Technology Stocks : OLED Universal Display Corp
OLED 93.55-0.1%Jul 13 8:00 PM EDTNews

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To: slacker711 who wrote (14082)1/2/2018 10:29:54 PM
From: EvanG  Read Replies (1) of 18347
I wasnt thinking of the extraordinarily long supply chain for their host materials when I made that comment. UDC had no idea that Samsung was going to move away from their host materials entirely until it was actually happening. That is why the write down was so big. UDC was still ordering new materials for legacy products that Samsung had no intention of ever ordering.

We are talking about the same thing. 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 dont want to go to far afield here but the current Qualcomm/Apple fight absolutely proves my point.

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.

If someone wants a quick pop in the stock and just considers this a trade I can understand the throw in the grenade scenario. Many of us have been in this stock for 10+ years and are still nowhere near retirement age. Don't need an overnight gain and more than willing for another 10+.
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