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Let There Be Portable Light |
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Wednesday, 11 May 2005 |
Let There Be Portable
Light
Motley Fool -
USA
Techno-geeks have been pining for and hearing about organic
light-emitting display technology -- more commonly referred to as OLED -- for
years. For investors and gadget geeks alike, it's frustrating, largely because
it takes time for a new technology to displace incumbent technologies. And it
takes even more time when all of the companies that sell the existing
technologies have invested in plants designed to manufacture what's selling
today.
A handful of MP3 players and other devices that use OLED screens are out today
and in consumer hands. In the meantime, what we're really waiting for is the
holy grail -- a larger, light, flexible, and portable display from the likes of
Sony and Samsung.
All of this means that looking at a quarterly earnings report for Universal
Display is more an exercise in evaluating cash burn and development of revenue
streams than it is an analysis of bottom-line profitability on a
quarter-by-quarter basis.
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