from Paulo "That is, anyone who manages to marry NAND cached with DRAM and offer it in a package which can connect to the memory bus through the DDR4 standard can do it without a license. Whereas anyone able to produce 3D XPoint memory cannot sell it without a license (and paying royalties on it).
#1. If any company produced a 3D XPoint memory without licensing from Intel, they would surely be in court, like tomorrow, This is such a pointless comment.
#2 Anyone who can produce a package that connects to the memory bus through the DDR4 standard slot, most certainly does NOT need a license from INTEL to do it, because they would be using their own IP to do so.
#3 The deal with Samsung and Netlist is to produce #2 above and sell it to those who are incapable themselves to producing #2
The guy Paolo makes his investment decision not to buy NLST "only" because he thinks NLST /Samsung is not exclusive and can be copied, so therefore, in his mind....NLST is not a good stock to buy. HAHAHAHa
Sentiment: Strong Buy
The signal timing in the distributed buffer architecture claimed in the '632 was invented by Netlist and incorporated into its HyperCloud® product at DDR3 and then, years later, adopted by the broader industry for DDR4 LRDIMM.
It is a Flash-DRAM hybrid memory module:
Publication number US9158684 B2
Publication type Grant
Application number US 14/489,269
Publication date Oct 13, 2015
Filing date Sep 17, 2014
Priority date Jun 1, 2007
Also published as: CN103890688A, 7
Inventors:Hyun Lee, Chi-She Chen, Jeffrey C. Solomon, Scott H. Milton, Jayesh Bhakta
Original Assignee: Netlist, Inc.
This is an interesting story recently about how Samsung is stepping right into the game. " Samsung, in particular, is in a nice spot to flood the market with either of the opposing NAND or DRAM mediums. It is in the process of building a $23 billion fab that will be operational by 2017, and that, by some estimates, is large enough to equal the 300mm wafer production of SK Hynix and SanDisk combined. Samsung isn’t commenting on what its "superfab" will be used for, but it can pump out either NAND or DRAM. If Samsung chooses to flood the market with cheap NAND on one end and cheap DRAM on the opposite end, it can create enough price pressure to relegate 3D XPoint to niche applications, at least until Samsung is ready to roll out its competing technology." Ahhhh "roll out its competing technology?? Do they mean the "standard interface" being developed with Netlist in order to use the NV DIMM-P in the memory channel.? seems like it could be.....Seems like it could be, remember...Intel/Micron 3D XPoint is gonna only be a proprietary item and not JEDEC compliant. That is why Samsung wants to create a "standard" product which is JEDEC compliant and will be more mainstream acceptable.
Paulo says "Netlist doesn't really have something which is directly comparable to 3D XPoint memory" ...Yeah he might be right, they have something better....Samsung.
I think many here are misinterpreting the whole agreement. I can clearly read this and take it for what it says exactly."work together to jointly develop a standardized product interface for NVDIMM-P memory modules in order to facilitate broad industry adoption of this new technology". The keyword here is "product interface". It does not mean the NVDIMM module itself. Why do I say this....because further into the 8k it clearly states ..."Both parties may enter into an additional agreement in the future for Samsung to be granted commercial license for the Company's NVDIMM-P technology" .....and this NVDIMM-P is the product that Samsung has " a Right of First Refusal wherein the Company will provide Samsung the right to acquire the Company's NVDIMM-P technology in a separate, subsequent transaction before the Company offers the technology to a third party." There is nothing being hid here in this language its pretty clear. Netlist and Samsung are developing a "interface" for the NVDIMM-P but NVDIMM-P is still a product completely controlled by NLST currently. When they bring it to market, Samsung gets first crack at it, and will involve a "commercial license" being signed for additional compensation for the NVDMM-P "modules".
Sentiment: Strong Buy
Wow what a friggen idiot, posts on sooo many message boards about pure paranoid BS. This is one poster that is best to not even respond to, because the poster doesn't even read the replies or respond...The posts do not even make any sense.
3D Xpoint is not even possible to install into the current JEDEC standard DDR4 slots.But NVDIMM it is possible. Intel/Micron need to come up with new interface as well and what they are planning is not even a JEDEC standard
No Sherry...look at it this way....IPHI cannot buy anything unless someone was willing to sell. (netlist). Netlist has protections in place to prevent someone from going under the radar and attempting to buy control on the open market. So that theory is gone. If IPHI came to Hong and said, hey we want to buy 51%. Do you really think, after 5 years of severe trauma to Netlist's reputation and opportunities with lost sales, and that associated cost, that Hong would even consider dancing with this devil?? Especially after forging a relationship with Samsung? No it wont happen...I say this with more conviction than me knowing that either Denver or Charlotte will win the Super Bowl game. Hong would be outta his mind to not want to make INPHI pay very dearly for all this headache.
has been in FULL Production since early last year. And these all have NLST IP in the distributed data buffers used on the boards. Go ahead and Google P/N M386A4G40DM0 and you will see them for sale everywhere. And on the front side of the board, you will see the 9 distributed data buffers along the card edge.. This is Netlists' baby.
Where do you think Load Reduction comes from??? Its NLST patents....and No....NLST will not create a product of DDR4 that would be in direct competition to the people with whom it will be collecting license revenues.
from what I understand... 3D XPoint memory only uses the PCIe slots and not the DDR4 memory channel, which Netlist does. In order for Intel to use the 3D XPoint memory IN the memory channel, they need to have upgraded designs on the motherboard interfaces.
Thats right dummy....PCIe slot....it CANNOT be used in the DDR4 bus until they INTEL release's a new CPU and interface for DDR4 .......and that aint happening till 2017 sometime. NVDIMM fits in the DDR4 slot NOW !! Get it? NOW!!
Paolo strikes me as a opportunist, with no real knowledge but try's to portray enough knowledge in order to get people to buy into his investment analysis service. He has some 3000+ followers gee really.....stupid is as stupid does.
I don't really think that someone selling their shares and cashing out brings the price down, because that "sale" was offset with a "buy". It only traded hands. The "perceived" publicly known future opportunities for a company and the MM's control is going to determine whether the price goes up or down. We all know that. If I came here with $40M and sat everyday steadily buying every "sell" order that was below $1.00. I alone can keep the price of the stock at $1.00 Regardless if the company has really terrible earnings for 1 or 2 or 3 quarters. But once word got out that someone was doing this, the stock would not stay at $1.00. Everybody needs to sell at some point, and that "point" is where the person felt that he met his goal with the stock, or he has better plans to do with the money and he feels NLST just can't do it for him. My issue are the people who "sell" the stock and stay here on this board and try to convince everyone else, that they too should sell as well and throw stupid facts and reasons to try to convince others. I believe, if you sell, get lost and keep your DA comments to yourself. And if you choose to hang around here and criticize everyone else, then you are now a real loser.
Step forward Sammy in white knight guise, with a gift of $8m cash from Samsung Electronics and a $15m investment in Netlist from Samsung Venture Investment Corporation. That $23m will come in very handy indeed. Netlist and Samsung intend to sample NVDIMM product to select customers in 2016. This product will use Samsung DRAM and NAND, and Netlist’s HyperVault technology. Netlist CEO and president C.K. Hong talked of this being a transformational partnership with Samsung.They are intent on using open standards, adopting the Storage Network Industry Association’s NVDIMM-P (NV-P) scheme to describe storage class memory products combining the functionalities of persistent DRAM and block-accessed NAND Flash, and operating in the memory channel. They say no system software modifications will be needed. Target application areas include big data analytics, virtualisation, in-memory database, online transaction processing and high performance databases.By having such technology, Samsung will have a base on which to mount potential ReRAM chips and have a competitor to Intel and Micron’s 3D XPoint memory, along with the HP-SanDisk-ReRAM initiative.
today you will see a simple light bulb standing upright and lit brilliantly which represents C. Hong, and to the left laying on its side is another light bulb which is burned out, and it represents dimwit pippy.