Aug. 19 at 10:25 AM
$NLST Strategic view of Micron regarding its competitors Samsung and SKH:
- MU clients Lenovo, HPE, Supermicro face ITC case (while SKH and S clients are covered).
- SKH pays nothing for NLST patents (as long as MU does not settle) while Micron is accumulating liability and Samsung got a discount for massive supply (and for being first)
- Little, if any chance to succeed at ITC (523, 366, 731, 407) WDTX (608, 035, 314) and Delaware (087, 731).
- High uncertainty re pending CAFC decisions (060, 160, 054, 918, 339; 912)
- Netlist could do the same as they did vs Samsung: increase the pressure and file a 2 nd ITC case (HBM patent 537; 937) against MU - and other/additional MU clients.
@MU we are waiting