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Technology Stocks : OLED Universal Display Corp
OLED 160.91+2.8%Dec 8 3:59 PM EST

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To: ynotgoal who wrote (25900)4/22/2021 11:08:47 PM
From: slacker7111 Recommendation

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Creaky Skier

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It's unlikely but the only thing that comes to mind specifically for Visionox is they never said the length of their contract so I guess its possible it was a 3 year deal.

The presentation is now gone but I am nearly positive that Sid stated that Tianma was the only expiring license this year at the Needham conference in January.

Random speculation, but maybe UDC has some pricing mechanism in their contracts that allows them to raise material prices based on the underlying cost of iridium? They could have agreed to reduced prices in exchange for an extension.

I don't know if that is plausible but I am having trouble coming up with non-IP related reasons for these extensions.
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