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Netlist, Inc. (NLST)

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0.6700-0.0168 (-2.45%)
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  • T
    Tom
    6:45 minutes into last quarter conference call: "In light of this ruling the U.S. Patent and Trademark Office will move to issue the claims of the 912 under a reexamination certificate. We expect the reexamination certificate will be issued several months after the November expiration of Google's appeal period to the Supreme Court. At that point we will request the stay to be lifted in the patent infringement lawsuit against Google and the trial to resume in the U.S. District Court for the Northern District of California. With the validity of the 912 confirmed this action will focus on infringement and will allow us to recover current and past damages from Google related to server memory products they have manufactured and consumed and recovered by the 912 patent."
    Hong does not expect the stay to be lifted until several months after Google's November deadline expiration. Why it would take the PTAB several months is beyond me, but that's what he said. I believe that after the stay is lifted and before the case goes to a jury that there is a mandated settlement conference between Netlist and Google. Investors expecting a settlement should be looking forward to that date, sometime in 2021.
    In the meantime, there are many good reasons to be buying Netlist at this level, including the ramp-up in SSD sales and the completion of an ASIC controller for Hybridimm in the May to August timeframe.
  • J
    Junior Theurg
    Intel reporting drags the sector down. But it is important to understand that there is always a rise after a recession, almost always!
  • a
    allin
    Serval months is worst case I believe it won’t take nearly that long PTAB just gave us the judgment this year & nothing going to change ....Google can no longer fight the judgment so if they don’t take this to the Supreme Court it’s a done deal none of us know how fast the courts work we are all guessing but news in November of no appeal is all we need looking for more business update from Netlist before then as well I feel a lot of things are brewing behind close door
  • a
    allin
    last Q conference call they said sells won’t change much, same clients. They never said they are expanding their sales team with legitimate reps and will have a distribution partnership with digi key both huge news that will change their sales that came out of the blue what’s next.....
  • j
    jimdavist
    SK hynix will pay US $9 billion for the Intel...... Just think if Google and others had paid for Netlist's 912 patent NLST I think would be worth more than $9 billion today. So I think a jury could easily agreed Google and other must pay billions.
  • M
    M S
    The rumors were false that Google will have a chance to postpone the date next month.

    They have until that date and then it will go before a jury to decide on monetary damages
  • M
    Marky Mark
    Does anyone find it interesting that the only board Dark Angel post on is NETLIST and it’s always negativity???

    Down with dark angel and up with netlist. Long and strong!
    Bullish
  • G
    Giants
    He loves NLST and thousands others for great reasons.
    Richard Shannon joined the Equity Research Department at Craig-Hallum Capital Group LLC as a Senior Research Analyst in 2011 and covers stocks in the semiconductor sector. He was the #1 ranked semiconductor analyst in the Wall Street Journal?s Best on the Street survey for 2009 and 2010. Previously, he was a senior analyst at Northland Capital Markets and Piper Jaffray, an associate at U#$%$, and was an operating systems programmer at IBM for four years. Richard received his #$%$ in Computer & Electrical Engineering from Purdue University, an MBA from the Carlson School at the University of Minnesota and is a CFA charter holder.
  • S
    Steve in California
    The announcements of a new partnership and SSD's shipping should provide some sort of positive forward guidance on the Earnings conference call. i would expect a level of confidence in finally becoming profitable. Hopefully within a couple of weeks the analyst who follows NLST will provide an earnings estimate for the next 12 months. if it is in the .10 to .12 range, a P/E of 20 could push this above $2. Lets hope the analyst has some huevos and is willing to provide a number.
  • G
    Giants
    Facts:
    “We also achieved a milestone victory against Google, as the U.S Court of Appeals for the Federal Circuit affirmed the Patent Trial and Appeal Board's final decision, validating Netlist's ‘912 patent. The positive outcome after a ten-year fight against Google in defense of this seminal patent puts other unauthorized users of our intellectual property on notice."
  • G
    Googlestoleourpatent
    Good thing the jury will award damages based on the last 10-12 years. right Nick? Trying to massage it some more today?You stroke this thing more than Jeffrey Toobin in a zoom meeting. lol
    Bullish
  • G
    Googlestoleourpatent
    Total traded shares 194000 LOL not like anything big has happened one way or the other in the scheme of things. Same 4 or 5 negative voices that are here every day. They will be here next week too. If good news pops they will be long again. Next news will be during conference call in a week most likely.
    Bullish
  • g
    gg
    As we approach the November deadline, don’t be surprised to see spikes of volume and up 10%-20% in a day
  • B
    Buckhorn
    The Bashing activity has increased as we get closer to November.....it is a very good sign
  • Y
    Yul
    Point to ponder: If I stole something 10 yrs ago and found guilty later on. I can just tell the judge that I only used it for a week, and only pay for the days that i actually used it :)
  • W
    Wesley
    Chrome browser, Android mobile OS, Waymo, Youtube, Cloud, all these Alphabet Google very lucrative projects weren't possible without the tech for expanding Google Intel xeon search servers memory from 768 gigabyte to 3072 GB, with Netlist patented '912 tech which made Google the most efficient search platform.
  • G
    Giants
    Facts:
    “We also achieved a milestone victory against Google, as the U.S Court of Appeals for the Federal Circuit affirmed the Patent Trial and Appeal Board's final decision, validating Netlist's ‘912 patent. The positive outcome after a ten-year fight against Google in defense of this seminal patent puts other unauthorized users of our intellectual property on notice."
  • w
    wedgecake
    NLST Q2 2020 sales= 10.9m;
    " Q3 " " = 9.15M estimate, 2 underwriter analysts (oxymoron there)
    1.75M/ 10.9M= 16.1% reduction in Netlist sales in 90 daze, Q to Q..last completed quarter..
    I thought AMD would be buying beaucoup NVMe from Netlist, what happened?
    Sammy is being SUED by Netlist for clamping key product ships, that's what..
    ( just like Dell did yrs ago on the NLST capacitive non-battery back-up chip..
  • F
    Filippo
    I don't expect the right payment from Google, I expect the right payment + 3x as a fine.
    Bullish
  • a
    allin
    Netlist is now being covered by Richard Shannon with Craig Hallum Capital Group, Shannon very known on Wall Street
    Any stock on the alpha select list is “Deep Research. Tough Criteria. Enormous Potential. Discovering hidden investment opportunities that have enormous potential.”

    https://www.craig-hallum.com/alpha-select/the-alpha-select-list/
    The Alpha-Select List | Banking, Research, Institutional Sales and Trading :: Craig-Hallum
    www.craig-hallum.com