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Samsung (SSNLF.PK) has sold over 3M units of its Galaxy Note II phone, 5.5" display and all,...

Samsung (SSNLF.PK) has sold over 3M units of its Galaxy Note II phone, 5.5" display and all, since commencing sales outside of South Korea 37 days ago. Samsung has predicted Note II sales will eventually double the 10M+ notched by the original Note, whose success dumbfounded many an observer. OLED materials provider Universal Display (PANL) benefits from Note II sales.
Comments (4)
  • gregreedog
    , contributor
    Comments (77) | Send Message
     
    I hold 400 shares of PANL and haven't seen a dramatic rise in these shares since Samsung started selling the Note II. Maybe this was discounted in prior months. I don't know. However, I'm quite content to sit with these shares for the long haul.
    2 Nov 2012, 06:01 PM Reply Like
  • Chris Lau
    , contributor
    Comments (1918) | Send Message
     
    (PANL) share prices moves whenever they get paid by Samsung. The payment is on a set schedule.
    2 Nov 2012, 06:11 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (851) | Send Message
     
    The licensing payments are on a set schedule, materials sales depend on how much Samsung needs.
    2 Nov 2012, 06:18 PM Reply Like
  • ccornell7
    , contributor
    Comments (3) | Send Message
     
    They included Samsung Licensing payments last quarter. So excluding whatever material they have sold, their net income will not reflect Samsung this quarter. Usually I pick up a bunch of shares after report cause the price generally drops without Samsung.
    Can't the Apple ruling actually force Samsung to increase material purchases from (panl)?
    6 Nov 2012, 11:01 PM Reply Like
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