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Universal Display Corp. Message Board

s2dent4lif 7 posts  |  Last Activity: May 8, 2015 9:18 PM Member since: May 20, 2000
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  • Reply to

    I would love to hear from the Long holders

    by poorhouse_98 May 8, 2015 5:53 PM
    s2dent4lif s2dent4lif May 8, 2015 9:18 PM Flag

    What are the qualifications to be on the 'list?'

  • Reply to

    Earnings Estimate for Thursday

    by spectre16fco May 4, 2015 6:29 PM
    s2dent4lif s2dent4lif May 7, 2015 9:37 PM Flag

    Kudos Specter, your estimate was right on. You missed on guidance but nearly everyone here would agree that the "fifteen percent to the upside" is within reach.

  • Reply to

    Milestone Payment recognized in q1

    by dca1125 May 7, 2015 5:52 PM
    s2dent4lif s2dent4lif May 7, 2015 5:56 PM Flag

    Milestone payment must have come from LGD. They did say only Samsung and LG are the only manufacturers with any significant purchases.

  • Reply to

    Apple Watch

    by s2dent4lif May 7, 2015 5:47 PM
    s2dent4lif s2dent4lif May 7, 2015 5:50 PM Flag

    Your phrase is closer to what was actually stated but he implied that it was at the office; probably with the other trophies.

  • s2dent4lif by s2dent4lif May 7, 2015 5:47 PM Flag

    We can't speak for Apple and know nothing about who makes or supplies the screen but we have one on display at the office. Did anyone else hear the same thing?

    They don't display a product unless they have some contribution to it.

  • Reply to

    Earnings Estimate for Thursday

    by spectre16fco May 4, 2015 6:29 PM
    s2dent4lif s2dent4lif May 5, 2015 5:19 PM Flag

    Comparing income to the last quarter, as others claim is more of an accurate estimate, you get:

    Twenty-eight million in material sales for the last quarter.

    Assume a increase in sales to Samsung to make preparations for the S6 and an increase in volume to LG, as they used inventory in advance of the license agreement; multiply last quarter by a generous 20%. You get thirty-three to thirty-four million in material sales.

    License fees will be modest, maximum five million.

    Total revenue: Thirty-nine million.

    If expenses remain the same as last quarter, thirty-nine million. Profit equal zero.

    That assumes favorable material sales. Much can go wrong predicting sales before the manufacturing capacity is ready. Yes, it is possible sales increased more dramatically; especially if LG is also using green in their televisions, but you can't rely on that. I am hoping for a break even quarter but preparing for a loss of three to five cents. I hope I'm wrong, and will be overjoyed if I am, but I just don't see the numbers adding up.

  • Reply to

    Earnings Estimate for Thursday

    by spectre16fco May 4, 2015 6:29 PM
    s2dent4lif s2dent4lif May 4, 2015 6:56 PM Flag

    Hope you're correct. With delayed royalties from LG, the current quarter risks disappointing. Of course, we could get an increase in materials from Samsung to offset any LG decrease. Too many factors and not enough trailing data; everything , except Samsung, is relatively new and hard to predict. I've sold a few trading shares into the increase in hopes of a return to the mid to low thirties. I will be thrilled if I'm wrong but preparing for the usual irrational exuberance and hoping to profit by it.

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