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American Superconductor Corporation Message Board

eohippus617 11 posts  |  Last Activity: May 24, 2016 10:24 AM Member since: Mar 27, 2009
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  • Reply to

    "NEW PATENT AWARDED TODAY "

    by pholedphan May 24, 2016 10:06 AM
    eohippus617 eohippus617 May 24, 2016 10:24 AM Flag

    Would love to see UDC announce something about this as far as a production available blue.. Blue is the Holy grail. If they actually can get a stable blue, they could triple their current sales. Remember that you need (about) twice as much green as red and then twice as much blue as green for an emissive layer.

    What this would do to lowering power usage in all devices is very substantial. Could eventually halve the power needs of the devices (actually lower the amount more that that). This would be a game changer.. This is not just adding another color- this would fundamentallyy change the mobile world and the TV world (energy savings alone would kill the LCD market) and exponentially grow the revenue of OLED once adopted. . But only if this is real and the lifetime is real and this is RGB colored blue and they can make useful yields etc....

    Sentiment: Strong Buy

  • Reply to

    New high... congrats longs

    by eclipse20251 May 24, 2016 9:47 AM
    eohippus617 eohippus617 May 24, 2016 10:10 AM Flag

    I have been long here for so long I don't remember when I got in- It is so tempting to sell it all right now and get back in a few days after earnings. Again while I love the rise and feel relieved/elated we are reaching new highs - it is still based on the story and not on fundamentals. Yes I believe the fundamental will eventually catch up, I just am not sure I want to ride the inevitable roller coaster this will be until they do.
    Eclipse, QTMM, Rich, Talk me out of this...

    Sentiment: Strong Buy

  • eohippus617 eohippus617 May 20, 2016 4:26 PM Flag

    So assuming you are really asking and not just puking up more FUD. the patents that expire only cover a portion of the existing emitter patents for the Phospheresent OLED and would get Samsung sued if they try to use other emitters without OLED. This is still iron clad with dozens and dozens of patents protectinfg them and a non-issue.
    Also the basic silly question is that no one has other phospherescent OLED emitters in the market and it would take years to get them as efficent as OLED has them now... We are not talk ing about host emitters here...

    Sentiment: Strong Buy

  • Reply to

    Why I am accumulating on the drops.

    by eohippus617 May 10, 2016 3:38 PM
    eohippus617 eohippus617 May 10, 2016 3:58 PM Flag

    Not so much anomalies as the inflection point, calm before the storm. soon we will be inside the Tornado. It is 2 years behind what we expected, but I still believe they will get there. I think TVs will not be the salvation, it will be tablets, iphones. unlimited form factor lighting and wearable technology... Deposition printing will blow up the wearable technology and things like occulus rift .and variable 3D alternatives (think OLED holographics and Harry Potter type newspapers on rollable scrolls.) are just starting. Plus other uses that we can't even think off. Ten years from now this is a 10 billion dollar company.

    Sentiment: Strong Buy

  • So I re-read the transcript on the quarterly and overall not as bad as I expected. They actually had some growth in emitter sales and they made money. Revenue was down but not as bad as expected and some of that is still the comparison to old Host sales.. One thing that caught my eye was UDC's explanation on LG revenue recognition being 2 quarter behind and not one as we all anticipated. The time for them to recognize the sale between LG display and LG electronics is not the same. so the impression is most of the Q4 TVrevenue will fall into next quarter. If that is the case we may have some serious upside to next quarter. Of course as usual they muck up the call so its vague. Also now that we have the results we may see another concerted short attack, but I would not want to be on the sidelines for next quarter results. Imagine if this company had a really marketing department where the stock might be...

    Sentiment: Strong Buy

  • Reply to

    Sinovel & Donald Trump

    by amsclover Feb 10, 2016 10:30 PM
    eohippus617 eohippus617 May 6, 2016 2:29 PM Flag

    1 Billion from a US subsidiary of Sinovel that no longer exists. Stop beating this dead horse- they are never getting money from the cases... It is a waste of time, much more intersted in HTS wire, Deguassing orders roe navy and DVAR sales etc.

    Sentiment: Buy

  • Reply to

    Please Excuse My Skepticism

    by lajolly123 May 5, 2016 2:23 PM
    eohippus617 eohippus617 May 6, 2016 2:21 PM Flag

    Well, in "Back to the future" they predicted Fusion by 2086 so there you go, we have a little time...

    Sentiment: Buy

  • Reply to

    Earnings - sidelines or be in it?

    by pdoherty972 May 4, 2016 3:13 PM
    eohippus617 eohippus617 May 4, 2016 4:51 PM Flag

    This is a tough one for several reasons. I think they will miss by a significant amount but reaffirm current guidance for the year because of backend buying by LG. I still think current emitter growth is sluggish because of slow cell phone sales. The idiot shorts will of course try to drive this down again based on results but market forces may swing the other way based on guidance. Managment's complete inability to talk to any future positive specifics always makes this tough as they tend to kill any upside momentum based on no knowledge/insight on how to spin things the right way. But I am very reluctant to get out for a short term profit, as in spite of themselves they may have something good to say that even they can't spin badly... Again this went up alot on Apple speculation and is still a story stock, and is 2 years late now on proving actual continued hockey stick growth. But at this point I will not give up on that eventuality.

    Sentiment: Strong Buy

  • Reply to

    What is going on this morning praytell?

    by whoozyurdaddi Apr 19, 2016 9:39 AM
    eohippus617 eohippus617 Apr 19, 2016 1:46 PM Flag

    Buffalo Wild Wings (BWLD -3.4%) is under pressure with OTR Global making noise about Q1 and Q2 trends.

    Sentiment: Strong Buy

  • Reply to

    oled will be better if Trump president

    by brokeoldjoo Feb 26, 2016 4:22 PM
    eohippus617 eohippus617 Mar 3, 2016 5:43 PM Flag

    Well lets start with he is a mysogynist, a bigot, a racist. He also thinks it is all about winning and that is where he is dangerous. Leading a country is not like running a business and its about getting along with the rest of the world and finding win/win situations not beating them to a pulp (talking about Mexico here not ISIS) He has no foreign experience, no diplomacy. no tact. And worse not even basic policies. When asked to describe his policies its "we are going to win so much you won't believe it. " I believe he is dumber than Palin when it comes to the knowledge necessary to run a goverment. In a business ,Bankruptcy will work as a strategy but not in a country, He is not just awful he is scary. You really want this moron with his finger on the nuclear button, seriously? Then I question you basic intelligence.

    Sentiment: Strong Buy

  • Reply to

    What else should we short

    by pvardan1982 Feb 5, 2016 4:17 PM
    eohippus617 eohippus617 Mar 2, 2016 4:42 PM Flag

    So how is this short working out for you? Did you cover yet? so painful for you.

    Sentiment: Strong Buy

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