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Netlist Inc. Message Board

  • sigma_x000 sigma_x000 Jul 3, 2010 8:16 PM Flag

    Blog Post on NLST...

    I put together a pretty lengthy post on NLST for my followers on twitter and for traders on stocktwits, of which I have quite a few. If anyone has any input or can point out anything I might've missed, as I'm sure I did, I'd appreciate it if you'd let me know.

    In the meantime, enjoy. (And, incidentally, if you want to follow me on twitter, my ID is @sigma_x00.)

    And this is my blog.

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    • I chalk it up to boiler plate language.

      If you read the disclaimers of everything that could go wrong with any stock you would never invest a nickle.

      Gotta love them lawyers.

    • Fair enough - but why go out of the way to specifically include the language in the prospectus if they have no intention of shorting the stock after the offer?

    • With a low float and high beta, it's hard to put a static value on NLST but look at it this way.

      The day before the secondary, NLST was about $4.50 after a recent run. If they do a 25% dilution in real terms the stock is worth 3.38 plus the cash received. $3.85 seems about right.

      Any fund with big enough pockets can for a time take a stock higher or lower but there in no advantage to an underwriter shorting his clients. In fact if word got out that the underwriter was deliberately driving down the price after selling the new shares, they should be washed up in the business.

    • Nice blog. Now loaded witn 320,000 shares.

      Love the U.S. stock market.

    • Another Lord of the Netlist.
      Great Post!

    • Excellent post!! Do you have any links regarding the Google case? I would like to do some of my own digging.


    • There is a lot of pressure to rapidly increase server memories as more and more people use faster internets and more and more humans around the world are getting smart phones with 3g and 4g access,the pressure to upgrade is on.Every major company in the world has to upgrade their server memories pretty soon.

    • That is a very insightful blog post. The author met his obligation of including doubt by mentioning the possibility that Netlist's HyperCloud could be a hoax. In my opinion, there would have to be super collusion among SMC, Viglen, Intel, HP, and Dell to pull off such a hoax. Never mind the public records of litigation between Netlist and others that appear to strengthen Netlist claims of infringement and ownership of the IP that made HyperCloud possible. The company should do well even if the PPS suffers in the current market conditions. Netlist has no financial need as a company to pump its stock price, since it is not in financial distress at this time. I tend to believe that the PPS will be a big gainer by the end of the year in spite of a down trend in the current overall market simply because Netlist has a superior solution for "on board memory" that will be needed for the bulid out of the new Cloud Computing trend. Everyone else will be late to the table. Even Google may end up being one of Netlist's customers. Viglen stated that Hyperclould is superior to Mode C modules. That might include the mode c modules that Google is using in its current Caffeine Servers (Baidu will need a bunch of servers stuffed with memory as it takes a grab at the U. S. market). I think Google had planned on having another 2 year advantage over its competition till JEDEC comes up with higher industry standards for server memory. Now Google's current modules will not be depreciated out completely before Hypercloud makes it obsolete in performance. Cisco's plan to fill the 2 year memory gap by suppling customers with mode C mother boards and mode C modules, may also be adverssly effected. Netlist should be the big winner. Dell, Intel, HP SMC among others will be grateful. But, this is all speculation.

    • sigma,

      Pretty good honest evaluation.

      One correction. Inphi countersuits are still active. They settled with Metaram.

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