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Quantum Corporation Message Board

micro00 21 posts  |  Last Activity: Jan 22, 2015 11:35 AM Member since: Mar 13, 1999
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  • Reply to

    venture cap

    by micro00 Jan 22, 2015 8:48 AM
    micro00 micro00 Jan 22, 2015 11:35 AM Flag

    most analysts believe they lost Apple

  • micro00 by micro00 Jan 22, 2015 8:48 AM Flag

    Dont know why Diablows venture cap partners just buyout NLST and get it over with. Guess they want to watch their investment go belly up.

  • • UltraDIMM Preliminary Injunction. We believe the preliminary injunction on UltraDIMM throws a wrench into SNDK’s enterprise SSD strategy. SNDK saw the product as a $500MM opportunity that could replace DRAM in servers with NAND, with the goal of increasing UltraDIMM’s penetration into the global server market (ASPs are ~$1k per module). The injunction covers 7 patents on the product and prohibits SNDK from shipping UltraDIMM going forward (shipping currently to IBM & Super Micro).

  • Reply to


    by buffalojoe689 Jan 21, 2015 5:07 PM
    micro00 micro00 Jan 21, 2015 5:39 PM Flag

    "needs to be resolved soon for UltraDImm to gain momentum" pressure is on to settle...

  • Reply to


    by buffalojoe689 Jan 21, 2015 5:07 PM
    micro00 micro00 Jan 21, 2015 5:23 PM Flag

    took reserves (no mention how much) for inventory due to litigation

  • micro00 by micro00 Jan 21, 2015 9:19 AM Flag

    NLST- Richard Shannon attended NVM Summit yesterday, reiterates his Buy rating on NLST this am. Richard has lots of color here, says MSFT presentation shows strong support for NVDIMMs, but that their continued software tuning suggests material revs are more likely to happen in 2H15. Shannon has modeled big customer (which he thinks is MSFT) rolling on in 2H, so this is consistent with his estimates. Richard also believes SanDisk settlement is more likely than not, reiterates his Buy rating on NLST.

  • Reply to

    from SNDK analyst

    by micro00 Jan 15, 2015 7:31 AM
    micro00 micro00 Jan 15, 2015 10:39 AM Flag

    so why doesn't SNDK just use it instead of trying to overturn decision or put out PR saying no big deal and promote carbon2 as a better alternative? Guess you're the only one that thinks carbon2 is an easy replacement.

  • Reply to

    from SNDK analyst

    by micro00 Jan 15, 2015 7:31 AM
    micro00 micro00 Jan 15, 2015 8:39 AM Flag

    so whats your opinion on what would SNDK most likely do?

  • Spoke with Netlist management: Our understanding at this point in time
    is that Diablo/Sandisk/SMART Storage have been dealt a blow with this
    preliminary injunction because the bar set for the evidence is much higher
    than a normal infringement case. If Sandisk is not interested in settling
    the disagreement, and should the case go to trial, and Netlist wins, Diablo
    will be permanently banned from providing their controller solution to
    the ULLtraDIMM modules. This could result in $0 revenues from the
    ULLtraDIMM technology. The one offset is that SNDK could engage MRVL
    or SIMO to develop controllers that design-around Netlist's technology.
    Or Sandisk determines that a reasonable royalty is justified to speed
    the uptake of NAND storage into the enterprise server market, working
    directly with Netlist.

  • Reply to

    Licensing Agreements

    by cj.whit Jan 14, 2015 12:14 PM
    micro00 micro00 Jan 14, 2015 1:37 PM Flag

    Rambus vs Intel in '96

  • Starboard needs to kick CEO out, sell tape business, get operations cleaned up then sell the company.

  • Reply to

    needham note this evening

    by micro00 Jan 12, 2015 5:58 PM
    micro00 micro00 Jan 12, 2015 6:37 PM Flag

    dont care where it was just where I bought it and where its going. So I'm assume you're on this board and upset cause you were stupid enough to buy over $2?

  • Reply to

    needham note this evening

    by micro00 Jan 12, 2015 5:58 PM
    micro00 micro00 Jan 12, 2015 6:28 PM Flag

    Yup .72 to $1.16 and I'm such a loser all the way to the bank. Geez, I'll take this failed penny stock if its going to $1.50.

  • This afternoon the Northern District Of California formally unsealed the preliminary injunction that it granted Netlist in its breach of contract and trade secrets case against Diablo (and by default SanDisk). Click here for our 1/7 upgrade note.

    · The document outlines what the court meant by "in part" when it granted the injunction. Essentially SanDisk and Diablo are unable to continue to manufacture or ship ULLtraDIMM modules pending resolution of the court case (scheduled to begin in March), but it does not include the recall of modules that are already in the field. This is the outcome we had expected.

    · We believe the net result is the same, however, and that the company has effectively put a stop to further ULLtraDIMM penetration into the market. We believe that since the court already sees Netlist prevailing in the court case, that a settlement may be the best course of action for SanDisk and the related parties.

    · Consequently, we reiterate our Buy and our initial $1.50 price target (see our last note below for additional details on the target price).

    Sentiment: Strong Buy

  • INVESTMENT HIGHLIGHTS: We believe that if we are correct (based on recent court documents) that NLST has likely won a preliminary injunction over SNDK, then the court believes that NLST stands a very high likelihood of prevailing in the upcoming contract and trade secret case. It is our belief that this could bring SNDK to the negotiating table rather than face the potential of losing at the trial. Consequently, we assume that a $25-50M settlement (at the low-end) could effectively double the market cap of NLST and therefore we upgrade to Buy from Hold and institute an initial price target of $1.50 (or the midpoint of $25-50M).

  • Reply to

    panic with no basis

    by greatdondada Dec 16, 2014 1:40 PM
    micro00 micro00 Dec 16, 2014 1:50 PM Flag

    i think 2018 since we'll prob hear (what they've been saying for the past 100 years) that they need to ramp up sales force or marketing or R&D or some other excuse to grow the company

  • guess sellers think existing customers pumping wells are going to shut in and no more well water will be coming out...

    The majority of this new oilfield brine water injection capacity at the Mills Hunter Facility has already been committed to several large E&P companies active in the region, secured through long term take-or-pay agreements.

  • micro00 by micro00 Dec 2, 2014 9:31 AM Flag

    OMEX- Mike Malouf believes co close to announcing a new strategic investor in Oceanica, their majority owned deep-sea phosphate mining play. Malouf says cash infusion would alleviate bal sheet concerns while confirming significant value on this investment. Malouf rates OMEX a Buy.

  • Reply to


    by streetnoname13 Nov 24, 2014 5:58 PM
    micro00 micro00 Nov 25, 2014 8:35 AM Flag

    Taking bigger position and adding cash...was ebitda + last qtr so they think this is ready to rip or else they wouldnt have redeemed their preferred.

    In connection with the consummation of the proposed Public Offering, RVL 1 LLC ("RVL"), the beneficial owner of a majority of the issued and outstanding common stock of the Company and of all of the issued and outstanding series of preferred stock of the Company, has agreed to enter into an exchange agreement pursuant to which it will convert all such preferred stock into an aggregate of 36,300,171 shares of common stock (the "Preferred Share Exchange"), conditioned on the consummation of the Public Offering. As a result, each series of preferred stock will be eliminated, and no shares of preferred stock will remain issued or outstanding. RVL, together with its affiliate Aston Capital, LLC ("Aston Capital"), will beneficially own an aggregate of 83,253,863 shares (approximately 68%) of the common stock, of the Company before giving effect to the Public Offering. in the 8k filing, is that the hedge fund and mgt is redeeming all their preferred for stock and they'll own about 68% of the outstanding stock

  • micro00 micro00 Nov 19, 2014 1:42 PM Flag

    Been doing that for years. Mgt pockets the cash then tells investors profits are coming then blows the money. They bagged a bunch of investors again at $1.50 so they can continue to spend and not worry about cash flow. Serial losers.

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