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OLED Universal Display Corp
An SI Board Since November 1996
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7189 187 1 OLED
Emcee:  slacker711 Type:  Moderated
The rules for this thread are fairly simple. Anything and everything related to PANL and/or OLED's is fair game. That includes both fundamental and technical analysis. Comments and posts about the general display industry and competitive technologies are also welcome.

The key rule is to keep it civil. That means no trolling, flaming, or taunting. Disagreements can be fierce without crossing the line into the personal.

Longs, shorts, and those just interested in the technology/company are welcome. Just have an opinion and be prepared to defend it.

Slacker
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7189Samsung replaces their Display CEO as they Prepare for Apple's OLED BusinessIceHawk-last Friday
7188LG Display says to invest almost $400 million in South Korea for OLED capacity thelurker6last Friday
7187If OLED currently has 20% share and it goes to 80% then doesn't that imply tslacker7111last Thursday
7186The combined capacity will support a share inversion between LTPS-LCD and OLED fynotgoal1last Thursday
7185The combined capacity will support a share inversion between LTPS-LCD and OLED fslacker7111last Thursday
7184Coherent conference call. See link for full report. Microelectronics orders ofynotgoal3last Thursday
7183Coherent, Inc. Reports Second Fiscal Quarter Results prnewswire.com "CohCooters3last Thursday
7182AMOLED Growth is a Bright Spot for the Display Industry, IHS Says press.ihs.comslacker7111last Thursday
7181 They had 2/3 of Q1 under their belt. They also had the Q4 royalty report. I aslacker711-last Thursday
7180 LG Electronics' profit jumpsthelurker-last Thursday
7179Samsung Gets S7 Boost, Still Leaves Question of What's Next Jungah LeeApr 2thelurker-last Thursday
7178 Radiant Opto-Electronics poised to cope with impact from smartphone-use OLED, sthelurker-last Thursday
7177 Maybe I missed something. The back and forth Korean to English translation calslacker711-last Wednesday
7176AP Systems up 8%, Tera up 7%, both look like heavy volume.Cooters-last Wednesday
7175 Samsung earnings call. - Unfortunately, the arrival of Apple into the OLED ecslacker7112last Wednesday
7174 Turns out I was wrong, Samsung OLED shipments were actually up QoQ. samsung.coslacker7111last Wednesday
7173<I>However, this ignored LGD's own guidance in January that they wouldCooters1last Wednesday
7172What is the price for the Sony 55" monitor? When is it available? I didn&FaradayFan-last Wednesday
7171Just trying to figure out why Q4 was so bad and why 1st half of 2016 seems so flslacker711-last Wednesday
7170 Musing on Material-Confusion on OLED Material Revenues April 26, 2016 AccordIceHawk1last Wednesday
7169 Samsung Display was the largest maker of smartphone panels, shipping more thanIceHawk-last Wednesday
7168Thanks, I like your logic better than mine. Just trying to figure out why Q4 wsoumaila1970-last Wednesday
7167 The big caveat to the previous post is whether management actually knows that slacker711-last Wednesday
7166 I think you need to look at the numbers sequentially. Take out Samsung's $slacker7111last Wednesday
7165Analyst Estimates: q1 sales average = $36.56 million 2016 sales average = $221dca1125-last Wednesday
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