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Player Avatar TSIF (99.96) Submitted: 8/28/2012 10:13:07 AM : Outperform Start Price: $37.44 OLED Score: +6.60

Analyst opinions of how Apple's court/patent win against Samsung will affect Universal Display Corp are mixed. Those who feel it will have negative impart are generally concerned with short term as Samsung and other Android users delay product announcements while they "innovate" around the patents. Overall, the 12% drop in Universal Display Corp when I entered my upthumb seemed excessive, but it is difficult to know how investors, who are typically short sighted and who in particular do not like "uncertainty", will respond. Universal Display Corp has "rebounded" about 5% since I made this call. I probably would hold at this point, or be tentative, while things settle from both a real life and a CAPS play. Typical patterns, (although the markets strive to not be typical), would be another selldown a few percent.

Overall, Universal Display has shown consistant growth and while I'm not a fan of relying too much on foward P/E and potential in this uncertain market, Universal Display has the characteristics that long term it will weather this and mature further. The cellphone market with it's frequent phone "turnover" will continue. Sells in third party countries, patent infringement or not, will continue to be the growth engine.

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