Netlist, Inc. (NASDAQ:NLST)

CAPS Rating: 1 out of 5

The Company designs, manufactures and sells memory subsystems to OEMs, in the server, computing and communications markets.

Results 1 - 20 of 23 : 1 2 Next »

Recs

0
Member Avatar modestus1 (< 20) Submitted: 2/22/2014 6:17:39 PM : Outperform Start Price: $2.05 NLST Score: -78.48

Patents

Recs

1
Member Avatar PeterLeyssens (< 20) Submitted: 10/18/2011 4:00:11 PM : Outperform Start Price: $1.35 NLST Score: -119.07

bet for stock option

Recs

0
Member Avatar Winnerfrommidlan (48.61) Submitted: 9/23/2011 5:26:08 PM : Outperform Start Price: $1.45 NLST Score: -132.90

Great new patented products not reflected in price.

Recs

0
Member Avatar rocknpopstocks (< 20) Submitted: 1/21/2011 2:54:55 PM : Outperform Start Price: $2.36 NLST Score: -132.09

Could see nice upside.

Recs

0
Member Avatar 21popsontop (< 20) Submitted: 11/29/2010 12:26:19 PM : Outperform Start Price: $2.48 NLST Score: -147.60

Interesting tech shot

Recs

0
Member Avatar winguy22 (< 20) Submitted: 11/17/2010 11:17:18 AM : Outperform Start Price: $2.30 NLST Score: -145.11

With the patents they hold and they have been successfully upheld in court they are an excellent takeover target by a large company in the cloud business or playing catch up in it.

Recs

0
Member Avatar caps1129 (< 20) Submitted: 7/23/2010 3:07:59 PM : Outperform Start Price: $2.90 NLST Score: -164.41

Leading products for highend servers which are required to run data heavy internet businesses. Netvault and Hypercloud are only the beginning but by themselves could make this a $10 stock by 1/1/11.

Recs

0
Member Avatar aldebaranccs (< 20) Submitted: 6/11/2010 3:49:56 PM : Outperform Start Price: $2.41 NLST Score: -160.67

bull

Recs

0
Member Avatar doubledown71121 (< 20) Submitted: 6/11/2010 1:26:26 AM : Outperform Start Price: $1.89 NLST Score: -155.09

Highly undervalued stock. This stock will popup soon

Recs

0
Member Avatar lola99999 (< 20) Submitted: 12/16/2009 9:43:22 PM : Outperform Start Price: $5.92 NLST Score: -176.27

NLST

Recs

0
Member Avatar withoutlimits (83.15) Submitted: 12/10/2009 3:11:36 PM : Underperform Start Price: $5.84 NLST Score: +176.03

It reminders me of the .com bubble!

Recs

2
Member Avatar Royale0 (< 20) Submitted: 11/25/2009 1:46:22 PM : Outperform Start Price: $6.35 NLST Score: -176.16

Just look and wait...

Recs

0
Member Avatar Royale33 (< 20) Submitted: 11/24/2009 6:35:48 PM : Outperform Start Price: $6.75 NLST Score: -176.98

Just look at the charts....already make 30 grand off of this....

Recs

5
Member Avatar DarthMaul09 (29.75) Submitted: 11/22/2009 12:13:14 PM : Underperform Start Price: $7.28 NLST Score: +178.51

From Google Finance:
Netlist, Inc., designs, manufactures and sells memory subsystems primarily for the server, high-performance computing and communications markets. The Company’s memory subsystems consist of dynamic random access memory integrated circuits (DRAM ICs), NAND flash memory (NAND) and other components assembled on a printed circuit board (PCB). The Company also design custom semiconductor logic devices which are integrated into its memory subsystems. Net sales to the two customers: Dell and Hewlett Packard, represented approximately 90% of the Company’s net sales during the fiscal year ended January 3, 2009 (fiscal 2008). Net sales to some of its original equipment manufacturer (OEM) customers include memory modules that are qualified by Netlist, Inc. directly with the OEM customer and sold to electronic manufacturing services providers (EMSs), for incorporation into products manufactured exclusively for the OEM customer.

From Baron's

* November 20, 2009, 3:49 PM ET

The Curious Case Of Netlist Inc. (Updated)

By Eric Savitz

Something very peculiar is going on with a small-cap storage products company called Netlist Inc. (NLST).

A 100-person memory products company based in Irvine, California, Netlist had been bumping along in low-price, low-trading-volume obscurity until late October. Consider this progression, which is illustrated in the 1-month chart at left.

* On October 28, the stock closed at 58 cents, trading a whopping 20,900 shares, or total turnover of $12,122, barely enough capital to buy a decent used car.
* Volume started picking up a few days later, and so did the price. November 2, the stock traded 228,600 shares, and moved up to 71 cents. The next day, 128,700 shares, and 75 cents. Volume slowed the next few days, but by November 6 the stock had hit 83 cents.
* Over the subsequent three days, volume ratcheted up, hitting 626,900 shares on November 11, as the stock jumped 51% to $1.34.
* And then the stock kind of went nuts, with volume soaring into the millions of shares.
* Today, the stock is up $1.94, or 34.2%, to $7.61. Volume today is getting close to 28 million shares. The company has a little under 20 million shares outstanding
* Ergo, in 17 trading days, the stock has increased more than 1,200%. Over the six trading days through today, volume is more than 100 million shares, or more than 5x total shares outstanding.

On Monday, the company announced that at the Supercomputing ‘09 trade show, it demonstrated - severe jargon ahead! - “the world’s first 16 GB 2 virtual rank double-data-rate three, registered dual in-line memory module,” which it calls HyperCloud. The company asserted that the company’s technology on industry standard servers “increases server memory capacity and bandwidth to enhance application performance in converged infrastructures.”

That’s all very impressive sounding, but is it really so astonishing that the company’s true value is now 10x or more higher than it was a month ago?

From me: This company is really small and located in Irvine, CA. Even if they make any profits, they will be taxed to death by the state, which is looking for any revenue it can find. Since its two biggest buyers of its products are HP and Dell, can this company really grow this fast to justify the recent price increase. After hours the price fell 3%, likely more on Monday.

Recs

0
Member Avatar doctks (< 20) Submitted: 11/22/2009 2:52:06 AM : Outperform Start Price: $7.28 NLST Score: -178.51

hypercloud computing will make a tremendous surge as the global economic crisis begins to wane.

Recs

0
Member Avatar stoddardwe (< 20) Submitted: 11/20/2009 9:54:49 AM : Underperform Start Price: $6.49 NLST Score: +179.59

Without even hitting the market yet with there 16 GB and a paltry 68M$ gross this stock will be short lived.

Recs

0
Member Avatar TrafficDesign (23.79) Submitted: 11/16/2009 4:17:24 PM : Outperform Start Price: $6.29 NLST Score: -176.16

This technology is a major advance in the right direction for server performance...which is one of the main issues plaguing IT reliability with memory driven applications. I see the entertainmnet industry being the first to use this new technology. Right now, rendering can take days on standard server setups. HyperCloud can reduce the time and energy used by computing systems for these types of processes. This is not an over "hyped" product by any means. It really is worth the attention it's getting.

Recs

2
Member Avatar KennyG102 (82.42) Submitted: 4/7/2007 11:51:42 PM : Outperform Start Price: $7.00 NLST Score: -142.20

This stock appears to be a sleeper. Netlist has ROE of about 19%, steadily increasing earnings and low debt. It appears undervalued based on future earnings estimates.

Recs

3
Member Avatar NetscribeSemiCdr (59.36) Submitted: 3/23/2007 8:45:57 AM : Outperform Start Price: $7.31 NLST Score: -144.09

Netlist designs and manufactures high performance memory subsystems that are sold to original equipment manufacturers (OEMs) in the server, high performance computing and communications markets. Its products are targeted at the applications within these markets in which memory plays a key role in enabling overall system performance requirements. Its memory subsystems are incorporated into multiple platforms at IBM, Dell, Gateway and Hewlett-Packard and other OEMs to specifically address the high-performance needs of these customer’s systems.

The company reported a 90% increase in the total revenues for the fiscal year 2006 as compared to 2005. Adding to this the company has a strong pipeline of design wins like the IP-series at IBM and Planer-X ramp at H-P and also has a unique design for Dell’s RAID servers which are expected to bring in incremental revenues and substantial growth in 2H07. Moreover NLST is already at the final stage for qualification into P-series and I-series, and is working on Z-series that could provide upside from IBM’s revenue in 2008 as these higher-end IPZ-series servers have less competition than the X-series and are expected to have more stable performance.

Netlist is diversifying into new markets such as communications and industrials like sampling high-density SO-DIMM for new designs at Apple Inc. for its iMac and at Alienware. The company is also working with leading networking OEMs with its industrial flash products such as Cisco Systems and is adding several new customers. The company’s diversification strategy into this high margin segment is likely to result in meaningful revenue by the end of 2007.

Netlist is also starting a new facility in China which will start production in May, and is expected to build good margin to expand business for Asian customers including Lenovo, and ODMs for Dell /H-P. Apart from this the company’s established relationships with several key customers will help it to expand its footprint into multiple product lines within each customer. Looking at all this factors the company looks to be in better position to reap the benefits of growing market which is expected to be reflected in its stock price.

Recs

0
Member Avatar UncannyHoosier (31.05) Submitted: 1/22/2007 12:44:46 PM : Outperform Start Price: $10.48 NLST Score: -148.97

Numbers look decent...may have a nice surge as people learn about this company.

Results 1 - 20 of 23 : 1 2 Next »

Featured Broker Partners


Advertisement