NetList Inc (NLST)

[100lbStriper]

FrankFromYahoo
4:29 AM

$NLST We don’t know the motivation for Yoder departing from Samsung, but certainly there are some serious concerns at Samsung and/or Yoder regarding the BOC trial and its consequences. Take it for granted that they know that they have close to zero chance. People should read the joint file (with diverging views on when to hold the trial.) NLST indicated acceptance of only 1 week later (first week of April) and although I am a biased shareholder, the arguments provided by NLST are compelling. As NLST highlights: it is only about a contract written under NY law, a clause (6.2) and few files and witnesses regarding extrinsic evidence. And: Yoder was not alone. And: Scarsi certainly remembers the sudden severe Covid and sudden gone Covid of Yoder. Point is: IF Samsung and Yoder were confident about the BOC and its consequences, they would have zero objections against the trial held on 26 March. Scarsi will make a quick decision - maybe already right at the conference on Monday.