Lightwave Logic Inc (LWLG)

[Polymer Paul]

Read my messages for the last two years ... You would have done a lot better than listening to fairy tales about tier ones! This is fact. However I'm not one to gloat. Just don't want to see newbies get mugged off by the cult

[Ppastis]

Maybe they have to ask you to become the new CEO ? As you know everything !

[rikkie]

You really know everything. I'm really impressed!
Continue like this and I will know what to do, buy or sell!

[vein]

Now that’s news

[Polymer Paul]

Percentage of float shorted has gone up less than 0.5% in last 3 months! Currently stands at 17.18%....... so all you groupies who are trying to blame shorts for the lack of Candence of bulls#£t and lack of revenue and deals that carrot muncher regularly press releases about ...well...they..need to look at fellow longs with the big bags for the low price. Jeunke and a few others spouts their mouth about buying ... Same as last year .. yet the price drops due to SELLING! WOLVES IN SHEEPS CLOTHES!

[CarlinNM]

I don't know who was added, but "People" listed on LinkedIn has gone from 47 to 48...

https://www.linkedin.com/company/lightwave-logic-inc-/people/

[XenaLives]

Hmmm...

The replied to post is a link...

https://www.bloomberg.com/news/articles/2024-04-25/micron-clinches-total-of-up-to-13-6-billion-in-us-grants-loans

And this...

https://seekingalpha.com/article/4680240-micron-will-experience-strong-tailwinds-as-gpu-capacity-loosens-up

https://www.micron.com/products/memory/cxl-memory?gad_source=1&gclid=Cj0KCQjwxeyxBhC7ARIsAC7dS39tiBTvWHLLm5bwJTm8W3g6mSFah-80xcz3JgvrKeSx77QJtVvtRPQaAm2vEALw_wcB

https://www.bloomberg.com/news/articles/2024-04-25/micron-clinches-total-of-up-to-13-6-billion-in-us-grants-loans

And this...

https://patents.justia.com/inventor/cory-pecinovsky

[rikkie]

I know Jeunke, I have been holding my shares for 15 years.
I bought more and believe in LWLG because I highly value Dr. Lebby's contribution to the global problem of "Moore's Law".
His knowledge, attitude and insight are exceptional and how driven he is to take all this to an even higher level. World class, not to mention the number of patents he has to his name.
In short, Jeunke, long and strong, thnx

[jeunke22]

Rikkie, in the bigger picture these shorts are nothing to worry about. The short opportunity here is minuscule compared to what other opportunities are available in the market. In other words a bunch of unfortunate gamblers,
got inadvertently stuck and are trying with time progressing to get out slowly, There are people who play this for fun and short term trading missing the long term opportunity. That’s reality some play it long and get potentially awfully rich if it works out, ,some play this short time and risk averse for a few pennies in the dollar day by day. Anyway it doesn’t work out as planned both stand to lose. Personally I am convinced the longtime waiting will at short term be over.

[rikkie]

Clowm

[rikkie]

A multitude of shorts have flooded this message board!
Could there be a reason for that?🤔

[jeunke22]

Very confident that Lightwave will become a household name on Nasdaq and will become a success story.
Have a look at Intel which lost more than 50% of its share value the last 3 years. A company with excellently paid executives, large bonuses, years of revenue, and now government hand outs. A sunset industry.
Lightwave is just starting, just at the beginning of an incredible journey. It’s share price has been going up from a penny stock to 4 dollars now. Yes it’s a bumpy ride, but compare INTEL’s journey as well. Owning shares comes with financial risk. Lightwave’s engagement with multinational Tier 1 is a success story in itself given the disruptive nature of polymer photonics in this trillions of dollars semi conductor industry now challenged to its core by artificial Intelligence.
Every two months a doubling of its data handling coming off from Moore’s ‘spectacular’ law of doubling every two years. A potential business and internet showstopper, requiring a technological breakthrough not seen since the advent of it internet itself. Multinational Tier 1’s volume requirements will be staggering and require careful and an ‘ all hands on deck effort’ from a small company like Lightwave. With Lebby on board it will be done.
Lightwave’s concluded it first deal last year. We still don’t know with whom, Lebby didn’t give guidance even when probed a few times in Belgium. Part of this material supply ( $ 160.000) and license deal ( 50K upfront payment) was based on the requirement of minimum achievable volumes of finished product for a period of several years or quite a penalty payment. I haven’t seen any penalty payment. Jury still out on this one!
The beginning was made, waiting with all of you, to see this company executing its plans. Yes we are still very positive and excited.

[Ppastis]

To zero or 0,5 ?

[Ppastis]

The Joker is very active just before the ASM and 10Q of Q1 ? Is the Joker getting a bit nervous ??

[prototype_101]

SAM/SOM goals, Lebby has not backed down from these goals and in Belgium discussions my understanding he said these are likely to be increased now!! The SAM/SOM goals match EXACTLY to Lebby's long-standing Timeline for a Customer Acceptance and Ramp in 2024!!

Lebby provided SAM/SOM GOALS at ASM for 2024 to 2030

I built a detailed financial model using the SOM/SAM information for 800G and 1.6T pluggable transceivers and it shows a $5-10 billion market cap by 2028 using the "base case" SOM estimates.

It's not perfect, but probably the most precise model anyone has put together so far. A big unknown is the COGS and OPEX, but using 80-85% gross margin (like OLED) and knowing LWLG estimates around 50 employees at mass commercialization...it's probably close. My revenue estimates also center around the value of the modulators, and not necessarily revenue had in technology transfer agreements. I'm not sure how those agreements would be priced and if LWLG would offer a discount so to speak since someone else it spending the money in manufacturing.

This is all just for one application and there are endless applications for super small, fast and efficient modulators. Hell, I even found a white paper using a MZM-based sensors used as a "nose" for fermenting coffee and finding the most precise time to stop the fermenting process.

Now - IMO, the company will be bought out well before we ever hit $1 billion in revenue. That's fine with me. OLED hit $10-15B market cap with around $500 million in revenue.

-KCC

https://www.reddit.com/r/LWLG/comments/15f4un7/daily_trading_action_and_general_discussion/?

[prototype_101]

The article Synopsis Photonics Solutions posted on LinkedIn was from the PIC Magazine article by Michael Lebby here

https://www.linkedin.com/posts/synopsysphotonicsolutions_article-by-michael-lebby-ceo-lightwave-activity-7181893534705201153-QcJ2/

Synopsys reposted another Lightwave Logic article this morning. Quite interesting that a $90B company has posted about them on more than 1 occasion this week.

https://www.linkedin.com/posts/synopsysphotonicsolutions_200-gbps-heterogeneous-polymersilicon-photonic-activity-7183358130699870208-YQ_U

Synopsis also reposted the article below this morning. Some of the language in the Global Foundries portion of the article seems to resonate with me.

https://www.synopsys.com/photonic-solutions/e-news/2024-march.html#gf

Just going to put this here. Synopsis Foundy Spotlight: GF Fotonix

"Roadmap Solution (excerpt)

The GF Fotonix™ technology is targeted towards inter/intra-data center and photonic compute applications with future extensions planned for ancillary markets such as sensing and LiDAR. The base technology supports O-band based 100G solutions. Plans are in place to support 200G solutions. Future packaging feature enhancements, such as support for thru-silicon vias (TSV), tighter v-groove pitches, tighter pitch CuP and CuRxPads. The technology will also serve as a platform for the heterogeneous integration of novel materials in the future." (LWLG Polymers)

Synopsys has been at multiple LWLG hosted/attended conferences recently, one of the directors was at the San Francisco VIP conference Lebby hosted earlier in the year, they are definitely at the very least collaborating (GFS too)

Just a guess here/speculating:

GFS, Tower/intel, Nokia among a couple others were likely the earlier leads based on white papers. Google a lead based on their recent presentation(not sure if they were old or new) Nvidia based on a repost on LinkedIn I think they’re at least aware but haven’t seen much public connection. I’m sure there’s a few I’m not remembering but the rest I don’t remember any obvious connections. Smart photonics was another one I’ve heard of I think KC referenced them.

In the investor pres at least 5-6 of the logos they show have referenced us in one way or another via whitepapers, presentations, reposts or interview mentions. The rest are quietly looking into this I’m sure

One key piece I liked is he mentioned they are less interested in tech transfer deals, likely only doing those if the 3rd party wants to use it for an auxiliary use such as Lidar which is out of their main focus. Means more money for us long term, likely going a very similar route business wise as OLED, mostly licensing type of deals.

https://www.reddit.com/r/LWLG/comments/1bzltei/daily_trading_action_and_general_discussion/?

[prototype_101]

Google just had a shout out to EOP(LWLG) on a slide for hetero integration. LinkedIn post from APC.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174108464

This is the google slide! (middle picture is of EOP slot modulator)

https://www.linkedin.com/posts/advanced-photonics-coalition_fiberoptics-technology-innovation-activity-7178065757874913281-L2Oo?utm_source=share&utm_medium=member_ios

Modulators with low driving voltage, high bandwidth, and low loss.

They are also showing the same wafer

And “organic Material” the same picture on page 15 from LWLG

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/1bd96423-05f6-76f0-82d8-2a80d7a40691?origin=2

I can’t believe my eyes!

It is happening…

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174111281

with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!

there are 22 Million++ Shorts holding that Old Maid card currently!!

TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?

Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.

https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/

Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!

[spartex]

True, but this guy has a little bit of an Ego the way he wrote this pump piece. lol All his rubbing shoulders with Presidents, appearance CNBC, Bloomberg, Fox, etc. and his "billion dollar fund!".

Many that have done their homework reading up on AI already understand how revolutionary it has/is becoming after finally reaching critical mass with the development of software over many years, and more recently GPU speeds (NVDA).

I'm just extremely excited that Lightwave is in the Bullseye 🎯 as a SIGNIFIGANT indirect beneficiary of the exponential growth in AI systems and the Data Centers needed to accommodate this growth. And of course, there are all the other untapped but eventually very viable applications of their polymers for other systems (Lidar, biosensors, G6, Satellites, DOD, Quantum computing/cryptology, etc.). Exciting times ahead in my mind!

[spartex]

Either show X's such post (link), and ask him about it, or just shut up.

you are flyspecking stupid stuff now on this board. very immature to put it kindly.

Going down rabbit holes does tend to be your modus operandi though.

[spartex]

Rkf, thanks for the facts on how our well informed and contributing longs across the pond are present and confident, as well as "buying"!

We seem to suddenly have many mice appearing on the board, who have been hiding from view for months, all of a sudden show up.

Do they smell some Lightwave pending "deal" cheese somewhere, but try to discredit what is soon to come with their FUD tactics?? 🤔

I am more comfortable and confident than I've ever been the past 3 years base on recent events and insights. Have even added some additional shares into one of my son's accounts as an optional gift for his future. Nothing's 100% sure in the real world, but I am more than 95+% sure we have some significant news that will unfold soon (weeks/few months) and continue to unfold in the months and years ahead. This isn't a one shot deal.

This is a very significant new innovative business opportunity Dr. Lebby's is navigating with a Bigga TAM and SAM! Very HIGH % Margins too from what we've heard at the past ASM, and illustrative earnings projections from Lewrock. Many of the miscreants here are looking to steal your shares, created FUD, and make some shitty $$$ as a Shill. That's unfortunately what it is like in the Big Leagues of business world. Ok, back to my show on the Telly.

[The Great Pumpkin]

He literally made a post this week that he doesn’t trade stocks. Can’t have it both ways. In my neck of the woods them folk are labeled liars and dishonest.

#scam

[spartex]

X was just day trading MVIS for a day, as it has (had) a high short position, you NuMbSkull.
He posted once one day, then 3 or so times the next and said he got out with a small gain.

OrAnGe FrUiT is STILL ShOOting BlanKS! 💯🤣 LOL

[gawti88]

For anyone in this play:

Tat4Tat track record - Just over the last year or so he has been bashing all stocks (previous comments below are companies provided) He is a paid basher and is on CEOS now. Unfortunately this is how the real world is! Hold your shares tight all. Paid bashers/shorters do exist. Goodnight all.

micromobility inc
HLBZ
LWLG
Siyata Mobile Inc
APCX
ALPP
Toughbuild Industries Inc
Integrated Ventures Inc (INTV)

[microchips]

It's harder and harder to have an honest conversation here anymore. Shorties have done everything they can to ruin the board.

[greenback]

🤞🏻

[XenaLives]

Yes, this may be a pump piece...

But many of the points they are discussing are real. Quants rule in the 21st Century.

https://secure.tradesmith.com/?cid=MKT794412&eid=MKT799581&tid=aa7736fc7a0e4512945933c1cf198e90&assetId=AST337263&page=2

[Rkf302]

Jeunke has posted about 40 times in last two weeks. And he bought a chunk recently on 4/29
Walter has posted about ten time in last two weeks.
Both are HUGE shareholders and are MORE optimistic than ever before.
You can search and read their posts.

[greenback]

Walter, Juenke (apologies for mispelling), you are becoming noticeably less active on this board. While I agree comments and conversations have deteriorated significantly I wonder if you have moved on from lwlg.
Silence can have different meanings. What is your recent silence and less (very) activity on this board singling?

[The Great Pumpkin]

X was buying MVIS in the 7's what a disaster. This is your LWLG spirit guide. WOW!

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172073705

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172076354

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172081170

You don't think he's trading this while scamming the board? Honest! Honest!

#scam

[The Great Pumpkin]

MVIS will go to zero just like LWLG will eventually go to zero. The only difference is where they are in the cycle. LWLG is about 12 months behind MVIS on the proprietary death spiral index. Good to see a few are starting to wake up from the trance.

#scam

[StevenDice]

This company is attacked because it has repeatedly set expectations for release of a real product (trial) with a real customer followed by mass commercialization.

Agreements in 2023 followed by more shortly into 2024.

Zero, zilch, nothing but lip service from the CEO and a bunch of ‘true longs’ who believe it is an act of disloyalty and worse to hold the company accountable for its messaging

Let the company reveal something of actual substance. Let’s see how that goes for them.

[Sonata]

HERE ARE MY OBSERVATIONS FROM TODAY'S TRADING....
1) PATHETIC!!!!!!!!!!!!!!!!
2) CULT!!!!!!!!!!!!!!!!!!!!!!!!
3) GRIFTER!!!!!!!!!!!!!!!!!!
4) NO REVENUE, NO DEALS, NO PARTNERSHIPS
5) PROTOPUMPER
6) XENAKNOWSNOTHING
7) DISCOUNTEDSHARESX
8) RKFMORON
9) BLAH, BLAH, BLAH, BLAH, BLAH
10) CARROT DANGLER
SCOREBOARD...$4.05

[DanM51]

It could be, if lwlg doesn't sign deals. It would be more slow motion here though, because it doesn't cost lwlg much to make the goo. People that claim they can just hold lwlg indefinitely and be easy breezy about it, and give mngt. a pass about lack of deal making are FOS though.

[LightwaveLong]

That’s what I’m saying. It’s the same EXACT story as LWLG. Is it not a foreshadowing for where we are headed? The boards are hilariously similar. Posters complaining about no deals, horrible BOD, bonuses

[DanM51]

Also funny--Blackrock, vanguard, state street and Geode are the top tute owners of mvis. JUST LIKE LWLG. Mvis also has tute ownership in the upper 20s percent. JUST LIKE LWLG. Index funds. I wonder if mvis' shorts will be able to cover with all the volume to the downside tomorrow?

[DanM51]

The only real difference, so far?, is the cash burn...both did have a brief moment in time of bull market exuberance when shares surged high. 1 million in earnings and 20+ million in losses is pretty funny. I'm sure some here touted mvis at one time.

[Lurker3]

Ok, here is a yawned post...

SO TRUE

[LightwaveLong]

Look at MVIS! Another LPC company. Higher short interest than LWLG by 10%. Look at that chart. Nothing but down. Down 35% right now AH because of earnings. How does that not trump your short argument?

[x993231]

Ok, here is a yawned post.....

Shorts or purported longs say something along the lines of that and repeat the lines, of the shorts BS, 42 times, yawn,,, funny but " X is stupid and is a poopy head" , relpy X is not a poopy head, I mean really? (Substitute for X FOR Lebby)

We are good, low volume is not good for the shorts to cover, yawn. Many things are going on in the 'real world' of business, not up down, trading.

X.

It is real and happening. All good.

Silicon photonics is maxed out. AI is here, either we believe that lightwaves polymer can triple the speed of it with 1/10 the power or not.

Yawn, I do.

Watch some may opine with other companies examples that did this or that. To quote Elon " I don't care about other companies" Go F themselves, you can even use NVDA in there.

[zebra2142]

He knows absolutely nothing for a fact except what's been publicly shared by the Company. Like the rest of us. But he dismisses what's been shared as if the company's progress reports are a pack of lies. Typical basher. He's the class clown.

[Ppastis]

Is something you know ?? Or is a wild guess ??
Please give some feedback on you assumptions …

[prototype_101]

teddybear AGAIN FOR 10th TIME!!!! >>> I've called you and your bff out multiple times now to defend WHY anyone in their right mind would say TFLN will be the material that is the winner in Photonics!!! It is ABSURDLY stupid as those that would TOUT IT!!!!

here once again for you and marky boy, you guys MUST HAVE MISSED IT... AGAIN!!!!,

oh teddybear trying again to baffle them with your bullshit, along with a HIGHLY DISREPECTED JOURNALIST that Jose had to PUBLICLY SHAME AFTER THE YOUTUBE FEED WAS CUT OFF, but for PARTICIPANTS ON THE ZOOM MEETING it was heard LIVE!!!! Here's the TRUTH folks!!!!

TFLN? here worth another LQQk,

TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.

Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.

“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206

HyperLight is TFLN's #1 leading company in world!!! Check out HyperLight's latest Development of "gold-box" TFLN modulators which they are proudly showcasing at CLEO next week!!! Too funny!!!

https://cleo24.mapyourshow.com/8_0/exhibitor/exhibitor-details.cfm?exhid=209&shareguid=0C02EFD5-B1E7-126B-A742469AED53E0F4

Hyperlight is showcasing its TFLN GOLD BOX modulator as their PRIZE DEVELOPMENT!!!

TOO FUNNY!!!!

Hyperlight is supposedly the #1 TFLN company in the world!!!!!

This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!

here's a sample meeting of a Google/Amazon/Nvidia etc CEO with their Chief Engineer of Photonics

CEO, so what do you think we should use for our true next-gen internet transmissions solution?
ENG, well we've been working hard to help you decide the BEST solution and here's what we've got, Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok, so then TFLN must have all those things we spoke about right? Is TFLN incredibly small so as to free up space in the Transceiver box so we don't have to implement Co-Packaged Optics any time within the next several generations?
ENG, well no, actually LWLG Polymers fit 120 devices in the same space TFLN fits only 8, but Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok, well then TFLN must be using the least power right?
ENG, well no, actually LWLG Polymers is the ONLY solution operating at sub-1Volt that ELIMINATE the power hungry and expensive Driver Chip, but Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok, well then TFLN must have the lowest Optical Losses and will save us money on requiring less DSP usage right?
ENG, well no, actually LWLG Polymers has MUCH LOWER Optical Losses, but Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok well TFLN must be SUPER COMPATIBLE with Standard Silicon Foundries right?
ENG, well no, actually LWLG Polymers are SUPER COMPATIBLE with Standard Silicon Foundries and we are not sure whether TFLN can be "shoehorned in" to a Silicon Foundry PDK yet but there are quite a few companies trying to do that right now, but Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok, well I've heard that TFLN does not yet have a 200Gbs device capable of being mass produced at a large SiPh Foundry on 200mm Wafers?
ENG, sorry sir, NO they don't yet, but they are working really hard on that right now!!

CEO, what about LWLG Polymers, can they mass produce a 200Gbs device on 200mm Wafers at a large Foundry?
ENG, well YES sir, they just got done demonstrating perfect Open Eyes of that very device at OFC to MANY Tier1's along with Research Analysts, etc, it was VERY IMPRESSIVE indeed, I was there!!! BUT may I remind you, Mark L says TFLN is going to be the winner of all the materials out there

CEO, well I actually know Michael Lebby and I know of all his credentials in leadership of the Photonics Industry, but I really hadn't considered what you are telling me about Mark L telling everyone that TFLN is the way to go, interesting, well I've come to my decision
ENG, well did I convince you? Are you going with TFLN as Mark L says is going to be the winner?

CEO, no actually I'm going with Lebby/LWLG and YOU'RE FIRED!!!

Oh and one more thing, LWLG's technology has HEADROOM for at least a decade of future generations!!

TFLN does NOT!!!

Here from the 2023 ASM Lebby quoted a Foundry as saying the following "At our Foundry we are worried about an investment into TFLN, it may only be for one generation, but with (LWLG) Polymers our investment would be worthwhile and a better ROI"

LWLG beats ALL Next-Gen Competitors hands down!!! Let's compare,

Understanding Figure of Merit (FOM) the BEST place to be on the chart shown on Slide 47 is the TOP and RIGHT of the chart, and notice this is EXACTLY where LWLG is shown as compared to the competing Next-Gen challengers!!!

https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/9bec8dfc-0108-5227-4f5b-d31f67ae623a?origin=2

LWLG tops ALL competition in FOM scores by far!!!!

Let's discuss the Competition >> from the ASM video starting at about 21:06 investors learn that amazingly there is no REAL competition to LWLG's technology for transmitting data!!! The first slide on competition shown is #25 and it has columns for each of the competitive products and then down the page a list of attributes along with the comparable Ratings for each of them, LWLG's Polymers are by far and away TONS THE BEST versus ALL the competitors!!

Let's review each of the attributes and see why LWLG's technology is SO SUPERIOR to any/all of them

1) SPEED >> LWLG is TONS THE BEST with speeds over 100GHz with HEADROOM to go MUCH FASTER!!!!! The rest of the competitors MAX OUT in the 30GHz - 70GHz range!!!

2) SIZE >> LWLG's slot modulator is the smallest, InP comes closest, but LNb, TFLN, and BTO are all MUCH BIGGER, in fact in another slide Lebby compares LWLG's slot modulator array to TFLN and in the space where 8 TFLN modulators sit, there could be 15 times as many LWLG slot modulators (120 modualtors!!)

3) POWER (Voltage) >> Only LWLG's technology is at sub 1 volt, SiP up to 5 volts, InP up to 7 volts, LNb up to 40 volts, TFLN up to 5 volts, BTO up to 3 volts

4) OPTICAL LOSS >> again LWLG slot is BEST with 3-8Db, SiP up to 20Db, InP up to 10Db, LNb up to 12Db, TFLN up to 15Db, BTO up to 12Db

5) ENERGY CONSUMPTION >> LWLG is BEST again with just 5pj/bit!!! SiP up to 20pj/bit, InP up to 40pj/bit, LNb up to 100pj/bit, TFLN up to 20pj/bit, BTO up to 20pj/bit

6) STABILITY >> again LWLG is the BEST, while SiP and InP are also very Stabile, the newcomers BTO and TFLN are NOT stabile enough for commercial acceptance!!

7) FOUNDRY COMPATABILITY >> Only LWLG and SiP use "Standard SiP PDK Fabrication", InP, LNb, TFLN and BTO are NOT able to use "Standard SiP PDK Fabrication" they all require their own Foundries

8) REQUIRES DRIVER (Expensive & Power Hungry!!!!) >> Only LWLG at sub 1 volt can ELIMINATE THE DRIVER!!!!! This is HUGE HUGE HUGE!!!!

Lebby also illustrates all of this at 25:18 marker with Slide #29 where the BEST technology would be found as HIGH UP and as FAR TO THE RIGHT as can be, notice ONLY one technology is placed there and it is of course LWLG in the light green shaded rectangle!!!

[tedpeele]

6 months of demos = don't expect a deal anytime soon. New tier1's after OFC emphasis just amplifies that message.

And of course he spilled the beans when validated that the old bugaboo of the skeptics - reliability and scalability - was a concern to the NDA companies that he was talking to.

Funny that he didn't seem to know that when he put out the Dec 4 letter though, huh?

EDIT: Proto always has a ready cut and paste reply whenever I post, to try and counter me. This one is about TFLN - which shows that he has missed the point: The industry has spoken about TFLN - and while it is still several years off (at best), the industry has NOT spoken about Perkamine.

To be clear - Google, Amazon, Meta, Nvidia, Microsoft and others have all weighed in on TFLN - some sighting the power savings - one saying it will only take days instead of months to cycle through, etc...

The amount of talk re polymers is very small in comparison.

NONE of that matters though if you know how to read Dr Lebby's lips.

[prototype_101]

Hourglass sands waning rapidly for Shorts to Cover 20+ million shares

Investors know Lebby has a blockbuster next gen technology 100 percent ready for mass commercialization and is in deep negotiations for months now with the biggest companies in the world!!

Another failed Short attack here, and on PUNY volume to boot!!! Shorts trapped like rats!!!

Dangerous game of chicken being played by Shorts!!!

Oh, and btw, vein why ain't you jumping for joy in any posts at this very moment?? Oh yeah, right, cuz you be a Short!!!

[Kreator]

@vein over and over again, rethink you’re investment here and sell you are pathetic

[vein]

I will be old and grey by the time this hits even 10 at this point

[Polymer Paul]

Yep.... Lebby has had a little woody ever since he took his huge bonus. That's his excitement Wen he goes on about it.

[Mr Stock pick]

Vein doesn’t own any shares, not only in Lightwave but anywhere, he just likes to hang out on message boards. As far as institutions they will get their 50% ownership as a lot of traders and some longs will sell between 4 and 20$ once that happens the tutes will flute this higher and away we go. Many longs missed the first run to 20$ and feel like they should have taken out some, on the second run to 20$ a lot will feel like they should sell at least a little. Mark this post that by 20$ institutions will hold 50%

GLTAL

[vein]

I’m glad Lebby is excited . I’m very skeptical at this point !!

[Polymer Paul]

Pathetic volume ... Same as last year's run upto the ASM and lebbys imaginary deal! Proof is in the pudding. .. $2 by September... Lebby and lightwave tragic will magically have funds to run the pyramid scheme for another year after that too. Hood winking shareholders to fund the science project. #Candence of bulls#£t