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OLED Universal Display Corp
An SI Board Since November 1996
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4204 145 0 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.

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4204I'm mostly a lurker here, but been adding before the jump, and as I've unclewest-yesterday
4203 A3 fab will start up in Q2. Until then they will use the A2 capacity. See noslacker711-yesterday
4202Samsung earnings. samsung.com [Q4 Results] ? OLED:Earnings improved led by incslacker7111yesterday
4201I agree it looks like the LG Chem article, but here is another one that sure looCooters-yesterday
4200 I realize I may be wordsmithing, but they said upfront license fees and not anslacker711-yesterday
4199I meant the implicit royalty rate, which we still don't know. At first theyA.J. Mullen-yesterday
4198<i>I'm not particularly focused on the upfront payment though. That paCooters-yesterday
4197 I think they have that wrong...it should be LG Chem. They are aiming to releasslacker711-yesterday
4196No royalty in Samsung's current agreement, just a fixed yearly fee, paid twislacker711-yesterday
4195I would have created an agreement with LG that I was willing to end up offering slacker711-yesterday
4194LG To Mass Produce Flexible Plastic OLED Displays This Year ubergizmo.com By Cooters-yesterday
4193No royalty in Samsung's current agreement, just a fixed yearly fee, paid twiCooters-yesterday
4192Have UDC ever given the royalty rate from Samsung? Payments were set to increasA.J. Mullen-yesterday
4191Trading idea - Premise : UDC held ALL the cards in the LG negotiation. With an Cooters-yesterday
4190<i>Cooters, I agree with your that they should have structured a deal for Cooters-yesterday
4189I disagree with the suggestion there that management was open about the Samsung A.J. Mullen-yesterday
4188Just saw this at the top of the main page of Yahoo - not just the OLED page. I dPaule-yesterday
4187I've been thinking about the agreement/negotiation. If it were me, I would hCooters-yesterday
4186 We believe this deal should remove some of the volatility around the LG developslacker7111yesterday
4185Canacord has a target of $23. Here's what they (Dorsheimer and Rosenfield) A.J. Mullen-yesterday
4184 (3rd LD) LG Display's 2014 net hits 4-year high 2015/01/28 18:02 english.yslacker711-yesterday
4183 Challenging Korean OLED Chinese, Japanese OLED Display Makers Challenge Korean slacker711-yesterday
4182UDC put this article on their twitter feed regarding the LG deal. They obviouslynotgoal1Tuesday
4181The Apple Watch is shipping in April, CEO Tim Cook announced Tuesday. HoweverCooters-Tuesday
4180Pilfered from QCOM thread, interesting for the focus on OLED and also how this mCooters1Tuesday
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