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Netlist Inc. Message Board

  • cherk_on cherk_on Aug 12, 2014 6:57 PM Flag

    Some things to consider before buying or selling

    The Bad:
    1. Q2 revenue was lower than expected.

    The Good:
    1. They have been officially selected as a supplier by the hyperscale customer with PO expected by year end based on the customer's deployment schedule. Important to note that the customer gave them the schedule. This is as close to a done deal as it's going to get.
    2. Diablo had to admit that they did in fact used Netlist's chips in earlier version of UltraDIMM. Looks like info from whistleblower letter is true. Trade Secret lawsuit NOT expected to be delayed by patent re-exams.
    3. Expect partnership announcements related to HyperVault / NVDIMM. Good change in strategy IMO.
    4. Very strong balance sheet with $17.3mm cash, $2mm SVB revolver, and $9mm available from Fortress if needed.

    The Future (not in any particular order):
    1. HyperVault /NVDIMM partnership announcement
    2. USPTO decisions / IP Licensing deals (including HyperCloud IP for DDR4 / LRDIMM)
    3. Developments from lawsuits including filing for preliminary injunction after deposing the Diablo ex-employees.
    4. Additional hyperscale customers
    5. Announcement of PO from hyperscale customer
    6. Buyout offer is always a possibility

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    • "1. They have been officially selected as a supplier by the hyperscale customer with PO expected by year end based on the customer's deployment schedule. "

      i call bullllschnit who is it ?

      "2. Diablo had to admit that they did in fact used Netlist's chips in earlier version of UltraDIMM. Looks like info from whistleblower letter is true. Trade Secret lawsuit NOT expected to be delayed by patent re-exams."

      diablo used their chips in a early model, this model was never sold. diablo went on designed and was granted a patent on a whole new product. the best nlst can get out of this is?? nothing....

      "3. Expect partnership announcements related to HyperVault / NVDIMM. Good change in strategy IMO."

      since it hasn't happened in 7 years i doubt you see it now, heck just go buy diablos one from IBM! you know it has to be better!

      "4. Very strong balance sheet with $17.3mm cash, $2mm SVB revolver, and $9mm available from Fortress if needed. "

      LOL funniest thing i EVER read! book value per share is a whopping $0.33 per share! in fact if they didn't dilute you suckers for 10 mil and sell warrants at $0.89 you have almost zero cash right now!

      "The Future (not in any particular order):"
      1. none
      2. fortress calls the loan and takes everything
      3. chuck flees the country
      4. spaghetti huffs glue!

 
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