Seeking Alpha

Beaten-down Universal Display (PANL +4.1%) finished 2012 with a solid gain after Cowen and JMP...

Beaten-down Universal Display (PANL +4.1%) finished 2012 with a solid gain after Cowen and JMP each predicted the company could benefit from CES product announcements. Cowen thinks Samsung could introduce 5" 1080p OLED displays at CES (matching Sharp's LCD panels), and notes it's expected to show off a flexible 5.5" 720p panel. JMP thinks a 55" Samsung OLED TV could also appear, and points out there's growing speculation about phone launches involving flexible displays.
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Comments (2)
  • twalways
    , contributor
    Comment (1) | Send Message
     
    Shortsighted investing philosophy of "what did you do for me last quarter" played into hands of newcomers to OLED technology and UDC's key position in it--gave them a chance to load up on stock in the mid 20's.
    1 Jan 2013, 04:50 PM Reply Like
  • reaso2000
    , contributor
    Comments (2) | Send Message
     
    Amen. I was able to get back into an investment that I thought was well out of my reach and load up! Been following UDC since 1998 - yes, 1998. This IP/Materials/Process company *IS* the next Qualcomm - only bigger!
    19 Jan 2013, 11:15 PM Reply Like
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