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Santarus, Inc. (SNTS) Message Board

sherryjohn727 189 posts  |  Last Activity: 13 hours ago Member since: Sep 9, 2012
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  • Reply to

    Thank you. Thank you. Thank you!!

    by sneakydna 15 hours ago
    sherryjohn727 sherryjohn727 13 hours ago Flag

    Buy at 2.50 sell at 2.90 wash rinse and repeat.
    GLTA

    Sentiment: Hold

  • sherryjohn727 sherryjohn727 13 hours ago Flag

    Baker Brothers will ask to add 3 director to board.
    GLTA

    Sentiment: Hold

  • sherryjohn727 sherryjohn727 15 hours ago Flag

    At some point a real respected stock analyst group is going to crunching the numbers on this company and realize the HUGE potential revenue stream. As long as these patents hold up under review.
    17 billion projected for Ultradimm market. Every 1% royalty could be 170 million in revenue for Netlist which is 7.239 times Netlist 2013 total revenue. A 5% royalty is 850 million in revenue 36.96 times 2013 total revenue of 23 million.
    That doesn't even count what may be awarded from the Google case. Love jury awards in Texas (where large awards for injury cases are frowned upon) a jury awarded 181 million for an accidental death involving a commercial trucker accident and the trucker was not even cited for any traffic violation. Jury hate it when they think the big guy is not playing fair.
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 sherryjohn727 Aug 31, 2014 4:07 PM Flag

    If for some reason Hypervault is totally Netlists 65 million plus 315 million = 380 million divide by shares out 41 million is 9,26 per share cash minus expenses. All speculation of course but could be a huge leap for Netlist balance sheet. Headed for the pool gotta canon ball the grand kids. Have a great day every one.
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 sherryjohn727 Aug 31, 2014 1:18 PM Flag

    continued from above

    My conspiracy theory IMHO the client could be Google. To soften negotiation if USPTO finds all of Netlist patents valid later this year. The first 200,000 modules could be given to Netlist not sure of the value of package but let us say it is 100 million total (pipster and jsm say industry standard is 35-40% gross profit by Netlist competion) gross margin would be 35 million. That is the bait.
    C. Hong has always claimed he only wants to sell boards or sign licensing/royalty agreement NOT SUE COMPANIES.

    If all patents are found enforceable Netlist may look to the future and fore go asking for a huge payout from Google thinking heck 900,000 more servers X 35 million gross profit per 100,000 is 315 million in future gross earnings. Therefore only ask for the 65 million spent on research for rank multiplication mode C and call it even, a win win for all parties.
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 sherryjohn727 Aug 31, 2014 1:15 PM Flag

    History
    Google was found to be using rank multiplication mode C Which was Netlist design and basis for the patents now in question and being reviewed by the USPTO. For now I will take pipster word he/she has found through research that Google change out all of these boards in 2010.
    The entire server industry is now gearing up for this new technology because it is cutting edge DDR4/LRDIMM but Google will not use it in any of their servers in any form because it may infringe on Netlist patents???? Personally I find this hard to believe.
    Pipster has taken issue with my calculation for total cost of Google use of Netlist IP and patents because they were all change out in 2010. Here is a revised example of what the cost could be, I say could be because no one knows for sure how many servers Google has in any one location or in total.

    One site 2012 417,600 servers - Douglas County, Georgia, USA (not sure what this site had in 2010 only have 2012 figures I got off of the internet )
    417,600 servers X 8 slots = 3,340,800 boards total X todays cost per board $702.00 minus Netlist 27% markup is 512.46 base cost = 1,712,026,368 total cost of boards for one site X 1% licensing and royalty fee = 17,120, 263.68. Google has 12 sites I have only done calculation for one site. Feel free to multiply this figure by whatever percentage you feel is an appropriate licensing/royalty figure.
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 by sherryjohn727 Aug 29, 2014 3:35 PM Flag

    on the Aussie exchange.
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 sherryjohn727 Aug 29, 2014 2:22 PM Flag

    If you are booking 40-60% gross margins what is 3-5% of the cost per module to you to bring this issue to a close. If you loose you may have to pay treble damages which could be 300 million or more. Or buy them out for 420 million avoid fees fines lawyer fees and being the good corporate citizen give away the patent to your competition.
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 by sherryjohn727 Aug 29, 2014 1:52 PM Flag

    THE TRUCK
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 sherryjohn727 Aug 29, 2014 11:51 AM Flag

    Turning Out The Lights: Semiconductor Company MetaRAM.
    A past win for Netlist.
    GLTA

  • sherryjohn727 by sherryjohn727 Aug 29, 2014 11:45 AM Flag

    Do any of the former employees for Metaram now work for IPHI?
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 sherryjohn727 Aug 29, 2014 11:33 AM Flag

    Any guess on trial duration?
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 sherryjohn727 Aug 29, 2014 11:31 AM Flag

    Based on your model here the 5% also applying the 1,000,000 @ about 2100.00 each shipped would represent a 100,000,000 award to Netlist based on a win for this trial alone. This may also fall into category of treble damages 300,000,000. I just looked at IPHI balance sheet they only have 33 million cash. How could they pay such a large award? Unless what pipster and jsm suggested that the competition is able to garner 40-60 % gross margins on their product lines. In that case IPHI 2 billion supply contract would yield them 1.2 billion gross profit.
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 sherryjohn727 Aug 29, 2014 11:14 AM Flag

    As pipster and jsm have said in the past they will most likely appeal but the initial headline would cause a bump in PPS. Any guess what that would be? Judge would most likely suggest the parties to submit to arbitration and stay award phase for 3-6 months. Realizing this could set the tone for future licensing/royalty revenue.
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 sherryjohn727 Aug 27, 2014 1:35 PM Flag

    No one know for sure how many servers Google has but a a gestimate has been made by James Pearn
    If you do a search for how many servers google has?
    James Pearn has calculated the following sites and count based on floor space available at each site.

    I must apologize to the board because I had been using 2,400,000 as my count to calculate damages and as pipster has pointed out Google change all of the offending boards in 2010 and again in 2013. So pipster based on the trade publications could please identify which sites were actually changed out and from that we will be able to calculate approximate number Netlist could expect from Google if all patent survive intact?

    James Pearn
    My estimate: 1,791,040 as of January 2012
    And projection: 2,376,640 in early 2013

    417,600 servers - Douglas County, Georgia, USA
    204,160 servers - The Dalles, Oregon, USA
    241,280 servers - Council Bluffs, Iowa, USA
    139,200 servers - Lenoir, North Carolina, USA
    250,560 servers - Moncks Corner, South Carolina, USA
    296,960 servers - St. Ghislain, Belgium
    116,000 servers - Hamina, Finland
    125,280 servers - Mayes County, Oklahoma, USA

    Sub-total: 1,791,040

    Future data centers that'll be operational by early 2013:

    46,400 servers - Profile Park, Dublin, Ireland
    200,000 servers - Jurong West, Singapore (projected estimate)
    200,000 servers - Kowloon, Hong Kong (projected estimate)
    139,200 additional servers - Mayes County, Oklahoma, USA
    Grand total: 2,376,640
    GLTA

    Sentiment: Strong Buy

  • Reply to

    DDR4

    by cj.whit Aug 25, 2014 12:25 PM
    sherryjohn727 sherryjohn727 Aug 26, 2014 6:43 PM Flag

    " does it really matter? honestly google quit using these in their serves way back right after it happened."

    Did they have an SEC filing stating this? How do you know this for sure?
    Do you work or did you ever work for Google?
    If your neighbors house got robbed 1 year ago and the thieve stole all of their outdated appliances and electronic equipment and the police catches them in the physical act ( like Google was caught red handed ). When it goes to trial you can not get off claiming it was outdated stuff. Theft is theft new cutting edge or old. At the time of this incident Google must have thought it was cutting edge technology. They just forgot to pay for it.
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 sherryjohn727 Aug 26, 2014 3:07 PM Flag

    I thought you were LONG. Who are you rooting for? Hope you get paid by the post and reply if so you owe me a beer.
    GLTA

    Sentiment: Strong Buy

  • sherryjohn727 sherryjohn727 Aug 26, 2014 2:51 PM Flag

    Can hardly wait for the money to start pouring in.
    GLTA

    Sentiment: Strong Buy

  • Reply to

    Black helicopters

    by the_phony_guy Aug 25, 2014 10:43 PM
    sherryjohn727 sherryjohn727 Aug 26, 2014 2:42 PM Flag

    NDAs protect sensitive information. By signing an NDA, participants promise to not divulge or release information shared with them by the other people involved. If the information is leaked, the injured person can claim breach of contract.

  • Reply to

    Black helicopters

    by the_phony_guy Aug 25, 2014 10:43 PM
    sherryjohn727 sherryjohn727 Aug 26, 2014 2:41 PM Flag

    What's an NDA? Definition by the book

    In its most basic form, a nondisclosure agreement is a legally enforceable contract that creates a confidential relationship between a person who holds some kind of trade secret and a person to whom the secret will be disclosed.

    Sentiment: Strong Buy

SNTS
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