Netlist, Inc. (NLST)

too high too fast, no quality!

everydayinvestor

Just look and wait...

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

Pumped up stock on news of existing product

Netlist Ramps Up For HyperCloud
Posted by Edward J. Correia on November 23, 2009
Beginning early 2010, Netlist will offer a new RDIMM technology that will double the per-CPU memory capacity to 384GB while costing far less than double the spot price of RAM. Netlist was demonstrating the new 16GB DDR3 RDIMM parts at the Supercomputing 09 conference last week in Oregon. Samples are due next month, and it ships in production quantities in the first quarter of 2010.

Dubbed HyperCloud, the new RDIMMs employ proprietary logic that appears to the CPU as the maximum two physical ranks of memory but actually contains four. This "virtual ranking" allows dual socket servers to be populated with as many as 24 of the company's 16GB RDIMMs, for a total capacity of 384GB. According to Paul Duran, director of business development for Netlist, "Those four ranks now look like two ranks to the memory controller. So we can populate four physical ranks or eight virtual ranks per channel." HyperCloud Memory will be available in 4GB, 8GB and 16GB models.

In addition to capacity gains, Duran said that vRank also pays a performance dividend. "The CPU is tricked into thinking it has a single load, therefore it will run at 1,333 [million transfers per second] when you have four DIMMs populated per channel." In today's systems, the CPU supports 1333 MT/s only when populated with one DIMM per channel, he said. With two, it decreases to 1067 MT/s and with three it drops to 800. For systems that are maxed out "that means poor application performance in memory-intensive applications."

Netlist claims that HyperCloud RDIMMs require no bios changes and are interoperable with standard JEDEC RDIMMs, even when they are installed on the same channel. "They are essentially plug-and-play with the JEDEC standard with no issues," Duran said. The trickery is accomplished with two ASICs plus a register device with rank multiplication logic inside. Isolation circuits between each DRAM and the bus connector provide the load reduction.

What's to stop people from viewing HyperCloud as some substandard flash-in-the-pan? "Sure there's skepticism out there, but the skepticism goes away when [people] see that you can plug our DIMM in any standard server and it will work. There's nothing special required. It's all within the chip and plugs into any standard server off the shelf." As for the price, "we have to buy the same DRAM as everybody else, but we believe we can charge a 20 percent premium for this technology." Exact prices were not disclosed.

Hyper Clouds...haha.

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.

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

Most of this run-up is just a massive short-squeeze.

Betting on gravity.

I don't know anything about this stock, but I do know that a 28% rise in one day means that either they are truly great and the next TCK or this is the pop before the drop.

tenmiles

did i find the top of this crappy as* stock!!!

Cmon this is just going wayyy to high.

to 5 you go!!!

It MUST give back part of today's gain in the next few days/weeks. But certainly Cloud Computing is a nice area to invest in this next few years! Short-term red thumb...

Short the pop!

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

Frickin Sharebuilder doesn't carry this stock. Ugh!

What the stupid???? They've gone from HyperCloud to warp speed in a matter of days despite their cash pile dwindling and a 77% drop in revenues. What's that? Another quarterly loss? No problem, we have promises for the future! Just remember that past results are absolutely a guarantee of future failure! Is it worth $0? Well, probably not, but let's see what they can do first before sending it to the moon!

UltraLong