Replies to post #9275 on NetList Inc (NLST)

[Mac2014]

HybriDIMM will help the speed issue. Google can't get that without buying it and they'll have to or lose market share.

http://s2.q4cdn.com/000096926/files/doc_downloads/BigData-v5.pdf

[Jimmy Joe]

Is it just a matter of capacity Cole? Or is it also speed coupled with capacity with which tasks are done. It is just that simple. GOGG will lose a step or two or even three..... Other seach engines will become more competitive.
Samsung's products will simply be inferior to the competition without NetList's IP.

One can increase capacity and become slow and fat trying to keep up with companies that are lean and much faster at tasking more capacity even with an increase in older capacity.

And how would this be more cost effective if GOOG has to increase it's server base with inferior memory modules that are much slower, much less capacity?

NetList's IP technology was the reason GOOG stole it for 10 plus years.
It was more efficient even over a decade ago. In fact GOOG even tried to dismiss NLST's seminal patent(s). Courts said nice try but sorry, NetList's patents stand.

Then GOOG and others colluded to bring NetList down. They failed to do so.
Samsung also did this. NetList is still here, and with partner SK Hynix the #2 chip maker, in a very strong position.

So if this is such a simple fix for Samsung and Google, why do they fight so hard to maintain NetList's IP? It's the IP gift that kept giving them profit which they stole........ now about to be taken away from Samsung which is catastrophic to their product line.

Google will have to make much less money over time due to less efficient and less cost effective build out. Cheaper to pay the royalties and licensing to NetList then to build twice the server base with inferior technology. Kind of dumb..... but whatever.

The big show is about ready to start and we will see who gets the better of who.

If you don't feel NetList has the goods ......... maybe it isn't an investment for you.
The folks on this board know better. NetList will more then likely be the gatekeeper.

$NLST

[umiak]

Again YMB:
Chuck Hong on August CC: "Two additional patents with strategic value were recently granted to Netlist. First, U.S. patent 918 recently issued and relates to power management features found on DDR5 memory modules. As the speed and power on memory modules increased significantly at DDR5, all standard memory modules for the first time, including those used in personal computers as well as servers will require power management features embedded in the module itself. This design concept to localized power management was invented and first deployed by Netlist over a decade ago in some of our early custom designs for high-performance memory modules."

Rambus: "A major change for DDR5 is power architecture. With DDR5 DIMMs, power management moves from the motherboard to the DIMM itself. DDR5 DIMMs will have a 12-V power management IC (PMIC) on DIMM allowing for better granularity of system power loading. The PMIC distributes the 1.1 V VDD supply, helping with signal integrity and noise with better on-DIMM control of the power supply."

IDT: "Power management integrated circuits (PMICs) developed for DDR5-based dual in-line memory modules (DIMMs) addresses a broad range of computing platforms and enables next-generation platforms to take full advantage of DDR5 memory to realize greater performance, density and reliability while reducing overall system power. Distributed power management functions across each memory module – as opposed to centralizing them on the motherboard – brings inherent benefits to system thermal profiles, as well as reliability and scalability.

The rise of storage class memory (SCM) with unique voltage, current and power sequencing requirements is also a key trend requiring distributed power architectures.

New ultra-low current power states such as "quiescent" and "idle" modes can provide significant battery life extension compared to earlier motherboard power solutions. PMICs also include some of the most valuable reliability and serviceability (RAS) features from the server world such as fault protection, error injection, error logging and advanced telemetry into a wide range of platforms including notebook, desktop and embedded computing. "

So, our patents now go from "server only" to "all forms of computing." I like the sound of that.