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Wabash National Corp. Message Board

wallachgary 4 posts  |  Last Activity: Jun 12, 2014 10:54 AM Member since: Jul 11, 2008
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  • The only one working with Intel pertaining to their technology.

    They are also working with some MAJOR customers who have
    in excess of 1 Million Servers.

    For those who want solid info listen to NLST first quarter earnings conference call.

  • As always, what follows is not financial advice and you must do your own due diligence, etc, but I'm excited because I think this once $12 per share stock is going to start moving back towards the $5-7 range in the next year or two! Or be bought out!
    In 2012, and past quarters Netlist really didn't deliver. As evidence you can chart their stock price down to around .76 cents!
    The most recent article on Netlist has a positive headline but is open to paying SA subscribers only. I've also written, and will write more, free material on Netlist here
    The main point from tonight's earnings call: finally better than expected revenues from Netlist (NLST)! My understanding is the Street knows they are tied up in litigation with infringing rivals and expected them to have far worse numbers. Yet, through winning these suits, and having superior performing products, tiny little Netlist (32M market cap?) is INCREASING SALES in the multi-billion dollar and growing semiconductor industry. Plus MORE revenue will be coming from their patent monetization via ongoing suits against bigger rivals:
    "...we've had pending litigation with a number of bodies in the high performance memory space, Google N5 smart modular, so forth...So I think as we get this kind of definitive ruling out of the government, it allows us and take those validated patents back to the courts in the litigation, and reengaged, reopen the litigation..." [per Netlist CEO Chuck Hong on 2/3/14 conference call, transcript provided by /]
    I'm surprised that 1) both Netlist and Inphi (IPHI) had their conference calls on same evening and more or less at the same time; 2) yet neither of them announced that a deal, such as a payout or a merger, is being discussed or might be considered between the two of them. Maybe a merger / buyout will never happen, but if not then Inphi should pay a big settlement award, plus royalties for future use, to Netlist.

  • In the following excerpt from the Semiconductors Report, the Chairman and CEO of Netlist, Inc. (NLST) discusses company strategy and the outlook for this vital industry:

    TWST: What steps have you taken to strengthen your I.P. position, and how secure would you say it is at this point?

    Mr. Hong: We've invested tens of millions of dollars over the last six to seven years in building out and fortifying our patent portfolio. We have two main areas of I.P. First is the I.P. related to high-performance server memory, which covers the emerging LRDIMM market. This set of patents came out of the development of our HyperCloud product line. The second group of patents is for hybrid memory, and covers NV and other kinds of emerging technologies that combine flash and DRAMs in one system. This I.P. came out of the NV product line, which we created some six years ago.

    Importantly, both patent families are being validated through re-exams in the patent office. Recently, we emerged victorious after nearly four years of USPTO re-exams on patents '537 and '912. We are now owners of the only LRDIMM patents to have survived the rigorous scrutiny of a full re-exam and appeals process at the USPTO. LRDIMM is a $1.3 billion market this year, forecasted to grow to $5-plus billion annually by 2017. The re-exam victories firmly position the company to benefit from this large, growing market through patent licensing.

    The hybrid memory patents are currently the subject of a major litigation against SanDisk and Diablo in the Northern District of California. We believe that their product ULLtraDIMM infringes on at least seven Netlist patents and was built using stolen Netlist trade secrets by Diablo Technologies, a former silicon contractor. We are making good progress in this case, and we are confident that we will prevail when all the facts are brought to light.

    TWST: What do you think will be the next wave of innovation in the industry, and how are you working to make sure that Netlis

  • wallachgary by wallachgary May 14, 2014 7:18 AM Flag

    I am long tens of thousands of shares. My question is if each of their product markets are in the billions of dollars why don't their sales reflect larger increases?

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