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No. of Recommendations: 3
Flat Panel Displays.

I believe you hit the nail on the head with points 2 and 3 below. UDC, stock symbol PANL, does not own the patents but has exclusive marketing rights to them, if my understanding is correct (see attached link).

Not unlike RMBS, they will collect royalties on all future products developed with this technology. Unlike superconductor technology, where one must buy a basket to ensure success, if OLED succeeds PANL must by definition succeed. The question is: will OLED succeed?

Unfortunately, one must place bets earlier and earlier (IMO) to reap the best returns. I do wish I had considered this before this weekend, as PANL has doubled in the past few days. In the sake of full disclosure, I admit I went long today on PANL on Monday, 3-6-2000, and have been long on RMBS for some time.

PANL patents
http://boards.fool.com/Message.asp?id=1260033000027000&sort=postdate

PANL informative link
http://boards.fool.com/Message.asp?id=1260033000038001&sort=postdate

Does: PANL compete with CREE - below
http://boards.fool.com/Message.asp?id=1080276000358008&sort=postdate

Discussion of OLED below
http://boards.fool.com/Message.asp?id=1360002000307000


<<1) Flat-panel displays may soon be subject to a tornado, but it's hard to see how a gorilla could evolve from this due to the difficulty in creating switching costs.

2) One possible model would be for the breakthrough company to form an intellectual property company, license technological capability to OEMs, and focus on (a) marketing and (b) further development of IP. Is this a valid model for a future gorilla? If so, we could yet see one in the FPD market.

3) This model has been shown to work in the case of Rambus (frequently acknowledged as emerging gorilla) and ARMHY (status unknown). Furthermore, another British company is just starting down this path and may merit further investigation, especially as there are potentially excellent fits with the FPD market. Any interest?>>


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