
dissemination of any of the contents of this email is strictly prohibited.
If you are not the intended recipient, please do not read, copy, use or
disclose to others the contents of this communication. Please notify the
sender that you have received this e-mail in error and then delete the
e-mail