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SID's Popular Business Conference
Expanded to 2 Days PLUS
the Inaugural Investors Conference
May 23-25, Boston, Massachusetts

"The overwhelming success of the SID 2003 and 2004 Business Conferences has prompted us to expand the Conference to a two-day event and add an Investors Conference on a third day," said Elliott Schlam, Chair of the Business Enterprise. This combined "Business Enterprise," run in conjunction with SID 2005 in Boston, will provide an unequaled view of the industry, including technology tradeoffs, market and business dynamics, and equity capital issues. Its comprehensive coverage of the rapidly growing electronic-display industry will challenge executives, entrepreneurs, program managers, marketers, and investment analysts with new opportunities and unexpected understandings. Coupled with access to the extensive exhibit of state-of-the-art display and display-related products from the world's leading display producers and developers, this is a unique opportunity.

The SID 2005 Business Conference will run on Monday and Tuesday, May 23 and 24. A networking reception will be held on Monday evening, and conference attendees will take in the SID 2005 Keynote Addresses on Tuesday.

The SID 2005 Investors Conference will take place on Wednesday, May 25. Co-sponsored by SG Cowen & Co., an international securities and investment firm, the Conference will feature presentations from leading public and private display companies, targeted primarily to securities analysts, portfolio managers, investors, M&A specialists, venture capitalists, investment bankers, and display company executives.

Program Highlights
All three days of the Business Enterprise will include valuable panel discussions with presenters.

Monday, May 23 
Opening Address: 2005: Beyond the Crystal Gateway. Flat-panel displays are rapidly replacing legacy technology, expanding and digitizing everyday lives. H.B. Chen, President & COO of AU Optronics Corp., will discuss AMLCD business progress, with a focus on Taiwan.

Exploring the Path to Ubiquitous Displays. Allen Alley, CEO of Pixelworks Inc., will explore the opportunities and technical challenges for display technologies to connect people, information, and entertainment.

Emerging TFT-LCD Applications and the Substrate Opportunity. Peter L. Bocko, VP and Director of Commercial Technology of Corning Display Group, will examine the challenge to glass suppliers to deliver more value and more capability to display manufacturers.

Managing the Crystal Cycles. Jun Souk, Executive VP, Samsung Electronics, will offer lessons to reduce the burden in future LCD business cycles by reviewing what happened during previous market swings. Cost reduction, line investment timing, and new market generation will be described.

Plasma Displays for the Big Screen TV Market. With Plasma TV ranking as the most desired gift of the past holiday season in the U.S., Dr. Larry F. Weber will explore whether the economics, performance, and operating lifetime of plasma displays meets or exceeds that of LCDs.

A lunchtime Investment Banking Panel will feature investment bankers, securities analysts, and venture capitalists.

Among the other presentations being offered on Monday are:
FPD Market Outlook, Ross Young, DisplaySearch; Market Outlook for Non-LCD Technologies, Paul Semenza, iSuppli; Equipment Challenges in Large Size LCD Manufacturing, I.D. Kang, VP Global Business and Services Operations, AKT Inc.; and OLED Technology: A Perspective for Today and the Future, Julie Brown, VP and CTO, Universal Display Corp.

 
Tuesday, May 24
Are We Getting the 'Big Picture?' Kyle Ranson, President and CEO of InFocus, will detail how InFocus is reengineering its innovation and branding strategy to address the challenges of serving a broader, less technology-savvy consumer.

Valuing the Potential of OLED Technology. David Fyfe, CEO, Cambridge Display Technology will discuss some of the lessons learned from Cambridge Display Technology's successfully completed IPO and the value of OLED from both the display product and Wall Street perspectives.

The Ubiquitous Flat-Panel Display World of Tomorrow -- Today.
Bruce Berkoff, Executive VP of Marketing for LG.Philips LCD Inc., will address how TFT-LCD manufacturers, specifically LG.Philips LCD, are leveraging their technology strengths to prepare for the coming age of ubiquitous flat-panel displays.

Size Matters, But Yield Kills. As LCD manufacturers bring Generation 6, 7, and 8 TFT-LCD fabs on-line, Jeff Hawthorne, President and CEO of Photon Dynamics, will detail how yield management will be one of the most critical factors enabling the production of high-quality LCD TVs at lower price points.

Intel and Displays: Bridging Mobile Communications, Mobile Computing, the Digital Home, and Investments. Thomas E. Holder, Senior Strategic Investment Manager, Intel Capital, will provide Intel's perspective, role, and activities relating to internal initiatives, external developments, and investments for Intel silicon and their interface with displays.

Among the other presentations scheduled for Tuesday are: LED Backlights, an Emerging Key Enabler, Mike Holt, CEO of Lumileds Inc.; LCD TV Performance Meets Mobile-Display Applications, Joe Virginia, VP of Samsung LCD Business - Americas Region; and New Disruptive Display Technologies, Elliott Schlam of Elliott Schlam Associates.

Wednesday, May 25
The Investors Conference will provide an excellent conclusion to the Business Conference, allowing investors to gauge the actual health of key industrial participants. In addition to being a valuable component of the Business Enterprise, this conference can stand alone for those investors who only have a day to hear company presentations and see the extensive exhibits. The Investors Conference will feature parallel sessions and break-outs.

 

CONTACTS
Investors Conference: Elliott Schlam, Elliott Schlam Associates, 4 Mahoras Dr., Ocean, NJ 07712-3323
732.493.3868, fax 732.493.3871, E-mail: eschlam@aol.com

Business Conference: Aris Silzars, Northlight Displays, 19916 NE 30th Ct., Sammamish, WA 98074-4501 
425.898.9117, fax 425.898-1727, E-mail: silzars@attglobal.net

TO REGISTER
 Visit www.sid.org/conf/sid2005/options.html to register. Advance registration deadline is May 6.
E-mail questions to mark@sid.org.

FOR PROGRAM INFORMATION
Visit www.sid.org/conf/sid2005/program/busenterprise.html.