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ColeThornton

10/29/21 3:56 PM

#9250 RE: bcblbrbm #9244

That's what I've been wondering too and thus my questions regarding why the NetList products are so special. It would be bitter sweet for NetList to win the battle and lose the war when their biggest customers go elsewhere. Obviously this is still better than Google and Samsung stealing their product and not getting compensated either way, I'm just curious how this plays out long term.

Nice move up today!
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Mac2014

10/29/21 7:14 PM

#9259 RE: bcblbrbm #9244

Samsung can't get the seminal products anywhere else. Nowhere. If they could they would have just gone back and forth on the price with NetList like you can do when you have two or more suppliers for the same product.
Instead they stole it. Same with Google, SKHynix, Macron and all the others. If there were another supplier out there nobody would have been using stolen IP. And when HybriDIMM hits the market they'll have to license that too because there is nothing comparable. Their server components won't be competitive without it.

Microprocessors are not easy to design, especially if you have to reinvent the wheel, and not build on what is already out there, in order to avoid patent infringement. It's FAR easier to just pay a license fee and not have to go through the years of development and testing.