Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : OLED Universal Display Corp -- Ignore unavailable to you. Want to Upgrade?

To: mirage2017 who wrote (10708)	5/3/2017 5:41:36 PM
From: Cooters	6 Recommendations Recommended By CentralParkRanger JimKelly mdglenn OLEDCLIMBER richthedude747 and 1 more member Respond to of 29743

Fwiw, I am ridiculously long going into this report but no trades either way. There is still tomorrow,lol I think there is a monster move yet to come. It will look like the COHR chart in time, but when or why that next leg starts is not clear in my crystal ball. It could be as early as tomorrow. It could also be into next year. Good luck to all, Coot

To: mirage2017 who wrote (10708)	5/3/2017 9:49:09 PM
From: IntoOLEDs	3 Recommendations Recommended By CentralParkRanger CycleTed FJB Read Replies (1) \| Respond to of 29743

I've had the same impression. SOO quiet. I have several thoughts: 1. Some have been burned so often by OLED earnings, why get optimistic? 2. Summer is coming, traditionally bad for OLED. 3. Some sold but are still "longs at heart" but wanting to get back in at a better price. (see #2) 4. Some are really long but simply not wanting to Jinx it. 5. We are a bunch of well meaning investors and at this frothy price it's hard to want to pull others in (like the always misleading investment houses always do with their upgrades.) Personally, I've lightened up a bit and sold more covered calls, so I won't be too disappointed either way, so I feel I can talk about it. The market's reaction to several earnings calls on other big names have been very unpredictable and hard to understand and there is certainly market risk after a big market run-up in these tumultuous times. I think it'll be a "great" quarter with 30-40% QOQ growth in revenue (both because of new screen manufacturers and a more favorable mix of emitters) but because of the big runup of late, the market reaction will be "show me more". Show me a new Samsung contract. Show me blue. Show me a bigger moat against TADF and microLED. Were I the market, that's how I'd respond. And I know that Management holds their cards very close to the chest and won't give too rosy an outlook. One thing I've learned is that I don't hear much more from them at conference call time than I've already learned from this board . Good luck to all, (but of course that's impossible). Thanks again, Slacker for this informative venue over these many years. -BOB