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: SWU4all who wrote (28579)	1/18/2024 10:36:35 AM
From: slacker711	8 Recommendations Recommended By A.J. Mullen Cooters hitting_the_rock ladcad mikeemarc and 3 more members Read Replies (1) \| Respond to of 29727

Replay is up. A few highlights, but the key is that there were clear answers to a variety of questions. Millard is so much better at communication than Sid and Steve ever were. It also helped that Jim Ricchiuti had done his homework and had thought through how to phrase various questions. They still haven't hit commercial specs for blue but each generation is making progress. They plan on selling a blue host material but are going to be disciplined about capital investments into it. I can only hope that statement means that they are going to ask for long-term contracts if customers want a blue host. I need to relisten, but it sounded like blue would be priced at a premium to green. First time I can remember hearing that.