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Technology Stocks : OLED Universal Display Corp
OLED 173.14-0.3%May 17 4:00 PM EDT

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To: OLEDCLIMBER who wrote (26148)7/8/2021 11:23:21 AM
From: GeorgeBailey   of 28811
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.
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