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2.  http://www.ledsmagazine.com/features/8/9/ 10 http://www.ledsmagazine.com/features/8/9/ 10  large-area display (LAD) industry ◦ Pricing has dropped dramatically in the past 15 years from $33,000 per m2 for a 30-mm system to $1,500-3,000 per m2 for a 20-mm system ◦ Proportionally lower revenues and profits for LAD suppliers ◦ region of $1.0-1.5 billion annually 2

3.  http://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_actio n.html http://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_actio n.html  http://www.youtube.com/watch?v=sYbjPqytDFM http://www.youtube.com/watch?v=sYbjPqytDFM  http://www.youtube.com/watch?v=4lpPipvmdu4&feature=related http://www.youtube.com/watch?v=4lpPipvmdu4&feature=related  E Ink Related Stories ◦ http://www.amazon.co.uk/Kindle-Wi-Fi-6-Ink- Display/dp/B0051QVF7A/ref=amb_link_161274487_2?pf_rd_m=A3P5ROKL5A1OLE& pf_rd_s=center- 1&pf_rd_r=0PKW7G63H34WEA2BR2P5&pf_rd_t=101&pf_rd_p=255351527&pf_rd_i=4 68294 http://www.amazon.co.uk/Kindle-Wi-Fi-6-Ink- Display/dp/B0051QVF7A/ref=amb_link_161274487_2?pf_rd_m=A3P5ROKL5A1OLE& pf_rd_s=center- 1&pf_rd_r=0PKW7G63H34WEA2BR2P5&pf_rd_t=101&pf_rd_p=255351527&pf_rd_i=4 68294 ◦ http://news.cnet.com/2100-1041-5178854.html http://news.cnet.com/2100-1041-5178854.html ◦ http://www.xconomy.com/boston/2009/02/27/is-e-ink-working-on-hearsts-new- e-reader/ http://www.xconomy.com/boston/2009/02/27/is-e-ink-working-on-hearsts-new- e-reader/ ◦ http://www.sonyinsider.com/2010/09/14/sony-shows-off-prototype-flexible- electronic-paper-display/ 3

4.  In December 2009, E Ink merged with Taiwan based Prime View International (PVI), E Ink’s development partner since 2005 and its largest customer.  This merger enables the new company to leverage an extensive IP portfolio, experienced employee base, advanced technology, and production expertise to rapidly expand its EPD business and to develop new markets.  Today E Ink/PVI is the global leader in the electronic paper display industry. 4

5.  Strong IP position  Strong team  Credible Supply Chain  Established lead customer – Sony  Ability to raise capital and find R&D 5

6. Good MovesQuestionable Moves  Strong IP  Strong Team  Built Supply Chain/Ecosystem  Raised finances  Lacked product focus  Lacked market focus  Stopped R & D at crucial point  Failed to deliver product radio paper 6

7.  Report due Friday 3 rd December (2,500 words)  Proposed Structure ◦ Outline the scope of the idea ◦ Is the industry attractive? Who? What? Why? ◦ Is the market attractive? Who? What? Why? ◦ Who are the team? Who? What? Why? ◦ Where is the ‘value’ in this product/service? ◦ How do you plan to operationalize this idea? 7