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Re: 100lbStriper post# 22107

Wednesday, 03/20/2024 8:04:05 PM

Wednesday, March 20, 2024 8:04:05 PM

Post# of 25327
Stokd
6:07 PM

$NLST Adding to your point... another aspect with regard to delay is HBM3e. When 203 case started, and even as motions/briefings concluded, Micron claimed to not have started production of HBM3e and argued that fact in order to push for a stay and other dispositive motions/efforts.

Just recently, after the limited stay was imposed right before trial, Micron announced they started production of HBM3e. This IMO is a big development—one Micron couldn't avoid if they want to succeed as a company—putting less concern on the implications to the case/trial stemming from the accused products now being produced.

Delays, as frustrating and negative as they seem at the time, are something that cannot be quantified/analyzed until litigation has concluded... whether the twists and turns are advantageous in the ultimate big picture or not remains to be seen.
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