Yeah, they beat even the highest of the analyst estimates on top and bottom, and if it is like 2012, they could show a 0.20 EPS next quarter.
From the article, holds no punches - "Please stop this unrealistic marketing hype around XPoint. It's shiny, brown and creamy #$%$; everyone knows it, and your XPoint emperor has no clothes, only soiled diapers"
Netlist invented NVDIMM, they have been the only mass producer/seller on the market over the past 5-10 years, they have seminal patents for NVDIMM.
Five years ago, IPHI still had 5 years of hemming and hawing at the USPTO to try to use the system to outlast Netlist's ability to remain in business. They no longer have 5 years at the USPTO to do that. Open your eyes to understanding what is happening.
Gail said she thought they would see the milestone be spread out in Q1 (Jan-March) and Q2 (April-June). Hope to see $3.5 in each.
deferred revenue related to the Non-recurring engineering milestone payments from Samsung, they still have about $7M in payments coming to them in revenue in the 1st half 2016
HP has been a friend to Netlist, they qualified HyperCloud and the HP tech guy supported Netlist in the Trade secret case.
Here we have an innovative little engine in California and they are forced to partner up with Samsung because the native US firms all want to kick the little guy around and beat him up for his lunch money instead of playing nice and cooperating.
The behavior of Diablo and SmartMod was like a bully picking on a nerd, they didn't respect Netlist and they trashed them at every turn. Look at SmartMod filing the sham injunction request against HyperCloud, they deceived the patent examiner to get their lone patent issued in order to smear Netlist and hold them up in the courts.
They have been tied up in patent re-exams going back to 2009, that doesn't help business when the validity of your IP is in question. You had the SmartMod CEO telling Netlist that they would tie them up in court till they ran out of money.
Chris Mellor tweeted the video, Violin CTO makes the comment at about 2:00 in
Tommy, get out of here, the price after hours was $1.25, now it is over $1.50. You tell me if it was nothing.
"Netlist has posted the final written decision from the PTAB on its website in the investor relations section and provided additional comments on the validity of specific claims in this release to clarify actual events and address recent reports." Great to see them countering those who are trying to 'muddy the waters'
Tommy, yesterday's after hours was not a "move" it was nothing. Someone tossed out shares at the end of day to try to push price down, probably used a market order at 3:59:50 to sell and they last lot of shares closed after hours.