NetList Inc (NLST)

[goforthebet]

I like silvia´s view of the BS article from SA

silvia6 hours ago

Alex Hendrik certainly has a problem with understanding both sides of a story. He was only negative on PLUG when it was improving its business and making strides to secure its future. Fast forward a coupe years to this year and you can see how wrong he was with PLUG (with over a 6000% increase from its lows a year after he started his analysis of PLUG). And I predict he will be wrong on NLST in the long-run, too. His all-out negative assessment gives no credit to their data acceleration technology, seminal patents, and the huge ramp in its SSD's this year. He makes no mention of the 30%+ gross margins of the NVMe SSD business and its bright future with Hynix's help.

To be sure, Alex has always had a hard time seeing the forest for the trees. The short term negatives blind him to the greater picture of what is going on behind the scenes and being laid out for the future. He cannot comprehend that there are CEO's that are actually learning and growing and becoming better managers. His static view of corporations means that none can be redeemed and no amount of work "in-process" is given credit.

It's a wonder he covered his short position so quickly on Netlist.