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

To: IntoOLEDs who wrote (11591)	8/2/2017 8:13:19 PM
From: Cooters	1 Recommendation Recommended By CycleTed Respond to of 29743

Didn't they beat their numbers and still get slammed?? Don't follow them near the degree I do UDC, but 3 observations. - OLED is only a part of their business. - The front end, capital equipment part of any sector is subject to fluctuations much more pronounced than the production side. - When the OLED buildout slows/pauses, COHR will be the first to feel it, UDC close to last, if at all. Coot

To: IntoOLEDs who wrote (11591)	8/2/2017 8:39:31 PM
From: slacker711	1 Recommendation Recommended By CycleTed Respond to of 29743

What happened to COHR? You seemed to be following them. Didn't they beat their numbers and still get slammed?? Any insights? Do you think that is in any way analogous to OLED COHR's results dont have any short-term correlation with UDC's. However, I think when a stock attracts momentum investors that you have to be mentally prepared for 20% moves. A reiteration of the current guidance without some hint that there is upside to the forecast will likely be viewed as a disappointment by the market. We saw a huge increase in revenues from Samsung last quarter and we simply dont know what drove those numbers. Was it an inventory build? testing of the new equipment? Apple using more materials per device? We'll find out tomorrow. Slacker