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


To: ZikZak who wrote (11615)8/3/2017 3:31:58 PM
From: slacker711  Read Replies (1) | Respond to of 29659
 
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.


Thanks. I misread that line and thought it was Q2 2015.


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 hadnt thought of that angle. If that is happening, we would probably see consistently large numbers from Samsung through this year. I hope some analysts attempt to pin down management on the possible parameters of a deal.

Slacker