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OLED Universal Display Corp
An SI Board Since November 1996
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18383 307 6 OLED
Emcee:  slacker711 Type:  Moderated
The rules for this thread are fairly simple. Anything and everything related to UDC and/or OLED's is fair game. That includes both fundamental and technical analysis. Comments and posts about the general display industry and competitive technologies are also welcome.

No political rants/slams or even value judgments. The political discussion which is allowed is the impact of specific policy proposals on UDC. For example, the IMPACT of corporate tax reform or increased tariffs would be fair game, but I do not want discussions on whether cutting taxes or increasing tariffs is a good or bad policy idea.

The key rule is to keep it civil. That means no trolling, flaming, or taunting. Disagreements can be fierce without crossing the line into the personal.

Longs, shorts, and those just interested in the technology/company are welcome. Just have an opinion and be prepared to defend it.

Slacker
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18383Thank you for your input. I hope others chime in with their expertise because ithandyman-11 minutes ago
18382How would you quantify Cynora's progress on blue compared to UDC? Evan or slacker7111yesterday
18381Slacker please indulge me on a few questions. How would you quantify Cynora'handyman-yesterday
18380I am so out of my comfort zone discussing the threat but I know there are those slacker711-yesterday
18379I don't doubt that but I'd like to understand better just what threat thhandyman-yesterday
18378That article is also a year old. So I don't think they hit their goals yet.mrlucky200abc-yesterday
18377As I read about Cynora in the article you posted I get the impression that theirhandyman-yesterday
18376The emission wavelength is 470 nm at the peak value. The lifetime of the materiaslacker711-yesterday
18375Kyulux Inc dramatically improves the performance of its blue Hyperfluorescence(Tthelurker1yesterday
18374As a retired purchasing professional, I found the best customer / supplier relat4Rob-yesterday
18373Efficient Outcoupling of Organic Light-Emitting Devices Using a Light-ScatteringI'manoledguy4yesterday
18372Yeah I know what you mean Rob. Hoping an abrupt short squeeze will change the miemitter-yesterday
18371Quite ingenious of Samsung to over-order materials the year before they were to IntoOLEDs4yesterday
18370Hard to understand the results of their recommendations considering they mentionmdglenn-yesterday
18369This out today. I see no evidence anyone can possible project this market. Yet thandyman-yesterday
18368According to Display Supply Chain, Samsung Display's utilization has begun t4Rob-yesterday
18367Motley Fool just put LG and OLED on their July radar as buys.handyman2yesterday
18366Samsung Plans to Launch Foldable-Screen Phone Early Next Year The phone will feaslacker7111yesterday
18365If you compare sequential quarters, which I consider apples to apples, upon rece4Rob1yesterday
18364In 2017, Samsung royalties received and booked came in at $45 million under the slacker711-yesterday
18363There's several parts to the equation. Materials vs. royalties and actual vs4Rob1yesterday
18362Hi Rob, Do you think Samsung numbers will be lower for the full year or it'SiliconTechnologist-yesterday
18361Alienware's 13-inch OLED R3 is a solid choice for crisp, portable gaming butcrash_n_salvage-yesterday
18360Hi Rob, Do you think Samsung numbers will be lower for the full year or it'SiliconTechnologist1yesterday
183594Rob enjoyed your analysis. Curious, what price for the common in Q3 would you pemitter-yesterday
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