Tech: Over OLED?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 1 June 2018
⏱️ 13 minutes
🧾️ Download transcript
Summary
We answer a listener question about Universal Display. After seeing revenues surge in 2017, the company has come back to earth in 2018. Does that make it a good time to buy in, or should investors stay away? Stocks: OLED, AAPL
Transcript
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| 0:00.0 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. |
| 0:07.0 | It's Friday, June 1st. We're talking about O-Ed. |
| 0:10.0 | I'm your host Dylan Lewis and I'm joined on Skype by senior tech specialist |
| 0:13.8 | Evan New. Evan what's going on? |
| 0:16.8 | It's going well, ready for the weekend. |
| 0:19.5 | Ready for the weekend. And a quick note I guess before we get too far into the discussion |
| 0:24.4 | we're ready for a different weekend that is actually coming for people that are |
| 0:28.1 | listening to this show because we are pre-taping this episode it is actually May |
| 0:32.3 | 25th we're pre-taping because I'm going to be on |
| 0:34.7 | vacation in early June. I don't know what Evans going to be doing but he'll have the I guess |
| 0:38.4 | the day off from a podcast taping. Yeah nothing new for me. |
| 0:44.0 | So on today's show, we are going to cover a listener question. |
| 0:48.0 | It comes from the form that we have, pinned to the top of our Twitter feed, |
| 0:52.0 | hint-hint listeners, that might want to drop us a cue. |
| 0:54.0 | And this question is, |
| 0:56.0 | I'm interested in the company Universal Display. |
| 0:58.0 | It grew enormously last year |
| 1:00.0 | and then crashed over 60% because of Apple micro LED plans. |
| 1:04.0 | But I see O-Ed as being a big player in the display business |
| 1:07.3 | over the next five years or so. |
| 1:08.6 | What does its future look like? |
| 1:10.6 | And Evan, I think this is a fun one because Universal Display is a company that |
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