Just ride em out; this one's going to explode to the upside; 56 in a heartbeat. Watch.
"Oh. Never mind."
Anticipate early introduction/staggered availability as a premium product; APPL will not delay introduction until they can meet anticipated demand. Perception of being that far behind the curve is viewed as totally unacceptable.
And you won't - yet. Top down = in every sports bar in the country at premium prices (business expense). Patrons will be lining up for the consumer models.
Good for them! Some folks are suggesting Dr. Frost should take on a massive amount of debt to acquire Quest or Labcorp. NEO makes a whole lot more sense to me (and, doubtless does to Frost, as well). He needs to bring NEO's prostate test under his roof. OPK has too much riding on revenues from 4K to tolerate the risk of it being determined an "also ran"(which WILL be the case if NEO's product is superior).
There's an obvious need to tamp down anticipation of OLED adoption by Apple. Can you imagine the impact that such anticipation would have on the Chinese market? A whole lot of status-conscious Chinese would very likely sit on their hands rather than fork over their hard earned money for yesterday's technology. After all, an I-Phone is already a reach for such consumers; many would hold off on such a purchase if rumors of OLED gained credence. I now view OLED adoption in the I-Phone 7 as a given.
Why on earth would Apple want to telegraph such plans? This "source" of Apple "leaks" clearly serves Apple's interests. I rather suspect that Apple, through such "credible" leaks, does not wish to provide anticipation of AMOLED adoption. Plus, you know Apple is going to integrate a proprietary element to their AMOLED display.
and here's why. NEO is registering explosive growth (do your own research). Just acquired GE's lab business (and GE stays on as a partner investor). This was on the heels of other impressive moves. NEO's prostate liquid biopsy is a VERY REA THREAT to OPk's competing product. While both tests can likely stand on their respective merits, NEO's IS VERY LIKELY to be regarded as the superior product (it reflects a higher level of proprietary IP) at the end of the day. It would, in a word, be STUPID, not to bring NEO under OPK's umbrella before NEO's price explodes (which is highly likely, now that its price has surpassed the level that allows most institutions to invest in it).
You nailed it. Increased regulation has only promoted a radical growth in legal
avenues of manipulation. So brazen; so blatant. SEC is utterly toothless.
Given OPK's recent buyout of BRLI and OPK's investment in liquid biopsy for prostate cancer, I imagine that Dr. Frost has NEO front and center on his radar screen. He could easily make a very strong case for bringing NEO under the OPK umbrella. Just saying. Long term, probably best to remain independent (with a GE assist). That said, it would make sense for Frost to move sooner rather than later. All credit to NEO management on execution.
Don't get so worked up; just let it go. You provide a balanced view and add value to this board. Many people just can't get past some of the over-the-top schtick of your persona.
I think everyone's going to really dig the guidance and other announcements.
Hysterical and how true! Goldman is having a hissy fit; they must realize that they are through acting as OLED's investment banker. More importantly, Goldman will probably be excluded from any advisory services fees upon a buyout ("No soup for you!").
Of course, that's only a hunch.
roll-up screen displays. Won't people freak! When did the U.S. last produce "large" screen displays? I guess it would be the old 25" CRT color sets. Did we ever produce those awful rear-projection abominations? I hope not.