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Technology Stocks : DLB Dolby Laboratories -- Ignore unavailable to you. Want to Upgrade?

To: Cooters who wrote (56)	11/16/2017 9:59:02 PM
From: IntoOLEDs	Read Replies (1) \| Respond to of 324

Sounds good. A little disappointed with the price action on this big up day for the market. Any thoughts?

To: Cooters who wrote (56)	11/16/2017 11:47:22 PM
From: IntoOLEDs	Respond to of 324

Just looked at the transcript of the last conference call at the end of October. First, one has to be put off by the horrible transcription and the typos. You'd think they could do better. Nonetheless, it sounded upbeat and optimistic regarding new initiatives. That said, it's hard to understand why the numbers for next year are so modest or conservative. I hope it's a matter of under-promise and over-deliver. And if "timing" was responsible for this last quarter's revenue shortfall, then shouldn't next quarter be an especially good one? Some things to ponder. And one is certainly left to ponder quite a bit after the call. Being new to this one, I'm taking a conservative long position. Thanks for pointing it out and answering my questions, Cooters.

To: Cooters who wrote (56)	11/19/2017 11:38:42 AM
From: Cooters	2 Recommendations Recommended By JimKelly slacker711 Respond to of 324

There can be a case made that DV will become synonymous with HDR and HDR become same with 4K. Expanding on this concept after reading several articles this weekend, the second part of this equation would be the world to move rapidly to 4K. If you think about the transition from regular HD to Full HD, which was just a doubling of the pixels, equipment made the transition pretty quickly but content did not. We are here in 2017 and virtually every non-streaming transmission is still in 720P. It was a bandwidth issue I guess, not enough demand to justify twice the bandwidth. Even DTV, which has a ton of capacity, doesn't have much 1080P content. Point is, streaming has moved rapidly to 4K and a competitive move by the various broadcasters to match it would really drive the transition. DTV has 3 4K channels, one plays continuously, one has sporadic live sports, one is for PPV movies. Live sports in 4K is unreal. There is an article out today about over-the-air transmissions moving to 4K, the FCC is working on it. I don't yet understand the metrics for DLB with regard to content, but I am sure they get paid in some fashion, and content will accelerate the equipment side, which they told us is a per device royalty. Cooters