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To: James Sinclair who wrote (7662)10/6/1999 7:18:00 AM
From: Mike Buckley  Respond to of 54805
 
James,

Thanks for the update on flat panel displays.

--Mike Buckley



To: James Sinclair who wrote (7662)10/6/1999 10:33:00 AM
From: James Sinclair  Respond to of 54805
 
Here's a link to the Silicon Image (SIMG) S-1 filing:

freeedgar.com

The following excerpt is particularly relevant:


OUR PARTICIPATION IN THE DIGITAL DISPLAY WORKING GROUP REQUIRES US TO LICENSE
SOME OF OUR INTELLECTUAL PROPERTY FOR FREE.

We are a member of the DDWG which published and promotes the DVI
specification. We have based our strategy on promoting and enhancing the DVI
specification and developing and marketing products based on the specification
and future enhancements. As a result:

- we must license for free specific elements of our intellectual property to
others for use in implementing the DVI specification; and

- we may license additional intellectual property for free as the DDWG
promotes enhancements to the DVI specification.

Accordingly, companies that implement the DVI specification in their
products can use specific elements of our intellectual property for free to
compete with us.


Looks like the price these guys had to pay to sit down at the table with the big boys and help write the Digital Video Interface (DVI) standard was to give up the chance to capture licensing fees from other companies trying to supply chips. May have been their only choice, but it makes you wonder if the guys running the company ever read the FM.