NetList Inc (NLST)

[Jetmek_03052]

These prices are the result of doubt. Doubt is being introduced in the form of news regarding the PTAB rulings. If I believed that the PTAB rulings were just and accurate, then I would be selling and writing this investment off as a loss. I'm not. But (like everyone else), I'm anxious.

The PTAB rulings and eventual outcomes of the majority of them are clear. The CAFC invalidates and reverses a majority of them. It is obvious (to me at least) that the PTAB is ill-formed. The majority of the "judges" that sit in on PTAB hearings are not qualified to do so. Most do not have the background and training to accurately assess the validity of the patents they are reviewing. THAT is why the CAFC reverses so many of them.

Unfortunately, my opinion is that NLST may see even lower prices, before the CAFC reviews the PTAB decisions in the NLST patents. Let's not forget that Gilstrap is waiting for the BOC trial to finalize, before he gives final ruling on the #0463 bench trial and the royalties judgement. Once he does, I think that Samsung will once again appeal. The stock price may suffer again, once that is announced. If it does? I will buy more. Yes, at some point I will consider the risk is enough for me, and I will cease to add shares. I'm not there yet.

Good luck to all of us.