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

To: slacker711 who wrote (11605)	8/3/2017 3:24:06 PM
From: ZikZak	7 Recommendations Recommended By Advanced OLED CentralParkRanger Cooters CycleTed OLEDCLIMBER and 2 more members Read Replies (1) \| Respond to of 29657

slacker, I've probably been too complacent about Q2 earnings prior to this week. Primarily because the analysts appear to have given us plenty of room for a slump in revenues. The $87M consensus is a $13.6M sequential drop (ex Samsung license fee). But now we have Rob Stone at $81M. That's a $19.6M drop. If he's right OLED will see a COHR size plunge probably to sub $100. I would love to learn more about Rob Stone's reasoning. He seems to be assuming Samsung will be working off Q1's inventory increase immediately. I've been assuming that Q2 revenues will be fairly strong, but not for a "good" reason. I can't see that Samsung Q1 revs would be two and a half times higher than a year before just due to some new red sales and A3 expansion testing. I believe Samsung contract negotiations will be very difficult and contentious and I can't help but feel that some part of this is Samsung raising their inventory in case there is a complete break-down in their relations with UDC. I hope I'm wrong and will actually be relieved if revenues come in closer to the $87M consensus. Agree on LGD. All the new customers for their TV panels should mitigate some of the usual seasonal declines. However, recall that for the last 20k expansion in H2 2015 we didn't see a big spike in revenue until Q3. When does all the news we have been hearing out of China start to hit the revenue line? Yes, when does something... anything... from Tianma hit, and when will any analysts ask about EverDisplay? The last I recall we learned from digitimes back in Dec that EverDisplay shipped 200k AMOLED panels Q1 2016, 500k in Q2, and 1M in Q3. Where are they now and whose materials are they using?