Universal Display Corp (NASDAQ:PANL)

15% drop on May 10 a buying opportunity for those who missed rise. Long term adoption of OLED is rising.

- Over 1000 issued and pending patents on OLED technology. They have the know-how in this fast-growing industry. OLEDs shine brighter and are more energy efficient than current lighting technology. They're a better mousetrap.
- HUGE opportunity if OLED's catch on in televisions. DisplaySearch research estimates the OLED TV market to reach $16 billion of revenue by 2020. UDC's current revenue is only $80MM, so there's a ton of upside.
- Extremely high profit margins, and revenues have doubled in each of the past two years.

Smartphone displays for Samsung have given them a good foothold and reputation in the industry. Adoption of OLED TV's will no-doubt be the long-term driver of growth. And the wildcard is if Apple adopts OLEDs for the iPod (http://www.patentlyapple.com/patently-apple/2012/08/apple-invents-mind-boggling-next-generation-smart-cover-with-multi-touch-flexible-display-solar-panels-built-in-keyboard.html). That development would blow the roof off.

Many are impatient with the long-term story, as OLEDs always seem to be "around the corner". But I like the risk/reward tradeoff.

The link below is a recent report that states good reasons why OLED and LED may be the future:

http://www.marketwatch.com/story/led-and-oled-global-markets-2nd-edition-2013-02-11

I also believe OLED is the future. Once OLED hits the TV market properly, this company is likely to boom in my opinion. OLED offers outstanding picture quality, increased efficiency and lighter more attractive screens over current TV's. Yes it will be more expensive at first, but this is no different from previous technologies such as blue ray, HD and 3D technology which most TV's have now as standard. Also OLED has so many other applications it could be used in. Just think about the other display types UDC offer such as transparent and flexible screens. Just imagine uses for these types of screen in everyday life, I can think of many, medical, military, advertising just to name a few. Plus on top of this you have the lighting industry, think about the changing of street lamps alone to LED.

Jay

OLED - Technology will play out perhaps late 2013-2014.

i like paul and what they stand for

OLED will take time to grow. Short term smart phones and tablets will help keep the stock price steady. In 3 plus years, OLED TVs should make the stock fly. Should easilty beat S&P over this time frame.

Finally, a decent price point to get in on this.

Tom and David (Motley fool) pick this developer of organic LED's for use in smartphone applicaitons

OLED technology will slowly start to become the industry standard for high-end television. PANL owns the key patents for at least 5 more years used in development of OLED.

Excellent article by Keki Fatakia on why PANL will be great stock for the long term. Huge portfolio of patents and growing enthusiasm for OLED displays along with great partnerships with customers like LG and Samsung. Stock was recently beaten up unfairly for bad quarter and does not take into account future prospects.

http://www.fool.com/investing/general/2012/05/23/universal-display-looks-good-for-the-long-run-.aspx?source=itxsitmot0000001&lidx=2

ended a green thumb and am beginning another. i like PANL a lot and think today's price is an opportunity.

Recent fall didn't take account of Samsung revenues

Buying shares of this one. The technology appears superior to alternatives and cheaper. Continued downward pressure on flat panel TV prices should drive continued adoption of this technology.

Despite the drop following earnings (5/10/12) PANL remains on track with rapidly expanding revenues and likely a strong break into profitability this year. OLEDs have a strong potential over the next several years.

Will offer thinner displays, that are sharper, expect Apple will begin using them in their products

OLED is the technology of the future, with benefits in power efficiency, flexibility, and better contrast. Universal display is the leader in this technology, and will continue to expand its business as manufacturers abandon the LCDs. Samsung is going big on OLED, with agreements with Universal and Corning. Look for this business to really grow over the coming two years. Extreme volatility seems to be name of the game here, and there will be many opportunities to add this name to the portfolio.

Higher margin growth driven by surging stream of royalty payments due to growing adoption by device makers of their AMOLED technology that provides brighter and more energy efficient displays.

Mobile device manufacturers seems to be moving toward OLED away from LCD. The recent accumulation of Apple patents related to implementation of OLED suggests that Apple will follow along. Although PANL bulls view this with anticipation, Apple's proven ability to dictate low prices from suppliers gives pause. Overall, though, I think PANL is in an excellent play in the next-gen display space.

OLED!