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Update From SID Conference

|Includes:Uni-Pixel, Inc. (UNXL)

Just a couple of quick notes from the Society for Information Display conference which is taking place this week in Vancouver, Canada.

Here's a link to a presentation given by Zane Ball of Intel entitled "Touch Everywhere." Zane makes the case that not only is touch going to be found in all manner of displays as it becomes less expensive, but touch will also be a catalyst for a full refresh cycle in the installed base of computers. That opportunity equates to over 500 million units (perhaps $5bn+ in sensor revenue).

Note page seven of the presentation lists ecosystem touch partners, where UniPixel's logo is prominently displayed. Flatfrog is also there and so are several traditional touch module suppliers and integrators.

It's also interesting that Intel focuses on the fact that "touch is driving higher resolution displays for closer viewing." This statement says quite a bit about their faith in Uniboss to provide a high-quality viewing experience. I believe UniBoss will be found in some of the highest resolution screens on the market.

Geoff Walker of Intel gave a short course entitled "Fundamentals of Touch Technology" on Sunday. Geoff is a renowned expert in the field. In addition to working as a technologist at Intel where he helps coordinate touch strategy across business groups, he is President of Walker Mobile. His presentations usually give a good bird's-eye view of the touch landscape.

A friend who attended Geoff's course shot me an email Sunday. He quoted Walker saying with respect to metal mesh, "printing is where this is going." Earlier Walker had said that UniPixel is the only direct printing process of which he is aware.

I am trying to get a copy of Geoff's presentation to post.

If you've heard anything out of SID please share it in the comments section below. If you have access to a presentation you'd like me to post just send me a note through SA.

Disclosure: I am long UNXL.

Stocks: UNXL