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Monday, December 16, 2013 4:34:50 PM
One of my tech stocks is Universal Display (symbol OLED), makers of OLED displays. In today’s Barron’s, there is an article by an analyst covering OLED. He is quoted as saying, '“Apple is launching an OLED-based iWatch,” though he’s “not sure what the timing is” though “It sure feels like it’s a 2014-type of development.” That conclusion is based on industry conversations [the analyst] has had, not feedback from Universal."'
Nothing in the article mentions Liquidmetal or their alloys, but I think it is more likely that we will see an iWatch case made of LM alloys before an iPhone has one. - As I noted, this is speculation on my part, but if true, I’d expect a healthy bump in LQMT’s share price following an announcement to that effect: not because LMT will receive revenues from said product, but because that would be much more of an endorsement of the alloys by Apple than was the MTA in 2010.
Just a nice thought for the longs during this blessed season.
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