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Dead On Arrival

09/26/17 11:12 AM

#30053 RE: jeunke22 #30052

Thanks for the update. Why did the bankers want to talk to you?

SteveSchiets

09/26/17 11:15 AM

#30054 RE: jeunke22 #30052

Hi jeunke, great feedback. Very good summary. Thank you very much

Markus3224

09/26/17 11:16 AM

#30055 RE: jeunke22 #30052

Nice report. Thank you!

prototype_101

09/26/17 11:19 AM

#30056 RE: jeunke22 #30052

Jeunke, thanks for the update, this confirms what I have been saying, the time for questioning the "goo" is well behind us now, the time for demonstration of the truly disruptive devices to power 100Gbs and then 400Gbs (and beyond) is now at hand !!

#COVERYOURSHORTS
#LEBBYROCKSPIC

236T568

09/26/17 11:20 AM

#30057 RE: jeunke22 #30052

ha!

there you have it

in the demonstration stage now for over 10 years and counting, with no 3rd party testing or verification



Whereas other presentators got questions, Lebby got only one from the conference chair. Asked when if LWLG was already in the commercialization phase, he said quote" Let's say we are in the demonstration phase".

walterc

09/26/17 11:24 AM

#30058 RE: jeunke22 #30052

Thanks for the update my good friend.

Walter

tkg

09/26/17 11:44 AM

#30067 RE: jeunke22 #30052

Thank you for summary, I like what I'm hearing.

Richard_LaRiv

09/26/17 1:55 PM

#30098 RE: jeunke22 #30052

Thanks for sharing this update.

walterc

09/26/17 2:49 PM

#30108 RE: jeunke22 #30052

Can somebody put this post up as a sticky

prototype_101

09/26/17 2:55 PM

#30110 RE: jeunke22 #30052

I was present in Eindhoven today and listened to the presentation of Michael Lebby. Business, banking and academia audience. Lebby presentation was scheduled for later in the day, but Lebby needed to fly out earlier. Lebby presentation was of different and much higher order than the presentations before. Presentators before Lebby basically were from design, packaging and chip production areas. Largerly discrete and electrical,indium phosphide and silicon looking for direction and business cooperation in photonics.
Lebby main message: Polymer Photonics can be used with InP and Silicon, but in itself will outperform InP and silicon on all data center pain points: speed, costs, energy consumption. There is big gap in timing and technology requirements between Google and Facebook and the photonics technology community.. Latter is caught up in their current paradigm of Inp and Silicon: too slow, too expensive, too much energy consumption. Lebby used slides from Google and Facebook. Both companies are prepared to change technology if this offers the opportunity to address their current needs 400 Gig and eventually 800 Gig and 10pV/bit and $1/gig. Lebby elaborated on application areas for PIC's and P2IC's. Showed a slide of VCSEL for 3 D sensing and PIC possibility in mobile phone market. A gigantic market opportunity for PIC's. ( Polymer Pics?).
Lebby presentation stupified audience. This went against common beliefs.Whereas other presentators got questions, Lebby got only one from the conference chair. Asked when if LWLG was already in the commercialization phase, he said quote" Let's say we are in the demonstration phase". After documenting LWLG's polymer modulator 28 Gbps, 50 Gpbs and telling the audience LWLG was working on 100 Gbps ( 8x 50 = 400 and 8x 100= 800 Gbps) personally I do not think he meant that LWLG is demonstrating to itself. I think he meant exactly what he said: we are showing it to others. After the meeting investment bankers wanted to talk to Lebby and me.


Worth a thousand more reads! Many Thanks Jeunke!

F2

09/26/17 2:56 PM

#30111 RE: jeunke22 #30052

Jeunke,

Are these the kind of folk that make investment in LWLG or folks that become partners. My guess from what I have read is the former. You said they were 'stupified' by Dr. Lebby's presentation. What was most surprising in the conversations you heard afterward? Will it take a lot more to make believers out of those in the audience today.

Thanks in advance,

F2

prototype_101

06/22/18 10:10 AM

#38605 RE: jeunke22 #30052

Polymer Photonics can be used with InP and Silicon, but in itself will outperform InP and silicon on all data center pain points: speed, costs, energy consumption. There is big gap in timing and technology requirements between Google and Facebook and the photonics technology community.. Latter is caught up in their current paradigm of Inp and Silicon: too slow, too expensive, too much energy consumption. Lebby used slides from Google and Facebook. Both companies are prepared to change technology if this offers the opportunity to address their current needs 400 Gig and eventually 800 Gig and 10pV/bit and $1/gig.

still relevant today as LWLG continues to progress to these targets of the Industry, thanks Jeunke, congrats to your long stay in yellow sticky-land!