Seeking Alpha


Send Message
View as an RSS Feed
View sidney's Comments BY TICKER:
Latest  |  Highest rated
  • The Next Generation Of Monitors: A Quantum Step Forward [View article]
    and taking advice from an insider(employee) of qtmm isn't biased?
    Jun 19, 2015. 11:25 AM | Likes Like |Link to Comment
  • The Next Generation Of Monitors: A Quantum Step Forward [View article]
    for the record in the early days ...nearly all the qtmm discussion occured on oled's yahoo finance board instead of QTMM... basically the QTMM folks hijacked oled's board so yes its covered to death there... its not as biased as you think...over the years there must be over 3000 pro qd posts there due to the lack of ethics of qd posters sticking to their own board.
    Jun 19, 2015. 10:25 AM | Likes Like |Link to Comment
  • The Next Generation Of Monitors: A Quantum Step Forward [View article]
    don't confuse the market for QD with the potential success of QTMM. Its like saying if the big 3 automakers sell 95% of the cars you can make it by starting an auto company of your own. How many auto manufacturers tried to compete in the early days and failed?
    Let me give you an idea:

    Bottom line is that QTMM is in no position to compete with QD V or Nano financially no matter how well QD goes in the market.
    Jun 19, 2015. 10:23 AM | Likes Like |Link to Comment
  • The Next Generation Of Monitors: A Quantum Step Forward [View article]
    Here is another insightful post on yahoo finance I'm copying here:
    from April 10, 2015

    Also, you said I was in denial. I assume you were referring to the future success of quantum dots. As I have posted a few times already, Universal display helped fund some of the earliest research in QDs at MIT. Members of the research team founded QD Vision.Janice Mahon, a VP at Universal Display, years ago stated that, theoretically, quantum dots could outperform OLED, IF they reached their full potential. I keep track of advances in QDs, so I'd say I'm not in denial.

    Quantum Materials said they would have the capacity to produce in excess of 25 metric tons of QDs by the end of 2010. Then, they pushed the estimate out to the end 2011. Then, they pushed the estimate out to the end of 2012. People were posting that if they were planning to have that capacity, that surely it was based on a certainty of getting contracts. No contracts materialized. During the Saudi Solar Initiative, Quantum Materials posted their plans on what they were going to do with all those carbon credits they were going to get from the sales of their solar panels. People posted that if they have already planned on what they are going to do with the carbon credits they were going to receive, contracts must be forthcoming. There were no contracts.

    Initial revenue streams were slated to start in mid-2014. Then, that was pushed out to start at the end of 2014. Then, it was pushed out to start at mid-2015. Now Quantum Materials is talking about having the capacity to produce 4 metric tons of QDs by the end of 2015. Why it must mean they have contracts nearly in hand! Given some of the claims made by Mr. Squires when he was CTO at U. S. Global Nanospace (a position he doesn't include in his biography), I'm not surprised at Quantum Materials' consistent failure to deliver on stated goals

    So, I'm the one who's in denial, right?

    Take care,
    Jun 18, 2015. 06:54 PM | 2 Likes Like |Link to Comment
  • The Next Generation Of Monitors: A Quantum Step Forward [View article]
    its too bad you didn't vet your research against the oled yahoo finance board. We've had to put up with over a dozen years of QTMM board trolls there and could easily within seconds shoot your idea out of the water before you looked too foolish here.
    Among the many observations we've posted on QTMM:
    Here is an example recently this year on April 5 2015:

    Here is another way to compare QTMM, the over the counter junk stock VS OLED

    QTMM in one year, between Dec 2013 and Dec 2014 Sold and Diluted qtmm shareholders to the tune of 91 million NEW shares. As of Dec 2014 QTMM had 289,394,000 shares outstanding.

    OLED bought back shares and has only 44 or 45 million outstanding.

    Do I need to compare company cash balances of the two stocks for you? Oh well, Might as well.

    As of Dec 2014, QTMM had 98,457 dollars in cash(ninety eight thousand)

    As of Dec 2014, OLED had 343,000,000 million in cash

    You really should stop posting here as it will only embarrass you. "
    -- from QTMMnutcase on yahoo finance

    anyway good luck buying a lipstick company for a dying breed of pig (LCD).
    LG has firmly stated that OLED is the future and that they will only use QD on oled if needed (LG does both QD and oled in different models). So far QD hasn't been needed to win accolades all around on reviews on their various oled models. I suspect if they had expertise in both products that LG would know whether or when to apply QD to their oled color filters. Therefore you are trying to make a dime on the sale of lipstick on a technology that LG plans to phase out completely with OLED. But there are a lot of LCDs being produced while oled replaces the manufacturing lines from LCD. LG's oled tv target 600k 2015, 1.5m 2016, likely doubling every year after to complete replacement in 7 years (this is a typical cycle for technology diffusion). LG has only 18% of the TV market so heck sell lipstick to the other 80% but then ask yourself whether you think LG's TV market share will increase beyond 20% if everyone else is just selling pigs with lipstick while they sell OLED stallions.

    Anyway if I were an oem and were selecting among QD suppliers to paint lipstick on my pigs, I would notice that QTMM's financial integrity is far worse than the private majors and toss them out of the bidding process.
    What is QTMM's cash position now?
    How many more shares has QTMM issued since the end of 2014 to dilute shareholders?
    many of the yahoo finance forum members have pointed out that QTMM agreements for intellectual property with educational institutions are subject to various covenants. You should find out what they are and whether QTMM is in violation of those covenants already. Could they lose their IP if the institutions decide that QTMM isn't adequately able to take their IP to the market.

    anyway the yahoo finance forums have been beating the oled vs qtmm argument to death for years..regardless it seems that no horse is too beaten for the forum...
    welcome to the debate...
    Jun 18, 2015. 06:26 PM | 2 Likes Like |Link to Comment
  • Universal Display: Opportunities And Threats [View article]
    that said UDC also considered the QD long before they came to market and ruled them out; perhaps doing the same with TADF. history is re-pleat with examples of companies finding other mouse traps and then passing them over.
    Mar 26, 2015. 11:10 PM | Likes Like |Link to Comment
  • Universal Display: Opportunities And Threats [View article]
    well i think he was one of the few seeking alpha bullish editors. That said there is a whole bunch of folks/owners in the yahoo finance forums who have been bullish for over 15 years (but didn't take the time to craft out seeking alpha posts for financial gain (as anyone has the opportunity to do so)...apparently Esekla has been driven out to seek profit beyond the veil of SA after they changed the rules (again as anyone has the opportunity to do so). I would suggest to him that perhaps he try out the newsletter approach in such a way he can be covered by Mark Hulbert (eventually)... right now there are ZERO newsletters in Hulbert's coverage universe that mention anything about oled in the last 3 months (per Marketwatch data the last time I checked).
    Mar 26, 2015. 11:08 PM | Likes Like |Link to Comment
  • Universal Display: Opportunities And Threats [View article]
    the irony is that the outcome of the yahoo finance forum was pretty much "been there done that, we invented it not you"...which would in fact put UDC back in a driver seat...unlike QD funded research where they didn't get the patents even though they funded the research...not really sure how they botched that one but I think it had something to do with the weird way patents are shared in the USA vs other countries. Shared patent <> shared profits.
    Mar 26, 2015. 11:02 PM | Likes Like |Link to Comment
  • Universal Display: Opportunities And Threats [View article]
    ps. as always thank you for your continued interest in covering oled.
    Mar 25, 2015. 02:57 PM | Likes Like |Link to Comment
  • Universal Display: Opportunities And Threats [View article]
    Given SMD's penchant for keeping their technology in house wouldn't this just be more of an SMD/TADF vs LG/Oled battle brewing then.
    Is it likely that SMD would share a new display tech with anyone else?
    They don't seem to have done that with oled in the past.
    It feels like SMD has itself backed against the wall by choosing RGB over LG's woled/kodak filter at the large display level and unless they get something like Kateeva working or a very large mask working (after umpteen iterations trying) they are falling way behind fast. Desperate times lead to desperate measures and perhaps the jump starting another tech (sort of like using qdots to paint lipstick on a pig) is how they handle their failure in ramping oled out to larger displays. Regardless if we are going to experience a full oled replacement cycle before TADF kicks in this is a huge amount of volume sales before lines are retrofitted for another technology. It could be like you say that the costs of a retrofit are much smaller than in past technology conversions (CRT to LCD to LED to LED/QD to oled to ? ). As long as you are fear mongering over future display tech why not discus Magic Leap (google's 500 million $ investment) and argue that displays as we know it will be obsoleted and we'll all be staring at data projected on our retinas. (ironic considering the same miscreant crowd that attacked oled had earlier attacked Microvision for a similar concept in its inception; only this time Magic Leap seems to be gaining a lot of traction with the idea).

    As a follow up, I had always wished UDC had invested in Novaled with at least some of its treasure trove of $. Even if they couldn't have controlled all of it , it would have been nice to control some of it.
    Mar 25, 2015. 01:54 PM | Likes Like |Link to Comment
  • Update: Universal Display's Second Largest Customer Halts Production Due To Accident [View article]
    msg me with info on your sub.
    Mar 23, 2015. 07:34 PM | Likes Like |Link to Comment
  • Universal Display And CES [View article]
    do you recall how long they were down after the last investigation in 2012?:

    frankly the press tends to report the halt but not the start back up. Last time I think it was already up by the time the press got wind of the halt. If the halt only lasts hours instead of days its a bit of a typical media hype effect on disasters. This is not the same as someone's mine exploding and having it collapse completely and having to essentially start over. IMHO the line has already resumed.
    Jan 14, 2015. 04:57 PM | Likes Like |Link to Comment
  • Universal Display And CES [View article]
    Seems more likely you can draw a different line between pre 2011 and CES and post but not for the reasons you discussed.

    Given the interference from "miscreants" since 2011... I take any analysis of the impact of CES on OLED since then with a grain of salt. These folks knew full well what a standard CES impact would bring and took action to counter it (fake Muddy Waters tweet rumor to name just one example of a tactic used to offset any CES attention). Refusing to call out the giant white elephant that has been standing in the room during this time frame is a form of negligence. That said, Motley Fool editors also appear to be unwilling to call it out. Having every pundit ignore the criminal behavior evident is like a pride of ostriches sticking their heads in the sand. At the end of the day it just makes us all look foolish. Pull your head out and acknowledge the massive short and distort campaign that occurred over this time frame and recognize that it impacted the relationship between CES and stock price. If everyone ignores the bully, they don't go away; eventually they do move on to another target but if we didn't ignore them and called them out maybe something would actually be done to stop them. Colluding market makers (option(incentive to maximize out of money options)/stock(coordinate with option market makers with naked short selling power)), media shills, "negative biased - (market maker conflict of interest)" analysts, and hitmen is more than any stock/company can toss in a crowd of pundits unwilling to call a spade a spade...just doesn't help matters.
    Jan 2, 2015. 02:01 PM | Likes Like |Link to Comment
  • Universal Display 3Q14 Earnings Preview [View article]
    SMD has discussed expanding oled into their mid level cellphones but frankly I really wish if they have developed 13-14 inch screens that take a shot at the laptop market and sell to laptop venders like Razer, Alienware, and Clevo based laptops who focus on the gamer markets (these customers are willing to fork up the $ to get the best laptop rigs). If you want to establish a big consumer demand for TV, giving them a shot at medium sized oled screens in the laptop arena would certainly help build up eventual demand for even larger screens. Keep swimming.
    Nov 8, 2014. 10:40 AM | 1 Like Like |Link to Comment
  • Universal Display 3Q14 Earnings Preview [View article]
    the original ramp up I think was expressed as stockpiling for oled tv. I think then it was due to SMD its likely they are prepping for LG. Sad to see SMD stumble so badly on oled TV but great to see LG step up with leadership. What would be VERY interesting is if LG were able to commit serious volume to OLED TV to make a big push for the holiday season (Thanksgiving - XMAS) in a few weeks but that might be asking for WAY too much in terms of timing. If they can't make it for this season I hope this coming cyber Monday is the very last one without an affordable oled TV option.
    Nov 8, 2014. 10:35 AM | 1 Like Like |Link to Comment