Is it just a matter of capacity Cole? Or is it also speed coupled with capacity with which tasks are done. It is just that simple. GOGG will lose a step or two or even three..... Other seach engines will become more competitive.
Samsung's products will simply be inferior to the competition without NetList's IP.
One can increase capacity and become slow and fat trying to keep up with companies that are lean and much faster at tasking more capacity even with an increase in older capacity.
And how would this be more cost effective if GOOG has to increase it's server base with inferior memory modules that are much slower, much less capacity?
NetList's IP technology was the reason GOOG stole it for 10 plus years.
It was more efficient even over a decade ago. In fact GOOG even tried to dismiss NLST's seminal patent(s). Courts said nice try but sorry, NetList's patents stand.
Then GOOG and others colluded to bring NetList down. They failed to do so.
Samsung also did this. NetList is still here, and with partner SK Hynix the #2 chip maker, in a very strong position.
So if this is such a simple fix for Samsung and Google, why do they fight so hard to maintain NetList's IP? It's the IP gift that kept giving them profit which they stole........ now about to be taken away from Samsung which is catastrophic to their product line.
Google will have to make much less money over time due to less efficient and less cost effective build out. Cheaper to pay the royalties and licensing to NetList then to build twice the server base with inferior technology. Kind of dumb..... but whatever.
The big show is about ready to start and we will see who gets the better of who.
If you don't feel NetList has the goods ......... maybe it isn't an investment for you.
The folks on this board know better. NetList will more then likely be the gatekeeper.
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