Technology Stocks : OLED Universal Display Corp
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From: I'manoledguy10/5/2017 10:03:14 AM
8 Recommendations  Read Replies (2) of 18370
It is certainly worth speculating about the upcoming Samsung contract and exploring possible scenarios.

That said, I am of the opinion that a contract is all but signed. Samsung would never have committed so much capital into current manufacturing capacity with more coming online shortly thinking they might discard it all in a few years after the end of the this 5 year contract.

Apple would have never decided to go OLED without assurance, probably extremely costly to Samsung if not supplied, that a supply of Oled screens would be available to them which means UDC was certainly considered.

Sid has stated many times and as a lawyer he knows that litigation is expensive and time consuming. UDC has never been sued nor have they sued another company. From the beginning, UDC has negotiated with customers with the healthy attitude of a Win-Win for both parties.

I have stated that my guess is that Samsung and UDC have in place what could be considered a 5 year "extension" of the current contract. Sure, a few caveats, incentives will be considered but both companies are doing very well with OLED and neither party needs to rock the boat at this time.

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