NetList Inc (NLST)

[100lbStriper]

TOMKiLA
4:28 AM

$NLST the data that has emerged is very interesting, in my opinion excellent on the one hand and below expectations on the other.

• $513.5 million in damages for 3 years of rdimm and lrdimm 912
• $8.7 gives rdimm unit (here I'm perplexed because with hbm and ddr5 in the sansung case, netlist obtained double this data)
• $55 per lrdimm unit, in line with the latest Samsung case so excellent

• $33 million in damages p.417
• $34 per unit lrdimm p.417, I thought better here too

therefore the total units damaged are: 33 million/34$ pee unit 417= 1 million units

▪️ I would say 10% lrdimm 912 on total $513m = $51.3m/55$ units = 800k units

◾️ $440m rdimm 912/8.7$ units= 50 million rdimm units!

in short, the micron case seems to be really big and it anticipates the samsun chr data we will see in the future. the $8.7 per unit makes a huge difference, a real shame because if they had been in line with the Samsung case, today we could have read about $850 million in damages!
https://stocktwits.com/TOMKiLA/message/573828694