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Friday should hear about the Claim 16… I mean I’ll be surprised if the PTAB has anything positive to say.. then we rise going into April 29th? Then continue going to May 14.. then we get judge Gilstraps royalty rates ? Then idk what’s next..
NLST agreeing to this delay....hmmm...its for ethical reasons? we got them right where we want them...
So you think the BOC will be delayed ..and if so. It could be a month or two?
A settlement would be great.. I think we got both of them right where we want them..
Ok so we are on for the BOC March 26th....or do we have to wait to find out if yoder has covid again?
now we are on for April 29th...that looks set..do I have that right?
Thanks.. I think he is waiting on the BOC ....and sorta the 912 trial...IMO the negotations dont have enough stick for Micron and SS to surrender...but after these two events...or before the April 22 trial...we should have that firepower to say...Pay up or lets make a deal...
with the Boc...NLST has emails and the testimony from the april 2023 win..
April 22nd..NLST has the 912 which has been validated in two courts and has been exploited by many infringers for year...IMO that will be our coming party....10+
IMHO
ALCE .66
Does the 293 have a date? my dates of importance are the March 26th BOC and April 22 with MICRON...anything else?
Tyson vs Paul ...hope Marshall has some exposure there...i know he is buddies... .10 would be awesome!
Really happy for you...Hope this hits .02+ plus for you...Your patience is incredible! God Speed!
Hold on… micron has bitched about quite a bit… and now they are excused???
But not Samsung?
10 patents going to trial?? March 26th should be very interesting…
The judge knowing how the growth is in this market and the handouts from the Govt.. has this judge PO’d … micron having to give 1/2 of a percent to NLST is peanuts..and more then reasonable…
Micron will do 30m in sales with tax incentives… probably clearing 1-2 Billion this year and more next.. 120M for NLST is more then reasonable… IMO…
Next week we need to get through 1.81.. if we do that.. back over 2.. with all this settlement talk.. and the judge getting things back on track.. I think we will see covering and buying.. so much was revealed with MU crawling back to Idaho.. judge G wants this settled in a hurry.. imo
Ya. Talk about dropping the hammer!
Well. Looks like Sammy will be APril 22nd and Micron will be probably May … for 9 patents? lol
Is he saying. We are getting it on with every patent.. lmao!!! Wish he would throw in the west Texas patents too!
I just got in… you can’t make this shit up..
Wow! I’m even more bullish! Great Stuff! Considering what is there about the 912.. im thinking a deal is on the way… those numbers are remarkable…
The clock is ticking … only 64 days till the 912 case…
Sure looks like damage control…
Micron might want to buy 10% of NLST..
What if Micron gave NLST 600M for 10%. That would value the company at over 20$ a share… (just a guess)
Let’s hope we see a deal tomorrow!
Ok… no judge Gilstrap hasn’t given us a new date… makes zero sense since he double and triple books cases.. we are 2.5 weeks away from them cancelling the case…??
We have been waiting for how long on a royalty rate from judge Gilstrap? … and yes Jason looks like a genius asking for a Billion bucks in the April 23 case.. as sales have quadrupled since then.. possibly making the 303m in damages closer to 1 B..
Now in West Texas where NLST has 3 patents that are validated…and the case has been Stayed… NLST is dragging its feet to get this case to trial?
Getting a royalty deal with Micron shouldn’t take this long…
Getting a deal done with both MU and SS
Might..
Nice news...SPZI looks so strong...should run over .01 soon for those wanting to get in before .02+
A couple emails would show proof that Samsung tried to bankrupt NLST… this is getting overcooked to say the least..
Looks like the BOC is on…
It's just odd Judge G has cancelled the trial and not announced another date..Its just not like him says Robb.....Feb 9th is a Friday..and the 12th is a Monday....The 16th is a Friday.. Praying the deal happens...but these dates could work....
No removal of the STAY of the 314 which was approved.. by PTAB …no royalty rate from the SS trial.. no new court date…
We did get that Folsom did try to get something… but how can he say .. I deal is done? .. VPLM did say a deal in principle with Amazon … that didn’t work out to well… also the BOC was/is messy… anything written now will be crystal clear in regards to a contract..
Otherwise we get a new date…
Cheers
1.50 a phone… I think wow… Man we are still waiting on the royalty rate like that…
Ya there is zero doubt that they are going back and forth in negotations...the 912 sealed document by Folsom is the tell..This smells more like a double deal....with it taking this long.....Those past damages have to be accounted for....This is one heck of a negotation....can you imagine finally getting them to the table...umm..lets see...the 912...you sorta made 10B over the last 10 years...and a ya the ddr5 and HBM patents..we know you did over a10 billion in sales in the last year...oh ya that 314..that was also part of the equation and that kinda worth a lot too....
I reference the win over samsung in April 2023 as a good measuring stick...NLST basicly is awarded 250M for 1 year..the sales have increased 3-4 fold already...we are talking 750M to 1B for Samsung alone...Micron is close to that number as its back to April of 2021...so conservatively we are looking at 1- 1.5 B berfore the April 2024 trial.. The best part is DDR5 and HBM...performance is more important then cost..Samsung and Micron can pass the extra 2-4% on to the consumer...to pay nlst
I suspect Jason and chuck want 100M-150M a year from MU and 200M -250M from SS...with some damages and probably 40M shares of stock between the two...so when nlst goes to 25-30 these guys still pretty much save a ton of money..Just a guess... based on ...the Rambus exibit at the pre hearing....Its such a win win win for everyone....
or they both could buy 10% each of NLST for 1-2 billion bucks? lol
I’d prefer a settlement… us govt suppose to hand out cash/subsidies in the coming weeks to chip makers… umm another reason to spread the wealth around..
These SK sales increase of 4 fold is the best news of the week…Jason asking for 1 Billion in April 2023 doesn’t look so foolish now… he saw this coming… if sales are up 2-3 fold from April 2023.. that royalty rate is huge..we are talking 600m to a billion.
We are talking about NLST run rate getting back to 200m.. and profitable ..
We are talking about Micron damages for 33 months likely over 500M…
Judge Gilstrap. Let’s get the court date for February….LFG!
Still waiting on that royalty rate… a 4 fold increase in sales puts that award for NLST at over a billion bucks a year..
Fascinating the term clawed back...this is like the 5th time NLST has asked for the sales data....Still waiting for the trial date...It just seems Judge Gilstrap is so busy...We are still waiting for the royalty rates...to remove the stay from the 314 and the other 2 patents that were validated at the PTAB...and now we are also waiting to be reassigned fo this case that was suppose to be last Friday...
Ya it’s looking more like the first is on..
You saw that wierd motion request for Febraury 1st? by Micron...Stokd ripped it apart.. so we wait....til?
Im not 100% sure ....terms not disclosed yet...but they knew they were going down...
Was it unethical to cut off supply to NLST if you knew it would cripple their business? Well if im forced to answer the question..THEN THE ANSWER IS YES!
What the heck is left to say? all this legal BS with Yoder is just a joke...especially since its been remanded...
I'm really hoping that the sealed document from Folsom is worthy..and all this delaying is also something that is in NLST favor....Seeing Google settle is very encouraging...especially since we have Micron in a figure four leg lock!
Google settles AI-related chip patent lawsuit that sought $1.67 bln,,,,,Ah year and this part is awesome...
nternal emails cited during the trial's opening statements on Jan. 9 showed that Google's now-chief scientist, Jeff Dean, wrote to others about how Bates' ideas could be "really well suited" for what Google was developing.
Google countered that the employees who designed its chips never met Bates and created them independently. The company said its technology was "fundamentally different than what is described in Singular's patents."
April 5th was the news release of NLST and SK making a deal...FWIW
This has to be good.. the retired judge sent a seeled filings and he was talking to Samsung and Micron/Nlst. Maybe we get 2 birds with 1 stone… I’m ready!
There are no court documents showing counsel has changed according to Rob on ST...and he has been watching closely....I thought they left...my apologies
The resemblance to 2021 in March to June is very peculiar....HBM sales are through the roof...in March of 2021...NLST reported 147M in sales that sent us from 1-3..April 5th we got the SK news and we went from 1.77 to 3 back to 2..then in june 28th 2-10..
all coming together...Sales and a deal...with HBM so hot...we should easily be at 3 now..on our way to 15...as in April we have a third catalyst...IMHO
Micron hired a new cheif legal counsel from Western Digital of 24 years....that might have bought them 2 weeks of time..?
48K in volume....very interesting....