創新與創業管理 -- Day 2

Case Study: E-Ink

Isses:
- customers(Market), disrugtive, behavior change. application.
- Financial Funding, short term cash flow issue to substain long term finance issue.
- Technology
- Roadmap
- Partners.
- Supply chain (intergration)
- Contents, complementary
- Competition
- Knowledge, University

People:
Iuliano: CEO
Wilcox: VP of Business dev.(co-founder)
Jacobson: Board member, Prof. of MIT.
Albert, Comiskey: Senior.(co-founder)
Rubin.

Opportunity: (E-Ink)
Large Area Display:
- Capital:
- Market: 100 M, 2004.
Flat Panel:
- Capital:
- Market: 3 billion
Radio Paper:
- Capital: 50-100 M
- Market: >5-10,20 billion
學習曲線有real option的效果~

Do you like this 3-staged roadmap?

NO-- Market does not match technology.(Michael)
---- 1st stage application is not innovative. (Catherine)
---- Competition is strong in the 1st, 2 stage.(Daniel)
---- E-Ink should start with small area display.(Tommy)
Yes- Short-term success is important.Initial stage funding is small. Tech for LCD (back to 1995-2000) is not clear either. (Jacky,國樑)

In 2005, would you like to invest on E-Ink?

No. Uncertain about their BM.(昆典)
--- LCD's fast development. (Daniel)
--- Strong Competition (學龍學長)
Yes. 產品技術成熟, 有學習曲線, 飛利浦, Intel Support, BM(biz model) is changing...(Tommy)
--- 找到策略投資者 (肇宗)

BM in 2005,
- Pure Licensor
- Ink Suppler
- Subassembly
- End-user device. which one you want?

Guest speaker..Co-founder of E-Ink, Barrett Comiskey.