Without the screen masks we should lose 2/3 of the material sales but we could gain all of the display market held by lcd as manufacturing and materials costs drop and what is apparently the biggest oled manufacturing problem is solved. I would be glad to make that trade (a smaller piece of a much bigger pie), and believe udc should spend a lot more of its time and money trying to get vapor jet out there. I was glad to hear it mentioned at the latest conference (it shows as "paper jet" in the transcript), but in the earnings call it sounded like it was just one of many "long term" projects in the funded university research. If it was available last year, we would be rich now.
"How much thinking does it take to anticipate responding patients - who we know will develop fevers - might be pulled off trial for fear of sepsis thereby skewing results against the treatment arm?" I had the same thought. It seems disgustingly obvious after the fact, but I don't remember anyone on this board bringing this this up before the conference call. I know only management is getting paid to plan for this, but many of the posts here seem intelligent and/or knowledgeable enough that if it was really so obvious someone would have mentioned it.
Good point Biff. I see dividends, even small ones, as the antidote to naked shorting. Imagine the cash it would cost shorts if they really have shorted a substantial number of shares. Unfortunately, most managements loathe the idea of giving even pennies back to shareholders, no matter what their cash flow or balances are.