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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