三把火的世界: 2008AUG25 買入 PANL 14.44

2008年8月26日星期二

2008AUG25 買入 PANL 14.44

* 購買理由：
1.由於PANL 與 Konica Minolta 進行專利合作，代表PANL 之OLED材料與 OLED 螢光燈材料有相關性，PANL 相當具有競爭力。
2.AUO為 PANL 前客戶，AUO重新投產 OLED螢幕，預期將增加PANL 盈收。

本股列為核心組合持股。

2 則留言:

trifire 提到...: http://www.fool.com/investing/general/2008/08/26/how-to-profit-from-the-oled-explosion.aspx

No, the real opportunity lies with the companies that invent, improve, and sell the actual OLED technology. The key OLED patent holders are Eastman Kodak (NYSE: EK), Sumitomo Chemical (after buying Cambridge Display), and Universal Display (Nasdaq: PANL). Of these three, Universal has perhaps the smallest market share with only one major panel maker under license (Samsung SDI), but it is also the player with the most to win.; 2008年8月28日上午9:30:00 [GMT+8]
trifire 提到...: 原來如此啊 ... PANL 也是有求於 KONICA MINOLTA

http://www.solidstatelighting.net/documents/articles/gsedoc/10795.html

announced that it has been awarded a Department of Energy Small Business Innovative Research (SBIR) Phase I grant under the department’s Solid State Lighting program. The company will receive $99,919 in grant funding for its program entitled ‘Enhanced Light Outcoupling in WOLEDs’. The program will reportedly focus on a novel optical outcoupling technique. The company hopes to make to double the outcoupling efficiency of the WOLEDs to about 50 percent external quantom efficiency.; 2008年9月17日下午2:47:00 [GMT+8]

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