Excellent point u508 - and to clarify OLED doesn't even make the actual OLED displays - they really only make the materials and develop the technology to make OLED displays and have 100's of patents in OLED panel technology processes. They receive a lot of royalties from Samsung and LG and ship a lot of OLED material. Much of OLED's current share price increase over the last 6 to 12 months - is because of Apple announcing they are finally going to OLED screens.
But I think your right - LQMT has a much larger potential going forward than OLED probably has - however there is a huge number of OLED screens that will be built over the next 3 years! I can't think of any laptops that currently use OLED but HP is working on it and so are others. It won't be long before just about every screen you look at will be OLED.
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