NetList Inc (NLST)

[ColeThornton]

I don't want you to think I'm not doing my own research...

https://www.reddit.com/r/NLST/comments/lhjoc5/how_it_all_began_nlst_vs_google/

"You can understand this probably makes Google jittery regarding the supply of these new memory modules, since Google is probably a big consumer of high-memory loaded computers. The availability of Netlist’s 16GB HyperCloud memory module allows it to double capacity without having to install additional servers (for memory-bound tasts, such as virtualization/cloud-computing).
As long as the legal issues do not get resolved, Inphi and memory module makers will be wary of who do partner with to build the memory needed by Google.

Meanwhile Netlist can provide that memory right now. Using it’s 16GB HyperCloud, Google can install 384GB of memory per server (doubling memory, with would otherwise require adding additional servers).

Netlist allows doubling of memory, reduction in power consumption"

It seems to me the NetList tecnology makes Samsung/Google's life much more efficient and profitable in that it significantly increases their storage capacity without having to add physical memory. But I do think it's a stretch to think they can't prosper without NetList. Indeed Samsung and Google may find it's cost effective to keep doing business with Netlist instead of paying for all the new memory.

But then it may not.