NetList Inc (NLST)

[Jetmek_03052]

Short interest in NLST fell over 5% (5.6%) in the last short Interest report.

Down 503,499 shares to 8,485119 shares short. Last report had shorts at 8,988,618 shares.

[gdog]

And you could be right, again maybe wishful thinking on my part.

[papaphilip]

Maybe, but it's not just the battle with the infringers, it's the PTAB battle too. And that's why I think even Micron who seems to be more behind the 8 ball won't settle either. All the infringers are hoping that most patents will be invalidated and stay that way even after appeal, and then they're off scot-free for the most part. The gap of hopes and expectations between both sides is too wide for a compromise that either side would agree to at this point. I'm really surprised Gilstrap called for the mediation again. Can't imagine much will become of it, but it'd be great if it did.

[gdog]

SONNY and CHER it has to be good ,

[100lbStriper]

my favorite NLST song................

[gdog]

I have a little different view with Micron, they have no chance for a win I think there could be a settlement.
Maybe just wishful thinking but out of the three I think the best chance would be Micron.

[papaphilip]

That is the most important question! When will NLST see $ from these trials. And I believe the answer is, win or lose NLST doesn't see money for a while. Even if they win everything moving forward, whatever they win will be appealed. That's has to be a 100% guarantee. The infringers do everything imaginable to delay the trials and their results. Of course they'll use the biggest delay tactic they have... the appeal. I believe that's why we sit at a pathetic price. There is no possible near term win. And settlements are almost 100% unlikely as well. Infringers want these patents for pennies on the dollar while Chuck wants the full value he believes they have. That's my take. Been here a while, down a lot, and will just sit and wait it out. Just hope they have funds to keep paying their legal fees and keep improving their tech. Another offering would be painful. But I'll consider buying under $1 should it happen. All this is IMHO.

[gdog]

If we win there will be an appeal just like samsung is doing. I believe we will win but I hope they come together and work out a deal before the trial, if that happens it would be huge and Samsung will lose their appeal and Maybe with alittle luck then GOOG would settle. idf all that happens I see a $40. price tag..

Or maybe I'm just dreaming on the $40. lol

[gdog]

WEEEEE we may ban Tic Toc (which I believe is a good thing) anything else you can think of that they agreed upon in the last three yrs?

[manfromjax]

Can someone explain, in common man terms, what the outcome will be in this trail at end of May?
What happens if NLST wins? Do we get some money or is it just the beginning of another long waiting period?
What happens if NLST losses? Kiss our dreams good-bye!

Is this a "Sell in May and go away" type of event?
This seems to be the way it is going.

[papaphilip]

There's far more important things that dealing with a nefarious and crooked PTAB. For example both political parties came together to ban Tik Tok.

[gdog]

I agree I'm old enough to remember when no matter which party won they worked together, now each party has instilled so much hate for the other that nothing gets done. I've mentioned it before and I really believe that answer lies with each one of us.
Stop being critical with each other try to hard to get along.

Maybe my faith in God is showing thru here ( I hope so).

[justus1]

Sounds a lot like what needs to happen with our political system also? Which one comes first?

[100lbStriper]

NLST Good Friday morning Netlisters.
Let the truth be told.
For the newbies that don't know how far back this connection goes with the real parties of interest.
It's pretty much ground zero and a picture is worth a thousand words, someone send Kathy a copy it might open her blind eyes.
https://sih-st-charts.stocktwits-cdn.com/production/original_572411151.jpg

[100lbStriper]

TOMKiLA
7:44 AM

$NLST I assure you that HBM is 100% netlist's greatest opportunity to become a successful company. Limited access to this business, total control between sk (our partner) and samsung (our enemy). I would say that Samsung's damage is growing exponentially and an opportunity like this will never happen again. Everyone will have to work 200% to make NLST's HBM patents valid, only in this way can we say we have gold in our hands. not even the 912 is that powerful for increased value.
if the 912 is found on all 12 million servers sold every year, hbm as you can see from the photo, has an exponential increase in use and can be used in more fields.

Previously, SK Hynix forecasted that by 2030, its HBM shipments would reach 100 million units annually

Netlist made 16$ for every HBM unit in the Samsung case. Both Samsung and sk are doubles their HBM shipment every single year! Numbers speaks for us, in less than 2 year HBM will be more important than 912 (my opinion)

https://stocktwits.com/TOMKiLA/message/572404343

[100lbStriper]

robcobb
7:39 AM

$NLST We are focused on the BOC trial at this moment, there are many different scenarios that could play out ,most in Nlst favor.Any outcome other than Samsung prevailing will result in Judge Gilstrap finally setting the Samsung royalty rate (mentioned in a recent filing) for the 463 case!This is a pivotal point in my eyes! Don’t forget mediation is going on in the Micron case and if it fails I expect Judge Gilstrap to do something unexpected,as many have observed in the past how he operates!Judge Gilstrap seemed like he wanted this case and cases settled through mediation. I think he will come up with a way to help the cases along if that doesn’t happen !(IMO)Whatever the scenarios that play out,we don’t have to wait very long now to see the results! Good luck to true longs! I am on go if needed in Marshall!

[100lbStriper]

NLST Interesting thread from Patent Examiner Reddit—into their thinking. https://www.reddit.com/r/patentexaminer/comments/1cockdb/several_questions/?sort=new

Q
"Does the Patent Office have a mechanism for notifying examiners when patents they’ve allowed/issued were later invalidated by a court or the PTAB?
Are examiners that allowed/issued patents that were later invalidated given any additional training? Is it addressed with the examiner at all?
Does the Patent Office maintain statistics on how many patents allowed/issued by a particular examiner had one or more claims later invalidated?"

A
"You realize you are assuming that the PTAB and district court judges (and jury) decide invalidity "correctly." The district courts and PTAB get reversed by the Fed Cir regularly. You also assume the patent owner puts up a decent fight against validity every time. The patent owner might not care about a patent (if he has others) getting invalidated or is just unwilling to throw money/lawyers to defend it or to appeal a bad invalidity decision to Fed Cir

[100lbStriper]

NLST When you think you've seen/learned everything regarding the nefariousness of USPTO/PTAB... this article emerges today.

"For those familiar with Reddit and the breadth of topics covered it probably comes as no real surprise that there is a patent examiner Reddit, which has some 4,800 users. What should be surprising—shocking even—is what was recently discussed in one quickly deleted thread within that patent examiner Reddit."

"It is astonishing that a patent examiner would take to a public forum, disclose information relating to the application on which they are working, and confess to not wanting to issue a patent based on personal political beliefs."

"As stunningly inappropriate as this post was, the replies by other self-identified patent examiners are even more troubling and indicative of deep problems at the United States Patent and Trademark Office (USPTO)."

"What kind of culture is growing behind the scenes at the USPTO?"

There's plenty more, worth a read!
https://ipwatchdog.com/2024/05/09/uspto-needs-investigate-disturbing-patent-examiner-reddit-thread/id=176380/

[100lbStriper]

i wholeheartedly agree, but your talking common sense. they dont................

[gdog]

IMHO our judicial system needs to be overhauled there needs to be time limits put in place to settle these cases much sooner than what is in place now.

[100lbStriper]

makes it quite of obvious why they use every attempt humanly possible to stay out of court or going crying to ptab!

[Jetmek_03052]

Boy. That was quite a read! Samsung is SO nasty, eh? I hope the court ROASTS them over this!

[100lbStriper]

NLST These were posted this in my next to last previous post but I wanted to highlight these two witnesses that Samsung is trying to hide, especially the one on the bottom and the comments he made in a communication to Netlist.
https://sih-st-charts.stocktwits-cdn.com/production/original_572357288.jpg

[100lbStriper]

NLST Apparently Sheasby has a problem with the two parties communications translations that have been provided, so he's providing his own. Additional page in comments.
https://stocktwits.com/Durango24k/message/572351969

[100lbStriper]

NLST Samsung is trying to hide some of the witnesses by not providing Netlist their Korean address so they can serve them a subpoena. Sheasby isn't having it. Other pages posted in comments.
https://stocktwits.com/Durango24k/message/572349383

[AllinFun]

Ahhhh that makes sense. Indeed, you could be correct, I believe I mentioned it to everyone as soon as I found it and got up to speed. I learned of NLST through my uncle who I happened to bring to the other one that went terribly. Him, amongst others of my family. Hoping this one works out differently, much different type of challenges here than we had there.

I also have been one to be very careful what I share with family and friends given the risks. I will say I am much more heavily invested in NLST then I was in the other (5x as much). Currently sitting around 35% down total due to some hefty buys around $3-4.

Glad to hear from you again. Hope you are doing well and we get some real value out of this one soon. Talk soon!

[100lbStriper]

make sure you re read what choi says in that last green paragraph. he's telling scarsi samsung had an obligation to pay, and was providing netlist with far less than their requested supply. icing on the cake............

[100lbStriper]

NLST Big Shout-out to JS Choi (likely now formerly of Scamsung) for being one of my favorites on the side of Netrist
https://sih-st-charts.stocktwits-cdn.com/production/original_572325809.png

i even gotta give this one a thumbs up. how can ya not like it ? lol !!

oh, and i know the clown will stamp it with his approval as well, hes gotta go both ways on this one lol !!!!

[100lbStriper]

NLST There's no link to the full Final PreTrial Conference Order from Judge Scarsi so here's the full 20+ pages for your viewing pleasure, all posted in the comments section.
https://stocktwits.com/Durango24k/message/572255190

[100lbStriper]

NLST Parts from MIL Ord sec—OTHER ISSUES
"Smsng’s counsel expressed concern over Ntlst’s intent to call Smsng-affiliated witnesses"—"Court denies the former relief requested, as the Court finds sufficient Netlist’s identification of the relevant subjects about which Smsng witnesses will testify in its case"

"Smsng contended that Ntlst should not be allowed to prove a breach should Smsng convince the jury of its interpretation of JDLA§6.2."—"Court disagrees with Smsng. Ntlst’s pleadings, discovery responses, and motion papers do not foreclose it from presenting a breach case upon the theory of the contract Smsng intends to proffer at trial. This is especially true given the several interpretations of §6.2 Smsng offered over the course of its defense of this case."

"Court also rejects Smsng’s argument, apparently made for the first time at the conference, that the Court should allow it to revive its affirmative defenses if Ntlst is allowed to bring a breach case on Smsng’s interpretation"
https://sih-st-charts.stocktwits-cdn.com/production/original_572244604.png

[100lbStriper]

The Recap not working and preventing me from making docs publicly available is really messing with my abilities to share and explain things/filings. Any input/ideas that can help would be appreciated.
I have an Apple IMAC running older OS Monterey—which worked fine till Recap update—though initially it also didn't work for about a month, then magically did.

I guess I can always post a bunch of screenshots of each page—this instance would be about 20 per doc, but that's hard for folks to read, and ideally it's best to use the link to the actual documents.

Another thing I'd like to do is figure out how to make video/audio with screen share, but without having a Youtube channel.

I will keep trying though, and hope it starts working after a bit of time, like when I initially started using it.

[100lbStriper]

NLST BOC case Motions In Limine & Final Pretrial Orders were filed. Since updating Recap Ext it hasn't worked... paid for doc and can access, but can't make it public—I'll keep trying. If I knew how to post video without Youtube, I'd love to show & walk folks through the complex docs.

Netlist mostly got what they wanted on KEY issues, with stipulations for Samsung otherwise... which is pretty good considering what Samsung tried. Must read to understand, or let it play out.

Parties to confer on final verdict form version.

MILs Conclusion—"Court grants in part and denies in part Netlist’s 4th MIL, grants in part and denies in part Samsung’s 5th MIL, and denies all the other MILs subject to the guidance in this Order."

Pretrial Conf Order contents & few facts:
-4 day trial
-Netlist Claims & Defenses with Statement
-Samsung Statement on Netlist Claims and Defenses
-Samsung Counterclaims & Affirmative Defenses—none plead/raised
-Remaining Triable Issues—Netlist & Samsung positions
-No Bifurcation
https://sih-st-charts.stocktwits-cdn.com/production/original_572242295.png

[100lbStriper]

I like getting into stocks that may take years to get back to breakeven that is funny as real is real, only we know how to do that lol !!!!! oh the memories..........

one that comes to mind.........nlst baby, i been waitin longer than i have on any play in my entire career. right now i'm down about 30cents pps so i still got plenty of hope !!!!

[gdog]

looks like it about ready to fly you are welcome.

[manfromjax]

Right now, I really just want a NLST payout that is above breakeven.. 3 years is a long wait at 74. My wife wants to do some slow travel for three months (plus) through Europe or where ever we can afford and that takes lots of money.

And thanks for UVIX. Almost got it at the all time low of 7.31 but I took to long looking at past history and it jumped to 7.39 where I pushed the button. Make us Happy.

[gdog]

you are correct but I think I'm ready for the big payout,

[manfromjax]

The good thing about holding NLST is that every month that passes by, a portion of my shares turn to Long Term capital gains for lower taxes when we finally do get that million dollar payout!!!!

[gdog]

I like getting into stocks that may take years to get back to breakeven like NLST lol good point.

[manfromjax]

It's OK, gdog. I like getting into stocks that may take years to get back to breakeven like NLST, SOFI, and a few others. 🤣😂 it was only for 100 shares at 1.02, then .86, then .73. As that old saying goes: Hurry up and wait!

[justus1]

Same here and more NLST

[gdog]

sorry I bought to soon on allr myself the second time .98 I bought the first time at 1.00 and it went to 1.34 then rebought when it retraced to .98 now .76 so I'll hold for awhile as it looks to be truning back up g/l

[100lbStriper]

lets face it, when this does move they will get buried !

[100lbStriper]

oh i believe it, your not the only one seeing it. and as far as the wine and cheese goes, your on your own !! lol !!! not exactly, but its too hot here to complain.........

[gdog]

I know but after 5.5 yrs or maybe 6 I'm just getting very tired of seeing them be able to do it.. suks

[mfascuba]

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.

[gdog]

the manipulation here is unbelievable, and its the mm's that are doing it imho . they are buying up all the shares they can in anticipation of the move when the 14th comes


probably wrong about all that lol just so tired of seeing a stock never go anywhere. now can ya lend me some cheese and crackers to go along with my whine? lol

[100lbStriper]

today may 8th, case 294 micrap mediation https://www.courtlistener.com/docket/64861663/netlist-inc-v-micron-technology-texas-llc/?filed_after=&filed_before=&entry_gte=&entry_lte=&order_by=desc

[100lbStriper]

TOMKiLA
10:13 AM

$NLST may 14th, netlist vs Samsung/ boc trial

Ready to win
https://sih-st-charts.stocktwits-cdn.com/production/original_572154974.png

[100lbStriper]

TOMKiLA
9:28 AM

$NLST netlist increased sales of the company's products by 120%. Many people wonder why margins are low, perhaps one reason comes from the fact that 4 million nlst sales could show losses (it's one of the tempting hypotheses).
I add, netlist has finished products worth $13 million, up from $7.5 million in December. There's definitely something interesting behind it.
https://www.reddit.com/r/Netlist_/comments/1cn4ib6/interesting_data_on_inventories_and_sales_of_nlst/?share_id=HxvSAukiHmT7WpmfCJHEX&utm_content=2&utm_medium=ios_app&utm_name=ioscss&utm_source=share&utm_term=1

[100lbStriper]

robcobb
7:43 AM

$NLST I know how it feels wanting to know what’s going on in the courtroom in California. I don’t think it would be a good thing to have a reporter in the courtroom unless that person can report accurately what takes place.It could lead to more anxiety than being helpful!There are many things that happen with the fast pace of the lawyers that could be interpreted the wrong way.When I am in that situation I only report what I am 100% sure is correct and will be verified in the document drops. I don’t know if anyone will be in Judge Scarsi court the 14th but if so I hope they can report accurately what happens, and will be able to rebut any fuds that are there! I will be at the Micron trial on the 20th and will only report information that is 100% accurate as I have in the past.The Micron trial is fast approaching!Good luck true longs !