I know we've never made much cash out of it but I get the feeling HY's not really bothered about the display IP anymore.
Expect licensing of ray tracing IP end of next year.
Expects Meta CPU market to be very important "expect lots of announcements in this area"
More emphasis on Flow - monitoring, management, healthcare devices. Sees Flow as entirely complimentary to everything else.
Next few months for Caustic add in cards - working with major PC companies.
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