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.
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.
IMO NLST wants 100M a year for 5 years and in return they will give MU stock at 25M shares at 4 bucks a share..when NLST hits 20.... MU will break even and when NLST hits 30...MU will have made 250M bucks...Not bad...
NLST will go to 6-10 bucks on that news.. some say 15
We have 4.5 months to wait for a 800% move or sooner...I'm still of the belief that Micron will settle...could it be on Jan 21st? or will it be in April...They will partner with NLST...NLST will give them a great deal..and then the gloves come off...
I agree on all points...However, This judge Gilstrap does not value much from the PTAB....so where NLST did pull the 339 from the case temporarily...IMO in hopes of showing some give n take....they did just put it back for appeal to the cafc...
And again the trial in April will have 2 patents blessed by the PTAB and in the same court against MU and SS..This stock will likely hit 5 before that if its not already there in Jan....IMO
So the downside or bad part about owning NLST is Chuck and Gail selling..and the latest offering...but you must admit that a 300M win is a long way from anything HDVY accomplished...Judge Gilstrap is going to put out a royalty rate probably with in a month as SS is suppose to put in there final thoughts on it now...my guess is judge G puts it at 20-25M a month in accruing liability...that would put the 300M to 450M already for only 4 patents...4 more coming in April 15th and 2 already validated by the PTAB...then 3 more in the Sept that are also already approved by the PTAB...
The 918 and 054 are next week...if nlst gets them validated...we will have a lot to talk about...
Thanks...These judges validated the 314 but shot down the 339 that was part of the 303M win over Samsung...So as much as I believe that Jason knocked it out of the park.. The PTAB is rewarded for denying validations...their rate is at 67% so our chances are not great...again Jason made it clear numerous times as to how elaborate and complex the 918 and the 054 is..picture a super fast race car racing another another race care...but the second one had all of these gadgets hanging on the side and stacked on top of it to make it go fast...not only does it not look right..but it doesnt work...
Jason established...how important the design was for the module to not overheat..no communicate uninterrupted.. to fit together for function...and most importantly... to control all systems at the same time...
It really is a car with all the bells and whistles vs a standard car...DDR5 patent is a higher standard..and worth 150M a year to Samsung...
Samsung lawyer at the end said..in hopes of getting to lunch a few minutes early.. we are done with our explanation......Not sure how to take that...but these guys have been pretentious...to say the least....
.
The chances of a settlement go way up with the 918/054 win at the PTAB...again Judge Gilstrap is the most qualified guy in the land...IMO right there with judge Albright...They have both done thousands and thousands of cases and their anomisity towards the PTAB is justified. Jason had to educate these PTAB judges as to how unique this design is...I think he accomplished it...
His line of Samsungs expert Harris from HP not anticipating the variety and the complexity of the 504 says it all...
That tells you one thing. Harris was an extraordinary person of skill in the art at HP, gave it their best shot, and did not think it was obvious,
beneficial, or desirable for there to be four separate buck converters providing four separate physical voltages. He did not think it was desirable to have a separate VTT line. He did not think it was desirable to have a separate VDDSPD line.All of these things that they spin, Harris did not do. That’s the objective evidence before us.
I expect a 100% run on the 918 and 054 next week assuming they get some claims validated If its not validated...we could go to .90-.94 for a short period...as I expect a run up to 3 before the trial...having said that...the friggin offering is causing pressure on the stock as the warrants protect the shorting going on...
Yes..The BOC news is huge...really big as we know Judge Gilstrap wants to get both parties to settle...with DDR5 being worth 150M and HBM worth 150M plus due to rapid expansion...If judge Gilstrap simply says the contract is terminated as of 2021 like he did in the case in April 23...we are golden...That would put Micron at 150M....these numbers are huge and its all coming down to the 054/918....
From my understanding Jason not only knocked down any spin SS said...but also proved why NLST 054 patents is worth being validated...
Yes! Thats what doubleoverhead said! This is huge news! To have all this in Judge Gilstraps hands is a huge win for NLST!
This is what Bently shared in that thred.....Very impressive by Jason...
Our patent if you look at these excruciatingly detailed timing
25 diagrams, we’re not interested in things all turning on at the same time or
IPR2022-00996 (Patent 11,016,918 B2)
IPR2022-00999 (Patent 11,232,054 B2)
47
1 turning on simultaneously. We’re interested in having very precise control
2 of --
3 (Simultaneous speaking.)
4 JUDGE JURGOVAN: I see. Did any of the claims reach this timing
5 independence?
6 MR. SHEASBY: Yes, that’s why there’s four voltages requiring four
7 separate physical -- four regulators requiring four separate physical voltages.
8 That is it.
9 JUDGE JURGOVAN: There’s no limitations addressing the timing,
10 the voltages are engaged at?
11 MR. SHEASBY: So there are some independent claims that talk
12 about when the voltages are engaged.
13 But the essence of it is it’s having those four physically separate
14 regulators, four physically separate regulators producing four physically
15 separate voltages that gives you this ability to have a very, very precise
16 timing.
17 JUDGE JURGOVAN: I see. Thank you
Sounds like Juges Gilstrap will rule on the BOC...which will be great!
The discussion of whether judge Gilstrap could rule on the BOC is very interesting...Id love your thoughts on that or DD...
Bently just posted about how the Judge asked how they solved the space issue...Very impressive information...having a component unique to the patent almost cements the PTAB from not giving atleast a win of 1 of them....
054 is on the 6th...and the 918 is on the 7th...These two are worth 147M to SS..Going into the Jan 22 trial will be huge to get atleast one of them...I'm not sure how you differenciate between the two...also the 060 & 160 are worth about the same.....and we know NLST won against SS in a landslide...I think Judge Gilstrap gets all the info on dec 1st to decide on the number of years Micron has infringed..many suggest 6 years back to 2017..
My guess is we get 1 of the two...Judge Gilstrap goes back to 4 years..and the 060&160 are worth 75M to MU...provoking a settlement before Jan 22..But would love your opinion
Sylvia thought we have a good chance of getting validation...I thought we had both the women on our side in the BOC...The ninth district has the most appeals over turned..and that got messy in a hurry...good news is it was just remanded and not overturned......so Im apprehensive about the PTAB on those 2...If they were honorable...Id think we were golden...Good news is NLST just got 3 patents in the west district of Texas validated...so in 2024 that case should follow up on the 912..in April...to answer your question I think we have a 50% chance of getting both and a 75%chance of getting one.....based on their value ...and the 3 that just got past and the 339 that is being appealed by NLST...If we get them validated we are going to 3-4 bucks...that gives the 22nd of Jan a slam dunk and a great chance of settlement before hand....
That never gets old! I’d love a PR today saying what a landslide this CC is.. but JS is trying to get a deal done…
Samsung just sold ASML stock for a 700% increase…Time for another investment?
https://www.computerworld.com/article/2719927/samsung-invests--976-million-in-asml-for-tech-to-build-smaller-chips.html
Well that’s a fair argument… however NLST did just get 4 patents validated recently ….so the case in the west district of Texas should come back online any days. And I expect the trial to be in august/September…
The 912 is slated for April 15 which is 5 months from today… and the CC is past 7 weeks now… any day Judge Gilstrap will rule there..
Jason did give a great explanation of how Micron and Samsung argued against each other on the 054 and 918 which are worth 147m to Samsung… those patents will goto trial Jan22… and the 060&160 are the ones also going to trial worth 124m to SS.. with a growth rate of 58% in 2024… how much to micron? Probably only 20% …
So Jason has plenty to work with… despite the questionable PTAB..
Great add!....Any chance you saw TPST gap from .22 to 2.25 then run to 12? I think we have a very good chance of that happening here...This has been held down for so long...and we know there is incredible value here...especially since NLST has one of the best lawyers on the planet...Jason is in charge of all cases for NLST...
I watched the APRN drip to 5 bucks then get bought out at 13...no one had a clue....The chart looked like crap...TPST looked worse..and is holding at around 3.50....
My ball park figure is ...80M from MU a year.....for 5 years....and 20M shares at 4 and 160M from Samsung with 30M shares at 3...Google no clue...but in the end..when NLST hits 24 bucks they will make money...but if this happens...NLST should gap to 8-10 bucks...then spike to 20 for FOMO then drop back down to 12-14...yup many will say that thats not enough money....but its just a complete friggin guess! LMAO
Ya man… we are close.. you know NLST didn’t make a big deal of the claim construction win over Micron. But had a parade when they won over SS.. another interesting point I missed… the Samsung ruling on the CC took 6 weeks.. but the Microns Cc took 12 weeks… 90% of the work was done… it’s the same claims. Why twice as long? This time a concession from the judge…
Knowing Jason’s accomplishments… and the recent concession he made to allow documents from Samsung to be delayed from oct 26 to Dec 1..
This is looking like a group deal..
Was that another one? We just got 3… that’s great! That make 12!
4 for Jan
4 for April
3 in WD
And this one..
Awesome Job! Gonna be a great weekend!
Yup. Duffel bag chad and Sylvia are big believers that this PTAB validation will be huge.. if not we will have a dip.. then rise going into the trial.. but imo. I agree it will be a knock out.. as what will they appeal? Judge Gilstrap already blessed these patents and the HBM 060&160 .. and the PTAB will have validated them..
An appeal and delay will just cost them more going into April 15th…
December 15th I expect 2.50 (claim constructon win on the 912 and 3 others...and the 918 and 054 validation)
January 11th I expect 3.25 (based on last years chart)
Jan 21st over 4.(for anyone who thinks a settlement can happen its going to cost you)...Thats what happened last year and i expect the same...with a good chance a settlement is reached by then....
90% of these cases settle out of court before a trial...and Micron has many reasons to make a deal....
When we get a deal...over 8
Great post…This post from Sylvia in regards to Jason’s testimony says it all.. these patents are elaborate and have to do with specific timing in order to operate successfully ..
Microby makes a good point.. that Micron will wait till the PTAB validates the the 160&060 HBM (April 2024) but that will come at the expense of losing the trial and being exposed by a jury with damages… for at least the last 2.5 years…imo over 200M.. the 918 & the 054 thats referenced by Sylvia gets a validation Dec 6&7th.. imo is game over for Micron.. that’s when they will make a deal before the Jan 22 trial. Those Patents alone are worth 147m to Samsung.. how much to Micron… probably 200m going back 2.5 years..
Bottom line is NLST needs the money and Micron wants a discount .. if Microns damages are 200m and then going into the April trial in the same court with the 912 that’s already been validated… then the west district case probably in September/October for 3 patents validated…the damages are going to be 400-600m. In a year…If NLST has to raise money again… I don’t think they will be so negotiable…
Also note on the call the difference in Gail/chucks talking points.. they think legal costs will go down after the next two quarters… but when discussing Samsung they anticipate more appeals going 12-18 months out…that says to me they are close with Micron…
I think Gilstrap is motivated to get a deal done to.. and we have his claim construction on the 912 and others coming..
Judge Scarsi likely is pissed at the 9th district and rules again in NLST favor..
Not expecting much from judge Hall in Delaware.. so we could dip on that..
Either way I think we see 6+ again with a deal or no deal..
https://stocktwits.com/SilviaJ/message/550735316
I reread Sylvias posts and a few others about the 918 and the 054...and we have a very good chance of getting the validation...its important as its 25 days away...IMO on that validation we go to 2.50..then a month later we get a deal or we are back to 4.50 going into the trial...
Ive been here for 7 years...trust me this next 6 months is packed with good news and a PPS that could go over 10 fast..just like in 2021...
OK...Lets say PTAB validates the 918 and the 504...Then NLST wins the trial against Micron for 160M...whats the point in appealing..If in the next 3 months Micron has to defend an even better patent in the 912..So God willing they settle...and NLST will likely take 30cents on the dollar as there is so much money here based on past damages...11 patents and numerous products...so I hear you...
72 days until the Jan 22nd trial...
25 days until the PTAB rules on the 918 and the 504..
The fun part will begin soon...Or I will mail you some Deer Jerky...LOL
Yup ...That was why the 144M in the SS case was huge. 6 months later and that number is probably closer to 200M...another reason why I believe making a deal now before those numbers get even bigger is wise....
When he responds it might rival Judge Desai disgust....But Samsung will appeal as chuck says...with Micron...we have a much clearer view of what can happen...and a better chance of an agreement...going into that trial we will have 4 patents that are cutting edge..of DDR5 and HBM...over 100M a year to Micron and possibly 6 years of damages...very good leverage to make a deal...
PTAB ruling on Dec 6&7th on for the 918 and the 504 will be big...as the trial is only 6 weeks after and those patents are worth 147M to NLST from Samsung...To Micron a lot and they have no BOC...The BOC will be to try and widdle down the settlement...NLST has 11 patents that are adding up to billions in damages...so there is a lot of room here to make a deal...IMO
BLFR.. we might see .70 today...Great DD and call! again..
I had a good conversation with her...Trusting the PTAB on the 504 and the 918 isnt going to be easy...As Jasons defense was clearly solid..and considering the amount of 147M against Samsung..makes things even more dramatic....I think the PTAB decides on dec 9th...
Now Judge Gilstrap threw out one of NLST 6 patents in the Samsung April 2023 case...that means to me he approved the 504/918..to allow a jury to decide on 147M...
Jason literally used Microns Hoelbrok testimony against Samsung..so winning these two patents will be huge as we know they will win again in Judge Gilstraps district court...Getting the PTAB and the district court will really push Micron to settle...Maybe even just the PTAB as the DC is already a 99% chance of winning again...
But again the PTAB is watered down with questionable judges...
regardless NLST still might try and argue the value of these patents with the HBMs as thats close to 150M to Micron and 300M to samsung...
I love it a 2 day delay… my kind of judge…
Whoops! Lol.. no.. 2023! Cmon man!
Maybe… my goal as well as NLST Imo is to make a deal with Micron.. that sends the stock over 8 and helps set up a deal with Samsung and Google with no dilution ever again…
2923 Micron
2024 Samsung
2025 Google
2026 SK Hynix
In no particular order…
NLST just did a raise at 3 bucks...lol...we are not getting 10...not unless judge Gilstrap does an injuction...or we win the lottery and give a 1% loan for 40M bucks
Jason has referenced a Rambus deal several times in the court documents...a few years ago Google bougt 6.7% of ADT ...Samsung in 2010 bought 200M bucks worth of Rambus stock as well as paid them damages and royalties...the stock is up 150%..so it did save them a huge chunk on losses...
NLST needs money to fight bigtech....I dont know any details...but Im pretty sure JS was mentioning the Rambus deal pointing to the shares as a way of easing the burden...and probably helping them make a profit...
If NLST sold MICRON...30M shares at 3 bucks...and got 85M a year for 5 years...when NLST stock hits 16 bucks...thats 450M in profit to Micron and the cost for the royalties is 425M...thats a 25M profit...
What would the price of NLST stock be with Micron settling in 2023..Sammy in 2024..Google in 2025 and Sk in 2026..all averaging about 100M in royalties...that would be over 30 bucks share...thats a profit of over 500M..
If Jason sold anything close to that would be a win for us NLST and Micron...not so much for those that waited...
25M shares at 4 bucks is 100M....and 100M a year in royalties is like .35 a share..with a PE of 20 thats 7 to 7.50 a share...with a spike to 10-15...
Again Jason is offering them a great deal...