NetList Inc (NLST)

[mikeg2]

I read your post 3x to make sure I grasp what you’re thinking, very logical approach that weeds through all the negative clutter currently surrounding Netlist .

I agree with most , but concerned that Micron will get encouraged by Samsung’s successes in getting more and more costly delays instituted from both the courts and PTAB . Clearly Micron is different , having no license ever , but if they decide to play the long game ala Samsung , we’re looking at another dilutive event , and we saw what happened last time ( 5% dilution equated to a 30-40% drop)

I’d be good with almost any deal now to put a floor under / preventing another 40-50% drop . Struggling psychologically with 65% drop since September but all my DD points to likely the same outcomes with Micron that you posited.

I really appreciate your clear thinking and logical approach . Thanks for that