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 Technology Stocks : PANL Universal Display Corp

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To: slacker711 who wrote (1546)8/9/2012 7:25:20 PM
From: slacker711Read Replies (2) of 1967
 
Random data points I found interesting from the call/10Q

- The majority of their technical team is working on issues related to blue. I had started to wonder whether PANL had given up on blue in the near-term but presumably that amount of effort means that they think that blue is still a real possibility. Blue is the holy grail. It would mean a dramatic expansion in mobile sales and it would likely extend the period for which PANL could expect royalties.

- Management characterized sales of green emitters as still weak with real commercial shipments still in the future. However, green emitter sales were around $3 million versus the $6.7 million for red. That is still a fairly big number for green. It brings up the possibility that more green emitters are needed per square area than red. If so, we could see a bigger revenue ramp than currently anticipated in 2013.

- LG was only around $1 million in revenue. We still havent seen any impact from televisions so the assumption would be that revenue will still be in the future.

- Taiwan was only around $750,000. OTOH Japan was a little above $4 million. I am not sure what is happening here. I dont believe that lighting companies could be buying that much. Is Idemitsu buying emitters, combining them with their host and then reselling them to AUO? or maybe even LG?

For the love of god, please dont lose a lose a court case and derail the momentum in the OLED market.

Slacker
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