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Technology Stocks : OLED Universal Display Corp
OLED 190.95+0.7%2:20 PM ESTNews

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To: bullmarkets who wrote (13246)11/10/2017 6:56:48 PM
From: EvanG  Read Replies (1) of 13460
 

I think people want to see the length of the contract. That is actually more important to know and anything less than say 5 years will likely be a disappointment.

If Samsung signs a pure royalty 7 year agreement, they can just as easily stop using UDC materials at year 5.

I could just as easily make an argument that a longer term agreement means that Samsung locked in a lower rate. In other words they wanted to ensure they had that rate for longer.

The only term length I think you could read a lot into would be a really short term one.
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