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I’ve been listening to a lot of David Allan Coe lately
This may have been reassigned for the sole purpose of NOT having one judge rule against netlist on numerous cases, as it gives the perception of bias against them. By having several judges rule in accordance with case law against a serial infringer, it strengthens the position that they are guilty and limits the avenues of appeal.
This is one of the reasons I’m in this stock for the long haul. Short term we get a boost from winning cases against companies that have stolen our patented tech. But long term, the artificial intelligence tech is just starting to grow, and it all requires high speed high capacity memory. This is a ten year hold, not six months. Watch out, we’re just getting started, Hong knows it, Google Micron, Samsung and Huwai know it. This will be huge.
Note that Gilstrap also would rather wait a bit and follow protocol and process to ensure every party has their say, than to render a fast decision and have things drag through the appeals process for years. When he’s done in his courtroom there is little room for appeal.
Yes, but if you look at the infringers as a three legged stool, they are very stable when they band together. When one goes away, the situation becomes very unstable for them, as the resources of the third leg have been turned against them, weakening their alliance of thievery and strengthening Netlist.
Sometimes we have to make a deal with the devil. Fate may allow us the opportunity to choose which devil we deal with, and allow us to leverage that deal into a hard win against the other perpetrators of patent infringement hell.
Just sayin…..
I can wait three years for $160, no problem. I’m in it for a few years now. What’s another few.
Micron has a lot to think about. Should they remit their loss via a bank check or direct deposit? That’s about all the options they have left to choose from. Just a matter of time, and of the system running its course.
As of February 2024 Micron has just over $9 billion cash on hand. I’d be ok with the trial going a couple days and then when they realize they are going to have to pay they just buy out netlist in one shot. $75/share is a fair price in my not so humble opinion……
Volume is key as well as price. To turn the 10 day average volume within six minutes of the opening bell is very encouraging .
They will manipulate it as long as they can, but when it takes off they don’t want to be covering short positions. Let’s go.
Two things drive price. Fear and Greed. When they are at a balance the price is stable, when one dominates sentiment the price runs.
I’m thinking there was a step 2A in there. “Patent infringers petitioned the PTAB to declare subject patent technology unpatentable, instead of paying licensing fees for the intellectual property they stole and used”……
Impressive resume of upholding the rule of law, as well as a good background in intellectual property rights.
The leeway may actually be a blessing, as it gives them everything they ask for procedurally, and closes off avenues for future appeals.
From that perspective I’m glad they are following the process.
There is another process I wish netlist would call upon, the injunction. No more sales of alleged infringing products until this thing has been settled.
I know what’s up - my share count. Thanks for the dip, it tastes great!!👍
Been preparing for this for several years. Payoff time. Let’s go.
Ouch! Something is up (or down)…..
The wording was interesting that it was cancelled, rather than postponed. This overal situation were in with the absence of information has not really happened before. Neither has a huge settlement……. Let’s hope there is a correlation.
An important detail is that the trial was cancelled, not postponed. That speaks strongly to an imminent settlement agreement.
It’s a mess, but worth the drive. I hit key west a few times a year to dive on the wrecks, I can bounce down for the day and get back by dinner.
I actually live in north Florida, near Gainesville, but my work moves me all over the state, for years at a time. I’m in key largo for the rest of the year, unless we hit big. Then I’m done😁. The seven mile bridge is awesome, it’s the real break point between the middle keys and lower keys. Go over it a half hour before sunset, it’s worth the drive.
Florida Keys, 74 this morning, overcast and breezy.😎😎
That’s just based on P/E on earnings, then add in the penalties for the infringers……
Let’s go!
Happy New Year!
Remember, the darkest hour is right before the dawn. There are going to be setbacks as we move towards getting these court dates behind us. Just around 15 months until the curtain goes down on the first act of this production. Then we have ongoing royalties on tech that helps fuel AI.
Unless you’re in it for the long term and taking the opportunity to add….. then it’s good. This has another 15 months or so to run before it’s out of steam.
Nice find!
Six percent plus another three percent for damages seems fair. Make it a wire transfer, I wouldn’t trust a check from that bunch at Micron.
What did we find before? I think a typical tech licensing agreement is around 6% of gross revenue. $9bil for the license, plus penalties for willfully infringing and 3x damages? I’m good with that.
I’d love to see Micron quantify their liability exposure on their financial filings……. Saying you have potential exposure is one thing. Telling regulators and shareholders that you need to come up with a few billion is quite another.😎
Looks like another memory technology provider
https://www.memblaze.com/en/
I would really be OK with that.
They’ve been selling, I’ve been buying. I’m ok with that. Once this thing takes off the cheap shares will be gone forever. I look at each drop as an opportunity to accumulate.
Hong needs to stay OTC as long as litigation is underway. That way he can keep control of the situation without the encumbrance of a BOD. He’s a sharp guy and has brought netlist this far. I have confidence he can finish the job and get things to steady state with proper licensing in place that reward netlist for the intellectual property they have developed and patented.
This is going to be fine. The willfulness was determined by a jury, and the next two infringement lawsuits are carbon copies. The future license royalties are the prize here. Even if the judge gives zero enhancement to the damages, it’s enough capital to keep things moving until the memory chip market rebounds. This might just be a longer term play than anticipated.
Let’s go FOMO!! Fear and greed are the real drivers of price, time for both to kick in!
Interesting take on where this could go. None of it bad for shareholders of Netlist.
Nice that the headline includes “wins first in a series of lawsuits”. It points out that it’s more than a one and done.
They would be smarter to pay the judgement, obtain the licenses and move forward. Samsung has approximately $91 billion cash on hand, google has over $110 billion available. This settlement is rounding error to them, but huge to a company like Netlist. With the importance of Netlist patented technology (there is NO alternative) it’s time to grow Netlist into the powerhouse it should be.
The comment by Samsung that they plan to invest in facilities in Texas is a shade away from bribery…..
The darkest hour is right before the dawn. It’s going to be ok, if I had cash available I’d be buying more, I do not thing they will be this inexpensive anytime soon after next week.
My opinion, I’ve been wrong many times before.