PANL Universal Display Corp Message Board

To: frankw1900 who wrote (1374)	3/2/2012 9:47:12 AM
From: slacker711	of 1923

First off, welcome to the thread. Nice to see a long-time shareholder join the conversation. I think PANL's concentration on Samsung has been admirable since not only is it the largest display maker but also the most aggressive. But I hope to see lots of new arrangements with other companies over next year or two as it's definitely time for that. That's what I'm going to watch out for. This looks like it is going to be the key for PANL going forward. There might be some deltas around Samsung's production and license fees but the potential revenues from LG and AUO are much larger unknowns. Does PANL manage to extract a royalty over 1%? Do they also use both red and green phosphorescent materials? How quickly do they ramp up production? The 2nd big delta in the near-term is the host material revenue. That declined pretty heavily in the 4th quarter and management avoided giving any real guidance as to how these might trend so we'll just have to wait and see. Longer term, adoption of televisions, development of blue and lighting are all big unknowns that will determine our returns. BTW, is anybody here holding Samsung? I think it is only available on the Korean exchange. Slacker