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Yeah, Everyone is so tired of weird price responses to earnings and of anticipating news of blue (And OVJP) then being disappointed, that they either dare not speak or have moved on.
I myself was distressed to see a new LG TV at my local Costco that was a "NanoCell "TV with great picture quality that was playing the demo video loop of the OLED line (as if it was an OLED TV!) Yikes. More confusion for the consumer and more choice in the QD/LCD landscape.
I don't even know if LG is truly dedicated to OLED TV production any longer except for super high end consumers.
Was @ Costco today and saw the new smaller sized LG (48") for sale for ~ $1200. I asked the employee who happened to be standing nearby about sales of the set and he said he thought it had been solid.
The also had two Sony model OLED TVs for sale. I forgot to check if they've started carrying the Vizio that I think is supposed to be coming out.
re board activity - can't add much to what you said.
I expect a good earnings report but we've seen that doesn't necessarily mean a PPS jump. It's hard to know where the broad expectations of the real market actually fall.
Been in this stock for too long to have much expectation of blue news or OVJP either. Maybe we'll be pleasantly surprised someday. But having gotten in (been long) more than 10 years ago, I've done well.
Agree with you on expecting good earnings, but am also not getting my hopes up about a PPS bump/jump. I am fully expecting any positive news in the form of top/bottom line beats to be offset by what will almost certainly be commentary about the potential negative impact of chip shortages which will result in very cautious forward guidance... as in, they are unlikely to raise 2021 guidance despite strong Q1 and [what should be] Q2 performance. I predict The Market will not like that. Genuinely hope I'm proven wrong.