Lightwave Logic Inc (LWLG)

[jssdmm]

No definitive answer from me (great question for the meeting, I wish i could join), but in looking at page 35 of Lebby's presentation, a polymer-based modular from LWLG is described as having cost and manufacturing benefits. It appears to be devoid of silicon.

But the next page speaks of "the ability to integrate modulator onto silicon photonics or InP platform for Mux/Demux and spot-size converters."

As far as the business strategy goes, it appears LWLG must prove their polymer photonics effort even though the integrated modulators with silicon may be an initial product to market (for the industry). There is no way the industry will shift from one to the other in a day or a year, yet a blueprint must be established for the transition to begin. From Lebby's perspective, the only solution to the known barriers is with polymer photonics, whereas Silicon Photonics perhaps offers more near-term solutions (that doesn't mean it will be adopted though.)

The complexity of the endeavor is crazy. That's why i'm glad we have so much experience on board, including Leonberger, Eaton, Glasgow, Pickett, Miller, El-Ahmadi, Lauro, Lebby--Zelibor and Marcelli, too. That is an all-star lineup who have been dedicated to solving this problem for years now. And one of my favorite features of them and this company is their discretion. Way undervalued in business.