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Post by ecoethcon on Oct 21, 2019 22:40:13 GMT
Talk about instant millionaires or people retiring at 40? Check out all the posts there. Alas I just have a small position. Nevertheless I am thrilled at my modest gain and thrilled for those with big positions. Here is the link for those wanting to read up. stocktwits.com/r/netlist
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Post by JHam on Oct 22, 2019 1:27:34 GMT
Talk about instant millionaires or people retiring at 40? Check out all the posts there. Alas I just have a small position. Nevertheless I am thrilled at my modest gain and thrilled for those with big positions. Here is the link for those wanting to read up. stocktwits.com/r/netlistWhoah. So basically a judge gave them a favorable ruling on an alleged tariff violation, and now it is going to shoot to the moon tomorrow? You said you're happy with your modest gain, but it seems like the news hasn't hit the market yet (probably because it is on the OTC and now AH trading?), but how do you know what your gains are so far? What does this win mean for the company? What do you think it is worth? I hate trying to jump in during a rally, but if this is going to go over $1 and is still at $.45 at the opening bell tomorrow (I know won't be), is it worth trying to throw a couple pennies into it? I've seen enough pump and dumps over the years and after reading the comments over there it kind of smells like that's what could happen.
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Post by ecoethcon on Oct 22, 2019 1:38:31 GMT
Yes I am saying modest because it will be 4 or 5 figures whereas some or talking 7 or 8 figures. One guy saying he has over 1 million shares. 160 M shares out and the settlement amount is in hundreds of millions with royalties for out years...could be worth billions with just one company. Thing is that NLST also won a similar case against Google which is currently under appeal. They have a memorandum of understanding concerning another licensing deal with a Chinese company which will be finalized by the end of the month. This win makes it very likely that they will not only get a big settlement from the violator in the suit but also from these other deals. So lots of good things ahead though none are yet hatched (just the eggs cracking now). Could be easily double digits in 12 months or sooner.
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Post by ecoethcon on Oct 24, 2019 7:44:13 GMT
Notice is given to public of recommendation for exclusion order (prohibiting importation) against SK Hynix
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Post by actcrazy on Dec 16, 2019 16:14:33 GMT
I'm now in with small position at .32 just in case Feb. 21st. ruling goes Netlist's way. They do have some good patents under their belt. I will keep adding under .40 GLTA invested here.
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Post by JHam on Dec 18, 2019 3:06:12 GMT
Yes I am saying modest because it will be 4 or 5 figures whereas some or talking 7 or 8 figures. One guy saying he has over 1 million shares. 160 M shares out and the settlement amount is in hundreds of millions with royalties for out years...could be worth billions with just one company. Thing is that NLST also won a similar case against Google which is currently under appeal. They have a memorandum of understanding concerning another licensing deal with a Chinese company which will be finalized by the end of the month. This win makes it very likely that they will not only get a big settlement from the violator in the suit but also from these other deals. So lots of good things ahead though none are yet hatched (just the eggs cracking now). Could be easily double digits in 12 months or sooner. ecoethcon, It seems like all of these rulings and settlements are going NLST's way. So what is keeping it from jumping up? I am interested in this one, but lack of movement despite the good news makes me hesitant.
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Post by actcrazy on Dec 18, 2019 3:39:15 GMT
Patent lawsuits make skittish investors??? The volume here amazes me 500k per day but, yet tight channel. I'm hoping it's a spring...hehe
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Post by JHam on Dec 18, 2019 3:53:27 GMT
Patent lawsuits make skittish investors??? The volume here amazes me 500k per day but, yet tight channel. I'm hoping it's a spring...hehe LOL! The reason why I am so apprehensive with this one is because of my experience with MGT way back in the day. They claimed that Vegas and Jersey City casinos like MGM were infringing on their patented IP via a bonus round game in a slot machine. The evidence was crystal clear and it was a no brainer that MGT would win. Well they lost and MGT eventually went bankrupt. I guess the key is, as you are doing, to not bet the house on it. Keeping this on my radar.
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Post by ecoethcon on Dec 18, 2019 10:46:19 GMT
Patent lawsuits make skittish investors??? The volume here amazes me 500k per day but, yet tight channel. I'm hoping it's a spring...hehe Yes I would agree and I have two additional comments. 1. The process always takes longer than most investors are willing to endure. In this case I was hoping that people would anticipate Hynix settling or offering a settlement which would be sniffed out by the market. Also the process with this court as opposed to the federal circuit is a bit different and involves a period of public comment. So we wont have resolution even after the final determination when there is a presidential review to wait for. No reason to think it will go against NLST but it will take time and there are likely more bumps in the road. There are also many other catalysts on many fronts. The company also is better capitalized and has been raising money with an ATM during this process to fund their operations and litigation. This is mostly finished so selling pressure from that should dissipate. 2. Here the ruling is a result of a long process and the filing of a daughter patent to firm up the infringement thesis. It has already withstood some obstacles. I lived and worked in Vegas for a while and of course the whole city and state probably is built on the idea that the legal authority is somehow in harmony with what was and probably still is a large criminal conspiracy. More and more the whole country has aspects of that and probably the whole world. Maybe this has always been true in some way. HOWEVER, although by hook or by crook the system will prevent a patent holder like MGT from collecting billions in infringement damages and/pr royalties, small victories can be won. At worst, the system has to make it appear that it is not blatantly corrupt. For example. I more than quadrupled one account on the Immersion vs Sony infringement case (although I gave back most of that later) and though Immersion won they didn't get an injunction against Sony and the case went to the Fed Appeals Circuit but was settled but without significant recurring royalties though IMMR stock did have a nice rally afterwards. Rambus is another case. Here with NLST it appears that they have been allowed some victory. I have some reservations that the victory may be less than hoped for by many but I think in this case there is more reason to be confident since NLST is actually continuing to innovate and has recent design wins with a whole new class of memory that reduces latency substantially. It is OTC right now so that along with the ATM is keeping the price down. Even if it somehow loses all the litigation (there are now 3 or more out there) they could still make it with their organic business based on the same or similar IP. There is a chance that all of that could fall through...in a fair world the odds of all those events not going your way would be minimal. However, we have to keep in mind that we may live in a less than fair world (no matter what we should or would like to believe..risk is there) and hence it is important to "not bet the farm" here.
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Post by actcrazy on Dec 18, 2019 16:05:48 GMT
Ever since ACTC , I don't bet the whole farm. On this one,I sacrificed A Manure Spreader. GLTA dipping toes!
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Post by JHam on Jan 12, 2020 9:30:49 GMT
Patent lawsuits make skittish investors??? The volume here amazes me 500k per day but, yet tight channel. I'm hoping it's a spring...hehe Yes I would agree and I have two additional comments. 1. The process always takes longer than most investors are willing to endure. In this case I was hoping that people would anticipate Hynix settling or offering a settlement which would be sniffed out by the market. Also the process with this court as opposed to the federal circuit is a bit different and involves a period of public comment. So we wont have resolution even after the final determination when there is a presidential review to wait for. No reason to think it will go against NLST but it will take time and there are likely more bumps in the road. There are also many other catalysts on many fronts. The company also is better capitalized and has been raising money with an ATM during this process to fund their operations and litigation. This is mostly finished so selling pressure from that should dissipate. 2. Here the ruling is a result of a long process and the filing of a daughter patent to firm up the infringement thesis. It has already withstood some obstacles. I lived and worked in Vegas for a while and of course the whole city and state probably is built on the idea that the legal authority is somehow in harmony with what was and probably still is a large criminal conspiracy. More and more the whole country has aspects of that and probably the whole world. Maybe this has always been true in some way. HOWEVER, although by hook or by crook the system will prevent a patent holder like MGT from collecting billions in infringement damages and/pr royalties, small victories can be won. At worst, the system has to make it appear that it is not blatantly corrupt. For example. I more than quadrupled one account on the Immersion vs Sony infringement case (although I gave back most of that later) and though Immersion won they didn't get an injunction against Sony and the case went to the Fed Appeals Circuit but was settled but without significant recurring royalties though IMMR stock did have a nice rally afterwards. Rambus is another case. Here with NLST it appears that they have been allowed some victory. I have some reservations that the victory may be less than hoped for by many but I think in this case there is more reason to be confident since NLST is actually continuing to innovate and has recent design wins with a whole new class of memory that reduces latency substantially. It is OTC right now so that along with the ATM is keeping the price down. Even if it somehow loses all the litigation (there are now 3 or more out there) they could still make it with their organic business based on the same or similar IP. There is a chance that all of that could fall through...in a fair world the odds of all those events not going your way would be minimal. However, we have to keep in mind that we may live in a less than fair world (no matter what we should or would like to believe..risk is there) and hence it is important to "not bet the farm" here. Great post ecoethcon! I went back and read this post after reading this article a few minutes ago: www.ipwatchdog.com/2019/11/17/netlist-wins-itc-exclusion-order-will-uspto-support/id=116071/Now I have a much better understanding of what’s going on here. I like that, unlike MGT, they have an actual business that looks to have strong potential, and are not just patent hawks. If things go my way tomorrow with a certain other stock I’ll likely open a small position in this one.
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Post by ecoethcon on Jan 12, 2020 16:48:09 GMT
Yes they have a credible business and even more significantly they can team with Hynix competitors to compete with Hynix on these allegedly infringing products for which Hynix would be normally forced to pay a licensing fee in order to indeed compete.
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Post by JHam on Jan 13, 2020 3:21:24 GMT
Yes they have a credible business and even more significantly they can team with Hynix competitors to compete with Hynix on these allegedly infringing products for which Hynix would be normally forced to pay a licensing fee in order to indeed compete. Yeah, that is their leverage. Or maybe even better would be for Hynix to continue importing, but actually start paying.
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Post by JHam on Mar 24, 2020 13:40:25 GMT
I am seriously considering opening a position in this today before the April 7th final determination. What do you all think about this though? It gives some reason for concern: From the comments in this article, which have been proven to be true. www.ipwatchdog.com/2019/11/17/netlist-wins-itc-exclusion-order-will-uspto-support/id=116071/A.Scala November 21, 2019 8:58 pm Mr. Quinn, what’s your opinion on congressman Ted Bunn attending a SK Hynix party in Washington, then writing the following letter to ITC…maybe it is the ground for another article… SPOTTED: At a party hosted by the SK Group at its Washington office on Thursday evening, according to a PI tipster: Reps. Doug Collins (R-Ga.), Joe Wilson (R-S.C.), Ted Budd (R-N.C.) and Frank Lucas (R-Okla.); former House Speaker John Boehner and former Sen. John Breaux (D-La.) of Squire Patton Boggs, which represents SK Hynix, an SK Group subsidiary; Karen Dunn Kelley, the Commerce Department’s deputy secretary; and Chey Tae-won of SK Group.s3.amazonaws.com/rooms-prod-uploads/kqxhXiF9o4.0.jpg
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Post by JHam on Mar 24, 2020 13:49:14 GMT
Aggravating to know that US Congressmen are being lobbied by the defendants. But as this article makes clear, Netlist would love to have Sk Hynix continuing to import into the US. They just want to get paid. So is the solution to Congressmen Bunn's letter to simply lift the exclusion order, fine Sk Hynix, and force them to pay royalties going forward?
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Post by actcrazy on Mar 24, 2020 14:37:48 GMT
Sucks, big money after congress. I've slowly been accumulating for a few months with what little spare change I could dig up. Lately avg. down. They have a lot of other irons in place which could catch fire soon. Google and AMD come to mind plus others. GLTA Here.
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Post by ecoethcon on Mar 25, 2020 3:08:54 GMT
I saw that too and it was cause for concern. I think the ITC knows that politicians can act on behalf of either party in a dispute and it is not the first time this has happened . What would be of greater concern would be if more pressure was put behind the scenes. Since the latter could be happening and could come from many different quarters I just include that in the general risk which is real no matter how good things look ...we saw that with XSPA.
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Post by JHam on Apr 7, 2020 13:49:31 GMT
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Post by JHam on Apr 7, 2020 21:08:36 GMT
NLST just got their @$$ handed to them. Judge said NLST failed to show infringement and terminated the case. I thought I learned my lesson before with MGT. Never again will I play around with these kind of binary event patent infringement stocks. I didn’t have much in this one, but was still a waste of time and money.
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Post by selluwud on Apr 7, 2020 21:19:15 GMT
NLST just got their @$$ handed to them. Judge said NLST failed to show infringement and terminated the case. I thought I learned my lesson before with MGT. Never again will I play around with these kind of binary event patent infringement stocks. I didn’t have much in this one, but was still a waste of time and money. Ouch, hard lesson.
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