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Wednesday, 08/23/2023 10:53:19 AM

Wednesday, August 23, 2023 10:53:19 AM

Post# of 24863
TOMKiLA
8:27 AM

$NLST The netlist growth margin is really high following these data but it will take huge amounts of liquidity + years of R&D to be able to even try to steal market shares from samsung, micron and sk hynix.
Micron spends $1b on staff and as much as $3b on R&D with over 40k employees!!!

Imagine netlist with 500m cash 😮

Imagine when netlist closes the samsung, micron and google cases how much cash and what number of IP licenses could it find in its hands?

It is extremely expensive to become a manufacturing company but if netlist wins these cases, the market could value this company enough to allow nlst to move cash and finance a project. It's pure speculation but netlist can't survive only on IP licenses and patent cases.
Today they are also moving with products such as cxl hybrdimm, hybrid x, nvdimm etc but they are only a way of diversifying revenue with all the risks involved.

The samsung case is bringing netlist to a radical change, live the progress and expect big changes!!
https://sih-st-charts.stocktwits-cdn.com/fit-in/500x0/filters:quality(75)/production/original_541819527.png
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