Universal Display Corp (NASDAQ:PANL)

They create organic LED's which are supposedly the way of the future. They have strategic alignments and some decent patents. I am all for this one to outperform in 2 to 5 years.

I like the technology - light weight, cheap displays and other cool lighting ideas. I think it's a ways off, but I'm sticking with it.

OLED, the future of television. Roll up displays...

Exciting new technology that should disrupt current small display technology. Innovative company with lots of patents.

This company is ahead of the competition in bringing products based on their technology to market. They hold the highest % of OLED patents and have a solid balance sheet and improving cash flow.

OLED is still being discovered. Only when real products come to market (Apple's iPhone) will the stock reflect the value of its IP.

Strong OLED Technology

great combo -- oled and ecologically-friendly lighting

Dynamic technology. OLED nest generation

It is highly unusual for one small-cap fund to be on the brink of revolutionizing two distinct but vitally important and lucrative industries. PANL is such a company.

Their PHOLED displays will transform the display industry, from tiny 2 inch displays all the way up to HDTV screens. The prototype that was designed by Sony, and displayed at 2007's CES conference, wowed all the audience. Although it is 4-5 years away from mass production, Samsung SDI is currently mass producing small screens ( in devices such as the Clix2 mp3 player from IRIVER) that are getting great reviews.

Next, their PHOLED technology also will transform the lighting industry! Here's how: the incandescent bulbs that we have used for a century are highly inefficient in terms of energy. So the market is switching to fluourescent bulbs. But a white OLED (a WOLED) has the ability to be even more energy efficient than either of these types of bulbs, or an LED bulb. PLUS, a WOLED enjoys a unique form factor: it is incredibly thin like a piece of paper. It will take up virtually no space, which is important in small rooms. Plus, it is planar, meaning it gives off light from its flat surface, in a uniform manner. This makes for a more even distribution of light. Highly desirable.

texas instruments will get part of the action, but these guys are focused on what will be a revolution in cinema and home TV screens.

Universal Display Corporation (UDC) is engaged in the research, development and commercialization of organic light emitting diode (OLED) technologies for use in a variety of flat panel displays, lighting and other opto-electronic applications. Through its internal research and development efforts and its relationships with world-class partners, the company has established a significant portfolio of OLED technologies and associated intellectual property rights. The company owns exclusive licenses or has the sole right to sublicense approximately 750 patents issued and pending worldwide.

The company recently reported that the revenues for the first nine months of 2006 totaled approximately 9.3 million, a solid improvement over revenues of approximately 7.9 million for the same nine months in 2005. Samsung SDI, a large Asian based display manufacturer, which is also one of the licensees of the UDC has recently announced expansion for AMOLED display production beginning in the first quarter of 2007. Samsung SDI is expected to spend approximately $500 million to expand its AMOLED capacity from 20 million units per year to 50 million units per year. This move of the licensee is expected to boost the revenues of the company in the future.

The company recently announced significant lifetime improvement in its T-squared OLED in connection with a joint development program with Seiko Epson Corporation. It also licensed to Epson, one of its inkjet printing path, further improving its relationship with the company. Additionally the company made a joint announcement with Konica Minolta which stated that it was strengthening its OLED development collaboration with them.

The company has recently won a number of contracts from the U.S. government such as: a $750 Phase II SBIR contract from the Department of Energy and a $730,000 Phase II SBIR contract from the US Department of Defense. Looking at all the above significant developments taking place in the company its revenues along with its stock price are expected to move northwards.

Waiting for rapidly increasing license revenues this year.

closing in on perfecting all colors needed to widen there applications.Intellectual property is best in its field.

OLED manufacturer ripe for takeover

Much of what I know about UDC coomes from the Fool itself... however, i think it is obvious that

Organic LEDs are the way of the future. The amount of power saved by converting all the world's incandescent light bulbs to LEDs is mind boggling. It's only a matter of time before incandescents are obsolete and LEDs light the world. Not to mention the opportunities OLEDs provide such a flexible, brilliantly lit screens as thin as a piece of paper.

this stoch seem to be willing to perfom well but nees to get its volum up

Very good company. In the short run - living on borrowed time. Fundamentals look very strange. SELL. Revisit in the fall of 2007.