Internet Highway is a toll road and NLST tech will be the gatekeeper.
From YMB: silvia6 (why hold NLST long term)
I was speaking with a friend of mine yesterday who has been invested in NLST for many years. She was down on her investment for much of that time as she started investing above $1. We were speaking about NLST and what the future holds when she blurted out, "until someone figures out a better way and makes NLST technology obsolete." And though I was not surprised by the comment (I've heard terms like "reverse engineering", etc. for years), it still didn't sit well with me.
But as I considered it further, I reflected on the fact that NLST invented rank multiplication and load reduction over a decade ago. And though all the memory makers affiliated with JEDEC have known of it and have used it for all those years, no one has been able to improve it -- or do it better. Yes, we've had 3D Xpoint and have heard of new disruptive technologies using materials like gallium arsenide, germanium, graphene, etc. - but none have panned out. The fact that NLST uses established materials (i.e., silicon) and does it in a way that makes it a cheaper and faster way to transfer data is the brilliance of what they do.
I thought about Shark Tank and how the cast members want a "barrier to entry" before they will invest in a company. Netlist seems to have built a moat around their technology based on patents they discovered doing contract work for companies like Dell and HP. And though the use of "obviousness" claims at the patent appeals board by NLST opponents have unfairly reduced the strength of some of their patents, NLST has certainly shown they have enough arrows in their quiver to bring those same opponents to the negotiating table.
And now that they have sufficient funding to pressure all infringers to negotiate, it is ironic that the term "obviousness" is the perfect word that answers the question, "will memory makers/users have to pay Netlist's toll on the internet highway?"
Yes - the "obviousness" of memory maker/users having to pay the toll is becoming apparent to more and more investors.
Emil Nolde
