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Technology Stocks : OLED Universal Display Corp
OLED 203.65-0.9%Jan 19 8:10 PM ESTNews

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To: EvanG who wrote (14084)1/2/2018 10:59:48 PM
From: slacker7114 Recommendations

Recommended By
A.J. Mullen
lightshipsailor
spb952
TallDon

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Supply chain management doesn't just refer to how long it takes to produce the materials. It is also about understanding the end customer needs.


I have never heard management talk about changing their communication/purchasing requirements with Samsung. If they did, it would be a very welcome change.


Qualcomm has a royalty on the entire phone, which is the cause of their problems. That is how they overreached. Qualcomm has proven that is not a sustainable business strategy.

Charging on the price of the phone has been standard practice in the mobile industry since its inception and Qualcomm wasnt the first.

It doesnt matter though. Interdigital has been much more flexible and had any number of different ways that they have attempted to structure their licenses. From per unit royalties, to percentage royalties, to flat rate license fees. They still have spent their entire corporate life in courtrooms.

It is not UDC's partnerships or a low royalty rate that will keep them out of courtrooms. It is the strength of their patents and their lead in emitter performance.

It wont matter whether Samsung has a .5% sweetheart deal or an extortionate 2% royalty rate. The day that they have an alternative to UDC's emitters, they will stop paying and switch. The partnership that UDC has is an illusion.

If someone wants a quick pop in the stock and just considers this a trade I can understand the throw in the grenade scenario.


I am advocating stopping material shipments. I dont think that is going to result in a quick buck. There is a decent chance UDC would end up in court suing Samsung as they attempted to use alternative iridium emitters and tested UDC's patents.

Slacker
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