Is this for televisions? It's hard to understand some of this as we're not in the building walking through it with the plant manager and asking questions. I've been living with the thought that it would be a "one or the other" situation.........either LG would be in the OLED TV business for itself and under its own brand OR it would be making oled products for Apple.
Of course, in the best of all worlds there would be 2 robust businesses and UDC would be an even bigger winner.
I hope you are right and that it won't be hard for Apple to get OLED screens made with UDC phosphorescent materials. Somehow, I sense it won't be so easy. Clearly, if the makers need front money to outfit plants, that part shouldn't be an issue.
"Jed graduated from Bentley College with a B.S. in Finance and has attended classes at both Harvard University and Boston University's School of Engineering, completing coursework in Analog and Digital Circuit Design, as well as Material Science" EVERYTHING ABOUT THIS GUY IS BULL----. Yes, I'm sure he attended a class at Harvard. LIAR LIAR pants on firs
Rul4king........as I understand it, the original 2 lines are yet to be upgraded to produce screens with both red and green phos. Are these the lines that are running the S3? When do you think they will be running our green?
Some time ago, there was conversation that the number was 37. That would fit with Sid's thinking.
On the theory that you are for real, know that the analysts of whom you speak are well named. One is Lyer and the other is Dorkheimer. They have a history of working with the group who short and distort and, therefore, are not the folks real people should pay attention to
According to one of the analysts.........one of the real analysts............the Company has begun to file divided patent applications which means that they take one large, complex patent and divide it into a group of smaller individual patents. The date remains the same and the result will be what was always intended. It's just money and time. Fact is, what happened here means absolutely nothing and it will be resolved, hopefully expiditously.
Let's concentrate on matters of business that matter.............PPG has opened a new plant to make OLED chemicals for Universal Display. This means that there are now 2 different plants.......creates a backup "just in case". It also gives PPG facility to fulfill large quantities swiftly as the market grows.
What happened with the patent doesn't matter at all. THIS MATTERS.
Given the folks on the short side, and given that the patent case is up at bat shortly and given the way the stock has traded for the last few days............makes me wonder what's next in store for OLED. Good point.