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Universal Display Corp. Message Board

bojim743 8 posts  |  Last Activity: Aug 20, 2014 7:12 PM Member since: Aug 14, 2013
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  • Jeff Hawthorne
    We’ve sent tens of samples to them, and we’ll continue to send larger quantity as we progress through this process. And they’ve been working on assembling all of them into modules.

    Todor Mitev - Dasaudi Capital
    Right. How can you send tens of samples when one roll contains at least 500 sensors? Are you sending like a partial rolls? I mean, how does it work? Because –

    Jeff Hawthorne
    You’re breaking up, so I didn’t understand your question.

    Todor Mitev - Dasaudi Capital
    Okay. Your data sheet states that there are always 500 feet. So how can you send only tens of samples? I mean, you should be sending at least 500 –

    Jeff Hawthorne
    We’re not shipping them – we’re not shipping them finish rolls. They’re not set up to handle a roll-to-roll integration process on their side. So we singulate the sensors and send them singulated sensors.

    Todor Mitev - Dasaudi Capital
    Understood. Okay. So – but there is no difference between a pilot product and a natural product from their point of view, right? What are they getting right now should be very similar to what they will be getting once the production, the actual production starts?

    Jeff Hawthorne
    That’s correct. I mean, that’s the goal of a pilot production line. In concept is that it represents what you would get off of a production line.

    Todor Mitev - Dasaudi Capital
    Right. Right. And are you going to account for these samples like an inventory or cost to good sold? When are you going to see what’s in the inventory line [ph]?

    Jeff Hawthorne
    It’s part of the development – right now it’s part of the development cost.

    Todor Mitev - Dasaudi Capital
    Got it. Okay. Thank you.

  • bojim743 by bojim743 Aug 18, 2014 2:50 PM Flag

    I keep selling and it keeps going higher.........................................

  • According to most posters on this board we should be at our lows. I can't believe how stupid the market is.

  • bojim743 bojim743 Jul 8, 2014 11:07 PM Flag

    hot, your desperation is showing.

  • The current contract with LG is renewable at current terms if both sides agree, is in place. The question is will LG sign a contract like Samsung with better terms but a longer commitment. OLED had predicted this contract over a year ago and has since stopped predicting when it will occur Why does LG stay in an apparent disadvantaged contract? I do not know. I do know what a LG contract would mean, especially if the term of the contract was beyond 2017. Any thoughts?

  • Reply to

    This is insane.

    by playpianoson10670 Jun 27, 2014 1:22 PM
    bojim743 bojim743 Jun 27, 2014 2:23 PM Flag

    Sorry to say the short story is kinda holding up. With no projection of commercial production and no updates till next quarter it seems destined to start making new lows again. Will certainly test the bottom at 4 whatever. Company inspires no one.

  • bojim743 bojim743 Jun 26, 2014 12:35 PM Flag

    It may be "bad" and yet with well over 1 million shares traded, that is where it is.

  • bojim743 by bojim743 Jun 24, 2014 10:51 AM Flag

    Wednesday teleconference is a perfect 1 or 0 outcome. 1, they have made significant progress and are in production or set a firm date, like within a quarter by which production will start or the company goes to oblivion. Given its record of non achievement, broken promises, missed deadlines, failure is not a good option. Shorts have the right to be confident as they have been correct for ever. That said, the upside is large should they be in production.

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