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Netlist Inc. Message Board

  • z_for_three z_for_three Nov 25, 2011 9:22 AM Flag

    INTC Romley Delayed until March

    Per flyonthewall.com

    Not sure if any NLST estimates includes revenue from Romley, but the type of news longs don't want to hear.

    Also, how can Hypercloud be exclusive to HP but IBM still use Hypercloud non-exclusiely? I don't get that. HP's deal is exclusive, so how can IBM or anyone else use the product? Is the exclusivity specific to one type, series or version of Hypercloud technology?

    Please explain.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • I said that before; any delay of Romley should be treated as big or huge positive for NLST FOR LONG TERM.

      The offerings from major competitors can only work on Romley, so delay of Romley gives NLST higher revenue and, what even better, much greater momentum moving to Romley.

      Too many new comers buy and sell in days or hours and never care about LONG TERM.

    • I will....and you start covering!

    • Well then, start chasing!

    • It's only testing agreement.

      They didn't release the actual agreements.

      +++++++++++++++++++++++++
      DELL has been NLST partner for the past 5 years or so. Therefore, those testing won't have any major impact in any event.

      DELL has 15% of the server market. If we include the other smaller server makers in the HPC, NLST actually has had a higher than 15% server market to work with in the past two years.

      We won't know the definite answer until DRR4 is out. Therefore, I would expect both HP and IBM will wait for DRR4.

      In any event, even if HyperCloud would survive DDR4, it's impact will be extremely limited. Everything thus far has been hype.

      I want to see the pricing of the new share offer, and what those big shareholders will do afterwards, around $2 probably will be where this is going.

      • 1 Reply to h_grant_h
      • You guys need to understand that, none of the top supercomputers needed HyperCloud in anyway.

        HyperCloud, in essence, is merely a little trick to compensate the shortcoming in the current DDR memory drivers - the software that manage the memory usage between the Intel and AMD CPUs and the DDRs.

        NLST has been exaggerating HyperCloud in every possible way, in order to raise cash from those suckers on the Wall Street.

 
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