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The market is WAY too forward looking. Powell utters something like "The economy is looking strong" and the markets panic because interest rates won't be lowered. If he even HINTS about the possibility of a rate INCREASE? The market panics and goes down in flames.
A company comes out with earnings and beats expectations. But because they "only" beat by 10%? The market punishes them for not knocking it out of the park.
It's ridulous.
All I know is what is reported in the news. Earnings season has been good, jobless claims are down. I go into restaurants, and they are always JAMMED. Ever try to get any work done on your home? You can't FIND anyone who isn't booked out for MONTHS and MONTHS.
Yes. I think things are going pretty well, for those who want to work.
The Market is not the Economy.
Is the economy really doing that good? It seems like so many people and small businesses are struggling.
Friggin' market is in the toilet today. Figures, eh? Jobless claims down, giant percentage of companies reporting better than expected (or at least expected) earnings, everything humming along. But NO! The frigging market is pissed off the Fed isn't going to lower rates because everything is going "too good"!
And it's affecting this stock, despite the good news about to break.
thoose algo bots are going to get the market makers crushed on this one!!!!!!!!
BolliverShagnasty NLST LOL Judge still had to give Jury instructions after closing arguments so at best the Jury might have just started deliberating.
My luck make a crazy prediction and the market drops 600 pts
BolliverShagnasty
1m
$NLST I just looked it up from pretrial and closing arguments are 40 minutes per side.
Still light volume. No doubt we'll see it jack up some when the verdict comes out!
$NLST google is going to make us all RICCCCH
Yup. who knows what he is thinking. it doesnt look like its helping NLST..if we had the numbers..that could have been part of the negotations with MU.. but we arent behind the closed doors..
Id love to see a settlement before the jury comes back. but it looks like they are using the SS playbook. the numbers MU came up with were worse then SS..Im a little surprised they didnt offer to settle with 2 million idaho potatos...
lol yup hedging...
Ooh hedging now. lol. There are so many factors to consider and the trading aspect is the largest along with the daily updates on the case.
It’s a SWAG like 100 said and perspective- What’s a SWAG- sophisticated wild a$$ guess.
We all have the same foundational belief in where $NLST is going just what really ad is it going on. Express or local
When I said close $2.45 I wasn't factoring in a verdic SSSOOOOOOO if we get the win verdict $2.75 close.
there was 175k shares bid at 2bux on l2. that was bid up from 1.90
NLST Rob update
This was short and sweet but Rob said that Jason tore Lynde to pieces and in his opinion we got a total victory.
Larry is going to post more later on the technical aspects but Rob was mostly watching the jury and he said that during Jason's entire cross examination the jury was feverishly taking notes. When it was time for redirect they barely picked up a pen.
The judge let them out a little bit early for lunch and when they come back from lunch they're doing closing arguments and then jury instructions and then the jury will go into deliberation so my guess is we will get an answer later today!
https://stocktwits.com/BolliverShagnasty/message/574061066
I should clarify when I said settle I meant not appeal
Gilstrap must be aware that NLST is financially in a tough situation. He must also know that SS will appeal once that case is finally totally wrapped up. Waiting a year to set the royalty rate is totally helping SS, since all they want is to push the ball down the road and hope eventually NLST will go belly up. Or at least have NLST so beaten up that SS can mop them up at a huge discount. Seems to me Judge G is doing SS a favor not punishing them.
And now we have PTABs idiotic invalidity to deal with causing more delays. And certainly a reason for SS not not even consider settling. I'm super happy we have Warwick on the validity case, but it's just more delays.
Also my only issue with judge G is him waiting on the royalty rates..
Judge G is pretty upset wit SS maybe he knew what he was doing, Maybe it is his way of saying settle to SS Idk
time will tell.
Ya. sorta surprising...NLST sends it in 2021..granted they had their hands full with SS and Goog...but MU basicly does DRAM. the 912 is the reason I got in. any guesses on what portion NLST will get..in the sammy 463 case ..they got roughly 75%. 300M out of 400M. The details on the value from NLST expert are pretty impressive..saying that unless its over 2400 MTZs...the unit is worthless...
Also my only issue with judge G is him waiting on the royalty rates...huh? Sales are up 4 fold...Now whats he going to do...Now we know why Jason wanted 1 billion...as our 303M is already 600M not including interest and accounting for 4 fold increase in sales...if he keeps it just where the jury had it...thats over 1.5B in damages! 303 + 1.2B for 2024! not to mention the 912 coming up in possibly june!
Nuts!
I was surprised they couldn't I thought Micron went back further.
The 912 has been around since 2010...so the good news is Google owes alot more..but can you imagine if NLST was able to go back to 2015...which in some cases can go back 7 years...
lol !!! oh i know the scenario, i had to stop talking to my old school connected italian wife about the possible outcome of this, not too mention all the other plays in my life that went down the tubes or into the stratosphere......... nlst, its at the point where she is already talking about how the money is going to get spent !!!!
there are many variables we have to stay aware of while we keep this mindset!!!
Well, it is not "my" mindset, it is my wife "mindset" as she looks over my shoulder and sees all this red, not just NLST. Because she keeps telling that I should have sold. She is an old "Soviet" Russian, so she doesn't have much of a capitalist mindset.
"I have my own work by the way, and too swamped to follow any of this today."
Be well stay busy no need to watch the paint change colors.
you just have to take into consideration that this is one of those twist and turn plays, and given we made it this far, it will end in our favor. i'm not trying to push visions of grandeur on you either by the way. ya just need to change your mind set, that is if you havnt already, and acclimate to the current state of affairs.
this is my strongest gut feeling over any of this bs we've been through. warwick challenged ptab and will easily beat them on the 912, amongst any other individual cases hes involved with on getting patents 100% valid. hes a ringer........vidal has been engaged so within 18 months worst case scenario the checks start coming. remember, all their options to delay anything are almost over, we're good to go.............
no pun intended because i know numbers very well and i agree with the both of you. i just think on both sides of the fence and am big on the runs this could do at any time based on future events. but bottom line if i see the future events stagnating i go back to those real numbers and will take them into consideration that its time to sell.
we're all the same we just look at the angles through our own perspective and go where we believe it will take us.
Yes, thanks for all the info. My old mind just can't keep up with these shifts and turns. Hopefully we do get a big push up in pps.
$2.46 using Price is right strategy lol.
No $2.68
could go higher if we get the verdict today, who knows......
TOMKiLA
9m
$NLST 50 million micron units used 912 technology in 3 years. Record numbers.
Yet the greatest netlist opportunity is called HBM with an exponential growth rate and where the most profit is made per single unit. it is no coincidence that Samsung paid $122 million between 2022 and early 2023 for just 10 months.
In 2023 Hbm volumes will double and in 2024 they will triple, which means that a single year of Hbm damage for Samsung means 4/500 million $.
Regardless of everything and everyone, netlist has the chance to prove itself as a company with a solid foundation on every successful dram product.
https://stocktwits.com/TOMKiLA/message/574011918
I guess close today on NLST $2.45 anyone else?
Thxs for the updates
robcobb
3:08 AM
$NLST Glad Prime (Larry )got to be in the courtroom with me .Larry is a great note taker and very valuable in the courtroom for detail ! I am good on observations of demeanor, body language of the lawyers ,judge ,jury members etc. I took lots of notes but was unable to capture in detail as well as Larry and didn’t want to post anything knowing his detail accounts would be better than mine. I think together we have made a good team along with Bolliver taking what I feed him and posting to give a good picture of what has taken place in the courtroom!Today is going to start out interesting with Dr.Lynde on the stand with his low ball numbers from yesterday.Jason told Judge Gilstrap he would need a full hour for cross examination of Dr.Lyndes testimony ! I can’t wait to see how Jason destroys that testimony like he has all the other testimony of Microns witnesses! It is possible we could finish today,but if not should by tomorrow. I will be here for the verdict and will report the numbers.
Next came Micron’s video depositions of Mario Jesus Martinez (Netlist), Tobin Lee Hobbs(Netlist), and Jeffery Solomon (former Netlist). These depositions puzzled me and all the others in our group. If I didn’t know that they were part of Microns case, I might have thought they were Netlist’s. Very strange. For example, Martinez was an ex-enlisted marine, that decided to go back to school and to continue on to an advanced degree, and spoke about how aggressive Netlist was in innovating. Hobbs is a West Point grad, military veteran, advanced degree, and I’m not sure what they were trying to get to. Next Micron called Dr. Matthew Lynde, who as you all know had a ridiculously low damages number, but then again, so did Samsung in the last trial. I’ll end it there for now. I have to be up extra early for court in the morning seeing I have to pack and check out seeing I will be traveling tomorrow.
Sheasby said that Micron’s new facilities were only a result of the Biden administration’s Chip Act. Micron objected. Judge sustained saying it wasn’t just Chip Act money, and congress passed the chip act so don’t call it the Biden administrations. Then Sheasby asked Smith if they ever reverse engineered Netlist tech. He said no. Sheasby had previously a slide of another Micron rep who said they do reverse engineer competing tech. Then Sheasby went down a list of people who were at Netlist’s JEDEC presentation, and asked if he checked with any of them to see if they reverse engineered Netlist tech. He said he didn’t check with any of them. Micron started their redirect. They mainly wanted to get across that asking Netlist how much a license would be was not an admission of guilt.
During Sheasby’s cross, he started with the 2021 notice letter. He showed in the letter where Netlist said that the lawsuits would be placeholders in the instance the parties couldn’t reach an agreement. He also noted that the 912 action wasn’t filed until 2022. He if Micron produced any documents between the 2021 letter and 2022 disputing the infringement. He said no. He showed Smith a demonstrative with pictures of Samsung, Hynix, and Micron DIMMs. Showed they all had RCDs on their modules. Then showed that Hynix and Samsung took licenses to make DIMMs like the ones Micron makes. That’s where Sheasby asked if he designs memory modules and he said no - only DRAM. Sheasby said this case is about memory modules. Sheasby pointed out that Smith is not a technical witness, and only Stone’s testimony can disprove infringement. Sheasby pointed out DRAMs are only useful in a module, and end customers couldn’t use a DRAM chip in their server (con’t)
prime311 NLST Next Micron called Scott Smith as Micron’s corporate rep. To be fair, Smith was likable and personable as a witness. Way better than the corporate witness Samsung put on the stand during that trial. However, Smith’s background was in DRAM research and design. To save on the Sheasby cross post, Sheasby would eventually point out that he didn’t have any experience in module research and design and got him to agree they’re different. The mainly used Smith to put forth 3 main points. 1. They do a lot of research into DRAMs and they’re very intricate. 2. They are the only American DRAM manufacturer and talked about all of their locations. And 3. To bring up NETLIST’s April 28th 2021 letter notifying infringement- and point out that they were served lawsuits at the same time. They also produced a letter from May 2021 where Micron responded to Netlists letter asking how much for a license. (Con’t)
Man, I thought I was done with Stone, but one more thing. Micron tried to get Stone to say commands had to be read & write. Sheasby objected. Gilstrap once again opted to give the jury instructions saying that if either read OR write commands infringe on the 417 patent, then the product infringes. Micron asked to seal the court, and when we came back, Stone was finished.
prime311 NLST when we came back from lunch, Stone was still on the stand in order to allow Micron’s redirect. I only bring this up because made a point of noting that his court doesn’t allow counseling or coaching a witness once they have taken the stand. It sounded like Micron did not adhere to that. However, Gilstrap that not all courts have this rule, and didn’t feel there were ill or willful intents, so he was going to let it slide. One more notable part of the Stone redirect was when Micron tried to ask Stone if sending a command signal to a DRAM is something new - Sheasby objected. Sheasby said it’s not about validity. Gilstrap decided to pause and give the Jury instructions that the patents were valid, and the jury would not decide validity. After that, he allowed the question because it could come up in damages.
Stokd NLST Prime311 is reporting in a post & its comments what was discussed at trial regarding PDA mode. This is important to the 912 and especially claim 16.
For curious minds... PDA mode was a big topic of discussion and contention in the Google CA case, as claim 16 of the 912 patent runs ONLY in PDA mode, it is a unique and distinctive attribute, though not a Netlist invention. But claim 16 of the 912 patent and PDA mode go together and work as one like a ballet—as described by Sheasby—and there is no better alternative.
Infringers will try to downplay it or misrepresent how it functions, but Sheasby already argued this at a hearing in the Google CA case, when Google's lawyer attacked it. Says something when we didn't hear anything from Micron or Samsung about PDA mode until trial, because at this point they have nothing left but to attack an admitted non Netlist invention which makes claim 16 gold, and try to render it irrelevant... I'm no techie—input welcome—but they won't succeed.
yw, i hope we get big numbers. other than that i reiterate, i know we won.
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IN HONG WE TRUST....
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