i do like it for next year. i think the sell off might be anticipation of a flat next quarter--on the cc they mentioned how a lot of q4 revenue came in early, which led to the huge blowout this quarter, but that it might make next q a little light. but yeah, overall, this is a good story. long and strong.
flex display is insanely cool, but is there a possibility that the lighting applications for oled might be the bigger market eventually? i don't know the efficiency stats v. other stuff, but it seems like flexible cool lighting panels could absolutely reshape the entire design philosophy of the industry. thoughts?
they need a website redesign, and more to the point, a brand re-design. take some ownership of the broad idea of the company that helps to keep remote tabs on your #$%$. clean landing page with a simple statement of purpose, with an easy transition into business units, etc. no organizing principle to current site, and no sense that they stand for anything in particular. no, not necessary, but those are the touches that make you look like you have your #$%$ together as a company.