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To: slacker711 who wrote (1313)2/7/2012 7:24:06 PM
From: A.J. Mullen   of 1970
 
The license fees will remain constant regardless of Samsung's sales.

How could I forget that?! Of course if Samsung doesn't move products, others won't be interested in following.

Ashley

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To: slacker711 who wrote (1313)2/7/2012 10:01:45 PM
From: Savant   of 1970
 
Does anyone have an idea as to how long the shelf life of the chemicals is?
"minimum chemical sales"

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From: slacker7112/9/2012 8:00:33 AM
   of 1970
 

Presentation at Stifel Nicholas conference.

veracast.com 

The big comment was that PANL is now in the business of selling blue host materials. They must be pairing this up with a blue fluorescent material.

This is very good news. We dont know the exact size of the host material business, but it is likely that PANL has now quadrupled their total available market for chemical sales since September. They were only selling red emitters and are now selling r/g emitters and g/b host materials.


Slacker

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To: slacker711 who wrote (1316)2/9/2012 10:05:37 AM
From: DaYooper   of 1970
 
Thanks for keeping us non- tech types informed on the big picture slacker. It's much appreciated.

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To: slacker711 who wrote (1306)2/9/2012 10:51:42 AM
From: dPaule   of 1970
 
Thanks for your thoughts Slacker. Yesterday, Sid commented that the negotiations with LG were ongoing and seemed to infer that the short term contracts the two have been signing have actually been favorable to PANL because the royalty is basically built into the cost of materials. I got the impression that it might actually be PANL playing hardball here more so than LG. Encouraging but I would really like to see it get done nonetheless.

dPaule

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To: slacker711 who wrote (1316)2/9/2012 11:02:13 AM
From: dPaule   of 1970
 
My wife and I were at a party over the weekend. At one point, a group of folks took out their iphones and began comparing notes. The one thing I noticed was that every person had wrapped their phone in a protective cover. One of our friends is a contractor and his phone was wrapped in what I would categorize as "tank armor". The wrappings definitely added to the size, weight, and some degree cost.

So in listening to the call yesterday, it really jumped out at me when Sid mentioned that Samsung would soon be coming out with flexible displays. And he made the point that at first they would not be so much bendable as unbreakable. It struck me that a flexible, unbreakable screen might be a market differentiator in a very meaningful way.

Does anyone know what substrate (I hope I'm using the right term) material Samsung will be using for their flexible phones?

I've seen links that indicate a flexible LCD screen is possible. But I don't know how realistic that is while staying competitive price wise with OLED or vise versa. Does anyone have any insights here?

Thanks for your thoughts.

dPaule

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From: dPaule2/9/2012 4:12:39 PM
   of 1970
 
Short interest down to 12,529,430 from 13,453,683.

nasdaq.com 

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To: dPaule who wrote (1319)2/9/2012 4:49:00 PM
From: slacker711   of 1970
 
It struck me that a flexible, unbreakable screen might be a market differentiator in a very meaningful way.

Definitely. While flexible displays are a near-term possibility, they are only going to have a gentle curve. It really wont provide much additional usability....but the fact that it will be unbreakable will be a very big deal for the handset vendor as well as the customer.


Does anyone know what substrate (I hope I'm using the right term) material Samsung will be using for their flexible phones?


I have no idea.


I've seen links that indicate a flexible LCD screen is possible. But I don't know how realistic that is while staying competitive price wise with OLED or vise versa.


I havent heard anything from the manufacturers about flexible LCD's so I dont think it is a near-term worry.


One of the things that I think is going to start to happen though is that LCD R&D is going to be cut dramatically. Once companies decide that OLED's are the future, why spend so much on a last-gen technology? I would guess that this has already happened at Samsung and will likely happen at other companies as they need to transition to OLED R&D. None of the display companies are in particularly good financial shape so it will be tough to spend simultaneously on both LCD and OLED's.

Slacker

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To: slacker711 who wrote (1321)2/10/2012 11:52:10 AM
From: dPaule   of 1970
 
Slacker - I see you posted this on Yahoo. I apologize for not posting this on Yahoo but there is just too much noise over there.

messages.finance.yahoo.com 

Now I really hope I am right that Customer C was Sony since they state that their fab is running at full capacity. I don't think we have ever heard about a fab atNagoya.

That got me wondering and I found this on wikipedia when I googled "Higashiura and nagoya". I couldn't get the links to work right here. :-(:

Higashiura is a regional commercial center and a bedroom community for Nagoya.

And then this - dated 12/28/2009:

digitimes.com.tw 

Please note the Sony Higashiura fabs on pages 9 and 10.

Not sure if any of that helps establish Sony as Customer C but thought I would throw it out there.

dPaule

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To: dPaule who wrote (1322)2/10/2012 12:31:02 PM
From: slacker711   of 1970
 
Higashiura is a regional commercial center and a bedroom community for Nagoya.


Thanks, that was bothering me. I couldnt figure out how Sony could have built a fab in a new place without being able to find anything on the web. Higashiura is where there initial OLED facility was and it makes sense if they built new facilities there.

Slacker

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