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Universal Display Corp. Message Board

  • sidneyleejohnson sidneyleejohnson Feb 25, 2013 9:52 AM Flag

    To all the analysts WHERE ARE YOU?

    Not really sure the analysts are following our board...but what have you been doing this weekend? Where is your confirmation that the supply side oled news (DUSKAN, SFA) lines up with this SAMMobile unofficial rumor? Shouldn't you have had counters ready this morning saying our channels indicate this or that in response to such a rumor. Either confirm it or deny it but don't leave the market in a state of uncertainty. All the "buy" or "strong buy" analysts should have been working overtime on the phones to Korea this weekend. (DFA, SFA, SMD, etc). Lastly if its just a supply issue ...and lastly if its a supply issue determine when the oled supply lines would switch over from s2, s3 to the next gen phone...is the problem really that SMD is still selling too many s2, s3 to have any room for amoled on s4?

    Sentiment: Strong Buy

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