NetList Inc (NLST)

[100lbStriper]

robcobb
8:05 AM

$NLST Here’s my take on the upcoming mediation ordered by Judge Gilstrap. I think by ordering it he is basically telling Micron you are guilty.With saying that I think that Judge Gilstrap thinks both parties are in weaker positions than the first mediation.Micron is weaker because the trial is soon to be here and everyone knows they’re guilty. Nlst is weaker after losing rulings in ptab especially the recent 912 ruling because of the timeframe to get the ptab rulings overturned!If we think back to the Samsung trial Jason was asking for 1.8 to 2.3 billion originally and Judge Gilstrap ruled Nlst could only argue for 404mil.We have know idea how much Nlst was asking in the first mediation,probably astronomical numbers like before. I think Judge Gilstrap thinks Nlst is in a weaker position and might take a more reasonable offer. I don’t think Chuck will take a lowball settlement no matter the consequences!I am hoping for a decent settlement,but think I will traveling to Marshall soon!