Photonics - General Science

[prototype_101]

NOTE >> what follows are several posts regarding LWLG vs POETF

#1 >>>

I am very familiar with Lightwave Logic's technology. Rather, I should say, I am up to date on what they have published about their approach. There are amazing similarities to POET and stark differences as well.

The most important difference between them is their advantages with respect to the cost of the transceiver (including the cost to manufacture it and the cost to use it). POET's advantage is the light source can be included on the same chip as the modulator and detector. Lightwave's advantage is it can be applied to CMOS silicon wafers. Many here will already know this debate that rages on in comparing these advantages but fewer probably recognize the similarities.

The most important similarities is the progression stage of these two companies in their Lab to Fab transitions. Both have been at this for over ten years, both have been implying that they have positive results but not saying what the results are, both have hired big names in the industry, both have promised prototype transceivers in the next few months, both are presenting at the PIC conference in March.

While it is tempting to think one of them will steal the show and the other will fizzle out as a result, the truth is probably much less exciting. IMO both technologies will be advanced to proof of concept stage and if they don't dominate this first vertical of optical interconnects for the data center, they will be better positioned to transition to the next vertical. This is really just getting started and there are many opportunities beyond the data center. Making them on commercial scale may be the next logical step but not the final one.

As others have pointed out, there are many other materials in the news lately that have potential as well. Infinera is probably the leader with their InP transceivers, many others are using various forms of lithium niobate, ITO and GaN, as well as graphene, carbon nanotubes and germanium. What distinguishes POET and Lightwave Logic is their apparent move towards the fab with a technology that could potentially save cost in the data center.

Rick

http://agoracom.com/ir/POETTechnologies/forums/discussion/topics/659690-nasa-to-build-first-integrated-photonics-modem/messages/2071609#message

#2 >>>

IMO if Lightwave Logic has some money to spend, Michael Lebby’s friends at BB Photonics may help to develop a low loss, low cost micro multiplexer and de-multiplexer and a DIELECTRIC WAVEGUIDE tech for their “Next Generation Photonic Devices and Non-Linear Optical Polymer Materials Systems”. (Michael Lebby is Independent Board Member at Lightwave Logic Inc.)

BB’s Patent application: COMPOUND SEMICONDUCTOR PHOTONIC INTEGRATED CIRCUIT WITH DIELECTRIC WAVEGUIDE:

A “substrate” as used herein and throughout this disclosure refers to, but is not limited to, a surface upon which semiconductor structures, such as a PIC and embodiments of the invention may be grown. This may include, but not be limited to, InP, GaAs, silicon, silica-on-silicon, silica, silica-on-polymer, glass, a metal, a ceramic, a polymer, or a combination thereof.
http://patents.justia.com/patent/20170023733


Cheers

http://agoracom.com/ir/POETTechnologies/forums/discussion/topics/689337-how-to-write-a-news-release/messages/2148220#message

#3 >>>

I suspect Shelton has the ability to write a piece like the one with link below if given the information by POET.

LightWave Logic is a developmental company that is not yet providing any timeline for commercialization. No revs in a relatively narrow vertical for now.

Primary applications in data/comms, organic polymer waveguide modulators. Their market cap surpassed ours today, with a fraction of the market potential, and likely further away from commercialization.

Their NR is direct, instructive and provides a clear explanation of where they plan to evolve. They engage investors. I thought POET was beginning to do the same with the PIC and the year end results and update, but it is not being maintained as hoped.

Does LightWave have a greater potential for success than POET? By valuation, yes. Do I believe that? No, but as of today the market does.

I suspect there are lots of things happening behind the scenes for POET, but if nothing new comes to the forefront before the AGM, Suresh will have 78.5% loss of shareholder value, 46% realized dilution, zero POET products and NRE, a disastrous PO and a yet to be accretive set of acquisitions as his 2 year legacy.

These are facts in evidence, and could very well change in the next few months, I hope and anticipate that they will to some degree.

Until then, they should have sufficiently protected IP to be able to produce news releases such as this to continue to educate the investment and technical communities on the merits of investing in POET. In this regard, kudos to LightWave and their IR for eating our lunch.

lumenge

http://agoracom.com/ir/POETTechnologies/forums/discussion/topics/689337-how-to-write-a-news-release/messages/2148173#message

Rick,

Could you please comment on these posts grabbed from agoracom board, do you agree with lumenge that POETF is way closer to commercial transceiver (AOC), seems to me Dr Lebby alludes to us using existing lasers, detectors, etc, and so would seem once the modulator is commercial the transceiver will not be far behind, tia