Universal Display Corp (PANL)

I like this foolish article from 2002 on PANL. http://www.fool.com/portfolios/rulebreaker/2002/rulebreaker021217.htm

Seligsohn's work with IDCC seems to have turned out well.

I would love to hear someone defend the criticisms of oled in this article. I have been buying into the PANL story, literally, but reading this article has me wondering. I don't know enough about the technical aspects to debate it so I thought I would try bringing it up here.

http://www.appleinsider.com/articles/09/09/14/from_oled_to_tegra_five_myths_of_the_zune_hd.html

Low Professional Price Target

have positioned themselves well for the next big advancement and use of OLED products.

demand for OLED will be huge due to energy conservation efforts

OLED is the way of the future and this company holds some nice cards to play on that market.
Only questions is when will OLED explode but it's surely within 3-5years.

This company provides crucial technology for next generation displays (OLED)

OLED will be a "rule breaker". It decreases energy consumption and will be strongly encouraged by the administration.

I've been trying in a lot of different ways to get at the players in things like the Kindle without going to AMZN (which I should have since they've doubled up). This is a possible play there, but has been a little disappointing so far.

OLED is coming of age with AMOLED products hitting the market this should easily double or more over the next year or so. Ultimately will get bought out so lot of upside at this point not much downside except not profitable yet.

This is a homerun type of company. They have all the right ingredients and it will depend how soon their product will be integrated. They have an ambitious vision which is to replace everything from tv's to light blubs. If they succeed, this is a 10 banger.

I just see these guys doing big things in the future. The technology is novel, and the market potential is huge.

This is a big play on digital display technology and the constant improvement that the consumer demands. OLED is the next step in the TV evolution and these guys will benifit tremendisly.
Jump onboard for this ride.

Extensive IP, relationships with leading manufacturers, disruptive technology on the brink of changing the current standard.

OLED technology is the next standard for video screens from cell phones to laptops due to size and energy requirements. As tech goes more mobile, OLED tech will help pave the way to ever more powerful and useful devices. And beyond that, as the world goes green, OLED lighting will be a solution to energy efficiency in long lived and adjustable (intensity and color) lighting solutions. Still a high risk stock with no immediate catalysts to produce serious revenues from licensing the technology and selling the chemicals.

Earnings to move sharply lower--not yet discounted into the price. Growth-adjusted forward PE nearly twice the industry average.

OLED. Anyone own an LCD device? The technologies being created will allow you to change the color of your car, daily. It will allow industry to "paint" tiny paticles on flexible paper. I believe that PANL is a great pick within this world, I know others exist.

OLED's are coming

OLED the next big thing coming to tvs. They have contracts with Samsung