Get a Step on the Next Big Tech Thing

One of the roadblocks to OLEDs making a splash in the market is whether it will be able to scale the technology into larger screens such as the 32-inch flat panel televisions Wal-Mart (WMT:NYSE) will offer for under $1,000 this holiday season, according to recent industry chatter. And with LCD and plasma prices coming down recently as manufacturing capacity has risen, the potential economic advantages of OLED screens for consumers could be minimized.

In May, Samsung unveiled a 40-inch OLED-based screen. And the energy savings from the lighter OLEDs that don't require a constant running back light may still be enough to entice further investment and ultimately mass production of OLED screens.

We believe both stocks will benefit once the media picks up on potential for OLEDs. While speculative, this technology has the Game Breaking characteristics we screen for when looking for companies that can change the way business is done in an industry. The upside potential from the current prices more than makes up for the downside risk.

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