News 
Market Data 
Discover
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Stokd
Yesterday 11:42 PM
$NLST Make it make sense...
-Samsung: We have not and will not infringe on Netlist patents, they are obvious and unpatentable.
-Also Samsung simultaneously: We paid for and have a right to Netlist patents because we did not breach the JDLA/contract.
What am I missing... another example of contradicting positions on Samsung's behalf.
Stokd
Yesterday 11:33 PM
$NLST It’s pretty wild and absurd if you think about it: Samsung claims to have paid Netlist for a license through the JDLA for the use of patents—not contingent on a supply obligation is the assertion in the BOC case—and are currently fighting in the BOC case for their right to Netlist IP.
Yet in infringement and parallel proceedings at the PTAB, Samsung is challenging the validity and trying to render useless the same patents they claimed to have paid for and put value on when signing the JDLA. So if they think Netlist patents are obvious, why do they want/need a license to Netlist patents through the JDLA… just give up the BOC case/trial and relinquish any pursuit of Netlist’s “obvious” and “needless” patents.
While they continue with these arguments/theories, the timing and alignment of cases really exposes the parody like mockery of it. I'll have another drink and ponder further... the layers.
SilviaJ
2:07 AM
$NLST In less than 3 weeks, by April 12th, we will know the status of our HBM patents. And though I was disappointing when the judges deemed the DDR5 patents obvious, I always felt as the HBM patents had a better chance at surviving an IPR review.
In my opinion, what makes them "not obvious" is the way NLST has the "First die interconnects in electrical communication with array dies but “Not In Electrical Communication” with Group 2 array dies".
In the prior art Samsung uses (Riho), data ports that can be switched on and off but are ALWAYS in electrical communication because of the wave that goes back and forth when you initiate a transaction.
Both Samsung and Micron argue they are still in “electrical communication” in district court and NLST agreed.
Also, Samsung's expert admits that the Kim (prior art) modification to Riho renders the design inoperative because of data collisions.
The judges will be hard-pressed to argue that NLST's breakthrough is obvious.
https://stocktwits.com/SilviaJ/message/567002126
$MU $SSNLF $GOOG couldn’t help but steal Netlist’s groundbreaking technology.
https://netlist.com/products/ai-server/#hbm-m
https://stocktwits.com/NLST4EVER/message/567002074
HighEnergyCat
1:34 AM
With the growth in chip sales since March of 2023 when the $303M judgement came down on Samsung's head, and after Samsung is crushed in the Breach of Contract case in May, Judge Gilstrap's ruling on royalties plus interest will be especially painful for Samsung. I am thinking the tab so far should be close to a billion dollars.
https://stocktwits.com/HighEnergyCat/message/567001577
SilviaJ
12:45 AM
$NLST "HBM memory is very complicated and the value added is very high. We are spending a lot of money on HBM," Jensen Huang, Nvidia co-founder and CEO, said at a media briefing on Tuesday in San Jose, California.
"HBM is a technology miracle," said Huang, adding that HBM also improves energy efficiency and can help make the world more sustainable as power-hungry AI chips become more prevalent.
https://stocktwits.com/SilviaJ/message/567000718
Stokd 8:00 PM $NLST Hearings/Trials in the next *7* weeks:
Mar 25 — Micron 628 case Scheduling/Management Conference.
Apr 11 — Germany Google/Micron cases Infringement Hearing.
Apr 15 — BOC case Pretrial Conference.
Apr 29 — Micron 294 case Trial.
May 14 — BOC Trial.
The resolution/conclusion of the above open up the next developments/catalysts that we're awaiting:
—Gilstrap decision for Ongoing Royalty.
—Gilstrap to set trial date for Samsung 293 case.
—Samsung/Google Delaware case to resume.
—Micron 203 trial after IPR FWDs on 060 & 160 patents by Apr 12.
https://sih-st-charts.stocktwits-cdn.com/production/original_566988510.png
i hate when people give in to those who dont deserve it. this trial is ready to go tomorrow. i guess they need more time to twist adjectives and stories to sound better than yoder because they werent paying attention in the first place. nothing they are going to say can change what they already said, they got caught lying and boxed themselves in. but i can see the point of giving them the time so they cant claim they didnt get enough to prepare. there toast...........
about time, i hope he hammers them.
So Scarsi pretty much gave in to Samsung. Samsung stated they wanted a continuance to “mid May to mid June”. He gave them mid May.
That’s actually pretty smart. Now Samsung won’t be able to say the Judge prejudiced them by cutting down on the time they requested/needed, to spool up their new lead attorney.
Really, what’s another month or two? Means nothing to the final outcome - a Samsung loss!
https://storage.courtlistener.com/recap/gov.uscourts.cacd.783923/gov.uscourts.cacd.783923.479.0.pdf
Scarsi - Trial dates set!
April 15th Final pre trial conference.
May 14th, first day of trial.
The rate of filings has slowed way down. Looks like Samsung and Micron might have finally run out of bull shit to sling!
I just wish they would be selling at a much higher price,
robcobb
7:50 AM
$NLST I know it has been boring lately with delays and sp manipulation,but we know many things are happening behind the scenes.BOC trial win by Nlst again (IMO)will be the straw that broke the camels back. We know Judge Gilstrap is waiting on that decision to make motions ruling and set royalty rate in the 463 case! I wonder what Microns attitude will be if Samsung loses the BOC trial again,not to say what Samsungs will be!(History lesson 101.)Everyone should remember that Samsung ,Micron ,SK Hynix were all together against Rambus back in 2010,where Samsung settled first and cut the other two’s throat.I wonder if Micron will let that happen again?How can partners in crime trust the other? I don’t think April is going to be as boring as March has been. I am getting very bored, I am ready for another trip to Marshall if needed!
NLST Case 0993 Netlist v. Samsung....
478 .....Mar 21, 2024
Main Document .....Notice (Other) https://www.courtlistener.com/docket/17206527/netlist-inc-v-samsung-electronics-co-ltd/?filed_after=&filed_before=&entry_gte=&entry_lte=&order_by=desc
i dont know about all that but the clown seems to think so. got his stamp of approval on everything!
lol !! dont under estimate your self !
How long do you typically hold the position, hours to a few days?
I am not looking for home runs (like I am with NLST lol) but I am looking for singles, small moves. I dont actually buy the stock but trade the options. I like to do call debit spreads on a stock that is in an uptrend or has bottomed and catch some upside bounce on a 30 day period. The call debit spread reduces the Break even price. Buying the 1 month out spread. I have not been right 98% but probably 8 out of 10 trades are profitable so far been doing it a few years. So far it is working compounding my money. I don't risk very much on a single trade. The stock has to have options tied to it so always looking for new ideas this is why I was curious how you find your trades. Good luck
i'm giving my moderators spot to you
That would be a disaster, we've talked about that lol I type with two fingers and my speeling suks lol
i hope so !!! because then i'm giving my moderators spot to you. i'll never bet the farm again i promise lol !!!!
lol but by the end of 2024 you'll be cash flush weeeeeeeee
microby
4:34 PM
ahh, understand, thx 🙏
a first and a second set of DATA,
so written in Lee‘s ‘160, and not that shitty hot potato drop sceme from Keith Brent‘s HMC, cube thing 😉
https://sih-st-charts.stocktwits-cdn.com/production/original_566811797.png
i did !!! and i have been checking on you. but you forgot the part about me telling you i dont have any more money!!!
shorts, algo's and the otc make our stock look like crap, and on top of that the underlying story is rellatively unknown. nothing happens till we get the attention of big money. imo...... and dont forget the clown lol !!!!!
all 4!!! with a duel hemi over drive, there toast!
Four Wheel Drive?
"... FWDs of unpatentability...."
Front Wheel Drive?
Stokd
9m
$NLST And another entry in the "PTAB got it wrong" series—examples of the CAFC (Court of Appeals for Federal Circuit) reversing/vacating PTAB decisions.
"On appeal, the Federal Circuit vacated the PTAB’s decision, concluding that the facts more closely aligned with decisions finding written description support for a claim range."
https://www.jdsupra.com/legalnews/federal-circuit-finds-written-4466143/
like i said, i'd be doing the samething.
i hear ya loud and clear.....
I feel much the same. Look at the number of shares Hong sells as compared to the amount of shares he still owns. What....maybe 1% or less? BFD
He gets gifted those shares as compensation. He's the president of the company and if I was in his shoes, I'd be doing the same thing.
Stokd
9m
$NLST From an article yesterday—Patent Litigation Update 2024—"Of course, the vast majority of patent infringement actions (~97%) are settled. But when cases are tried, plaintiffs tend to win. Likely due to the high clear and convincing standard to invalidate a patent and the presumption of validity that is attached to patents, patent holders prevail more often than not in infringement actions. For example, over the last several years it has been reported that the trial success rates of patent holders are 52% with bench trials and 74% with juries."
https://www.jdsupra.com/legalnews/patent-litigation-update-2024-6285186/
i personally have no problem with his or gails sells. i'd be selling as well !!!
USPTO Won't Weigh In On Samsung Chip Patent Fight
https://www.law360.com/ip/articles/1815012
Stokd
12:58 AM
$NLST Regarding Hong's sale—Monday's filing was the "proposed" of today's actual sale—aside being scheduled and to satisfy tax withholding obligations for vested shares, do folks follow how many shares Hong still owns?
The number is steady and not declining—over 5.7 million shares... he sold 50k. This is not the problem holding Netlist back.
Considering he's maintaining the same amount of ownership while selling a small portion of what he is vested, my concern as to the reasons are nonexistent. He has enough skin in the game for others not to be discouraged or suspicious by the trivial amount he sells from time to time. We're invested and so is he, there should be no issues with him selling insubstantial amounts regularly to satisfy whatever obligation he has... he is the CEO after all, while we just sit on our asses and watch the show.
Some think he can do magic in regards to litigation, influence the outcome or pace... we're just all in the same boat as it plays out.
https://sih-st-charts.stocktwits-cdn.com/production/original_566689158.png
Stokd
Yesterday 10:17 PM
$NLST Actually, the bottom pic in my previous post that I thought came from a case-text opinion, was in fact quoted from an order, striking projected sales of HBM3E in regards to a running royalty, while lump sum is admissible... but it also stated — "This decision does not preclude Mr. Kennedy from relying on actual sales of HBM3E produced by Micron, should that occur before trial." — which goes to the point I was trying to make... things are different now and changing quickly. By the time Micron 203 trial starts, there's going to be incredible sales numbers and Netlist's damages theories with projections will be based on reality, and should be admissible to the jury.
https://sih-st-charts.stocktwits-cdn.com/production/original_566680277.png
Stokd
Yesterday 9:44 PM
$NLST Just to follow up on the HBM3e reference, and provide some context, since we're on the subject.
The top pic below is from Micron's amended stay motion in the 203 case, arguing against going to trial over products (HBM3/E) not commercially released, and therefore proclaiming that Netlist's damages theory is flawed because it's based on speculative projections... well, not anymore.
The bottom pic below goes into Netlist's damages theory—it's from a case-text opinion I found, which describes what to us are redacted parts of the correlating doc from the 203 case—very interesting and I bet future projected sales will end up being underestimated.
https://sih-st-charts.stocktwits-cdn.com/production/original_566677687.png
SilviaJ
6:55 PM
$NLST HBM: We commenced volume production and recognized our first revenue from HBM3E in current quarter and now have begun high- volume shipments of our HBM3E product. Customers continue to give strong feedback that our HBM3E solution has a 30% lower power consumption compared to competitors’ solutions.
Our HBM3E product will be a part of Nvidia’s H200 Tensor Core GPUs, and we are making progress on additional platform qualifications with multiple customers.
Our HBM is sold out for calendar 2024 and the overwhelming majority of our 2025 supply has already been allocated. We continue to expect HBM bit share equivalent to our overall DRAM bit share sometime in calendar 2025.
https://stocktwits.com/SilviaJ/message/566660776
Stokd
6:07 PM
$NLST Adding to your point... another aspect with regard to delay is HBM3e. When 203 case started, and even as motions/briefings concluded, Micron claimed to not have started production of HBM3e and argued that fact in order to push for a stay and other dispositive motions/efforts.
Just recently, after the limited stay was imposed right before trial, Micron announced they started production of HBM3e. This IMO is a big development—one Micron couldn't avoid if they want to succeed as a company—putting less concern on the implications to the case/trial stemming from the accused products now being produced.
Delays, as frustrating and negative as they seem at the time, are something that cannot be quantified/analyzed until litigation has concluded... whether the twists and turns are advantageous in the ultimate big picture or not remains to be seen.
|
Followers
|
307
|
Posters
|
|
|
Posts (Today)
|
1
|
Posts (Total)
|
25994
|
|
Created
|
05/14/07
|
Type
|
Free
|
| Moderators papaphilip gdog 100lbStriper Jetmek_03052 eyeownu Redoocs | |||
IN HONG WE TRUST....
Created by Sub-Teacher:
Samsung's Expert WItness Quote: 
https://netlist.com/
brings over two decades of high-tech management experience to Netlist. He most recently served as President of Infinilink, a DSL equipment manufacturer, and as executive vice president of Viking Components, Inc. Prior to that, he spent 15 years with LG where he held various senior management positions in the U.S and Korea. Mr. Hong holds an MS in technology management from Pepperdine University and a BS in economics from Virginia Commonwealth University.
AI
