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Netlist, Inc. (NLST)


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  • I looked into SK Hynix stock discussion board in Korea.
    Not much information out there about case versus Nlst but here is what I gathered so far.
    Apparently SK Hynix and Nlst were very very close to signing a cross-licensing deal.
    Negotiation was assisted by JB Kim, GM of Netlist Korea. He was previously the architect of SK Hynix's DRam operation before joining Nlst.
    However in the end SK Group (parent company) did not approve SK Hynix's proposal and the deal fell apart. Within a month Samsung made the deal with Nlst instead.
    Is SK Hynix loses this case it will impact 5% of total revenue.
    GLTA
  • Today, it seems like everyone is talking about machine learning and artificial intelligence. Nvidia seems to be leading this craze with their GPU's. But it doesn't really stop there. Other technology is needed to keep pace.

    A research note by Jeffries and Company gave a summary of machine learning. They indicate that Amazon is disrupting the field and there are a couple things to consider.
    1) The launch of machine-learning services by Amazon should lead to earlier-than-expected mass adoption
    2) The adoption of FPGA's for artificial intelligence should boost demand for IT hardware

    The obvious beneficiaries are companies like Nvidia and Xilinx. But Mr. Do also pointed out that machine learning requires rapid input/output of data and expects an increase in demand for NAND flash which provides relatively fast data processing. Beneficiaries here would include Samsung, Hynix, Micron and Toshiba.

    No, Nvidia/AMD (GPU's) and Xilinx (FPGA's will not be the only beneficaries. Mr. Do believes that machine learning would put a greater emphasis on the memory "hierarchy" in computing, leading to a greater emphasis on NAND flash chips. Although flash is faster than HDDs, even NAND flash does not provide the speed needed to match the input/output of data processed by FPGA's and GPU's. So what is happening? Industry leaders like Intel, Samsung, HP and Micron are focusing on developing and eventually using "SCM" or "storage class memory" to replace NAND flash.

    Yes, isn't that a field we expect to play in? Isn't that why UBER and Carnegie Mellon are already using NLST technology in autonomous driving vehicles.
  • Latest 10Q noted, net proceeds from Sep-2016 offering was $10.3M sufficient to operate business for the next 12 months at least. Correct me if I am wrong please. Does this mean that Sep-2017 is the approximate time for additional financing? Or am I suppose to translate as "sufficient for the next 12 months starting from Q2"?
    Cash on book as of Apr-2017 was $7.7M (Previously quarter was $9.4M).
    GLTA
  • Maybe someday we see a PO for EV-3
    http://www.prnewswire.com/news-releases/inspur-selects-netlist-as-a-strategic-supplier-of-non-volatile-memory-300307595.html
    GLTA

    Inspur Selects Netlist As A Strategic Supplier Of Non-Volatile Memory
    IRVINE, Calif., Aug. 2, 2016 /PRNewswire/ -- Netlist, Inc. (NASDAQ: NLST), announced today that Inspur has...
    www.prnewswire.com
  • C.K. Hong, Netlist's Chief Executive Officer, will be presenting at the B. Riley & Co. 18th Annual Investor Conference in Santa Monica, California at 8:30 a.m. PT (11:30 a.m. ET) on Wednesday, May 24, 2017.
    GLTA
  • I have them in ignore, but I've got to laugh at pip and the other bashers now with their mantra of $4 mil/quarter cash burn and BK by August. That clearly isn't happening now as evidenced by the Q1 burn. I expect they will be cash flow positive by Q3 at latest.
  • For all the bulls buying Netlist because of this Hynix case . . .
    It does sound as though Netlist has a strong case, but I don't think anyone would disagree that Netlist had an even stronger case against Diablo. We had a whistle blower who said Diable stole our tech and we had a judge that had seen evidence prior to the trial who said the evidence was so strong that she put an injunction on future sales of Sandisk product. Just because we have a three judge panel making the decision does not mean that there aren't issues to which none of us are privy. Hynix had Netlist's entire case before ever deciding to go to trial and they decided their chances were good enough to risk their business on the outcome. They are very confident they are going to win.
    Keep that in mind when you place your next buy order.
  • SK Hynix says will bid for Toshiba's memory chip business as part of a consortium

    Reuters ReutersMay 19, 2017Comment
    SEOUL (Reuters) - South Korea's SK Hynix Inc <000660.KS> said on Friday it will submit a final bid for Toshiba Corp's <6502.T> memory chip business as part of a consortium.

    The company did not say what other companies were in the consortium.

    People familiar with the matter told Reuters earlier on Friday SK Hynix will be part of a consortium led by U.S. buyout firm Bain Capital LP, which seeks to buy a majority stake in the Toshiba chip business, offering around 1.5 trillion yen ($13.49 billion).
  • bag binch has a huge sac..
  • i see no reason of why nlst has to follow the markets' drop.
    the most important parts of the cc was this.
    Jamison Y. Phillips-Crone, B. Riley & Co -

    Okay. That's helpful. And then moving towards the ITC case. So it seems like you guys have a good case, and I think it sounds like everyone's expecting a favorable ruling. Assuming that there is the final ruling in October, what is the latest time that you guys could see payments for licensing assuming everything goes as planned?

    Chun Ki Hong, Netlist, Inc -

    Jamison, I don't want to speculate on the timing. There is a ruling, I believe it's October 10th is the date. That will really be the first ruling from the judge that oversaw the case, the trial. We are -- we have spoken to hynix through this process. And I'm sure we will have opportunities to continue to speak to them. So -- and we did our -- we believe we made a strong showing at the trial. So I believe we are in a good position overall in this case.

    it's a very promissing words from the ceo.
    glta
  • From CC if you listen closely sounds like Hynix will be making an offer to Netlist (they have already been talking). Hynix will need to make a move well before October or they could lose major business from customers as word gets out on how Netlist kicked their you know what!!!
    EOM!
  • "During the first quarter, Netlist realized an income statement and balance sheet benefit from the TRGP arrangement of approximately $4.2 million reduction in legal expense." Who in their right mind would provide MILLIONS of free money to a company that has no valid patents? Hahaha that was a rhetorical question. glta longs.
  • Comm on, Chuckster! Make a sale, make a deal, give longs something to cheer about for once!
  • http://www.reuters.com/article/us-semiconductors-demand-analysis-idUSKBN15B0UM

    With supplies tight, memory chipmakers head into ultra-super-cycle
    The global memory chip industry is heading into what's been dubbed an ultra-super-cycle, as the challenge of making chips smaller yet more efficient has created supply bottlenecks, while there is soaring demand for data storage - from smartphones and
    www.reuters.com
  • I wish that NLST could begin a new trial against Diablo. WHO IS WITH ME
  • Tighter lips than Trump... Looking for some solid good news today... GLTA Longs
  • So Netlist pretty much showed their cards at the ITC trial last week. Now, Hynix knows precisely what they're facing. If in fact Netlist's position is as solid as the CEO said it is, we should expect a payout from Hynix within 4 months.
    Imagegifsme
  • Samsung engineering team helping on hybridimm will visit Irvine in June...this is encouraging. I wonder whether the scope of the meeting is more than just a technical review...
  • When Hynix looses if it goes to court awarding NLST will they have to pay double damages?
  • WOW!!! This is a far cry from that $1.68 that traded after hours last night.