Technology Stocks : OLED Universal Display Corp
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To: slacker711 who wrote (1177)12/14/2011 12:29:16 PM
From: dPaule   of 5630
My confidence in PANL's patent position is circumstantial

First off, I for one really appreciate your ability to think "outside the box" and your generosity in sharing your insights on these boards. So much of what I read and hear is simply FUD or TCB - noise. But I find that you cut through both and present a very balanced view. And that goes for some other posters here as well.

much of the disinformation could have been avoided if they had simply given more information about the Samsung contract

Definitely agree. I have been loosely following the Mirasol discussion over on the QCOM moderated thread. My sense is that QCOM management has been equally "tight lipped" in regards to Mirasol progress. Maybe this behavior is based on the competitive nature of the display business. Maybe there really is no correlation at all. But in my mind there seems to be a shared, "keep everyone in the dark for as long as possible" mindset, and I have been wondering for quite some time as to why that might be.

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