SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : OLED Universal Display Corp
OLED 145.88+3.0%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: OLEDCLIMBER who wrote (26151)7/8/2021 11:23:21 AM
From: GeorgeBailey   of 26726
 
Hello all- yes one of the best boards for solid info ever- thank you Mr. Moderator. Anyhow I’ve been in this stock for several years and I know others here are same. I promised myself I’d keep half my original position for blue. Perhaps this is the year.
I’ve changed my thinking and looking to increase my position at this time. I love how Oled is in more devices than ever and I think only one contract with LG was renewed early. As a side, I think LG’s renewal had more to do with qualifying for Apple etal, more so than blue.
If anyone can take this Q I’d love to hear some thoughts on the following-
Does anyone have a good feel for how chip shortages will impact OLED next 6 months?
I understand chip suppliers for mobile devices have contractual obligations(priority supply allocations) to avoid component shortages so any chip shortage may not reach oled devices.
I speculate that any chip shortages will have only a marginal or no impact on OLED’s top line.
Btw, I like the stock price foundation being built in the 215 neighborhood but don’t like the macro picture with inflation.
Thoughts?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext