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Hard to read this one but it's always good to have funding available if necessary. They are assuming the price will hit $1.50 again so that's a positive at least. (?)
UCB sounds like they know what they're doing when it comes to figuring out our materials. Wonder why nobody else seems to be able to... Knock on wood we see some positive results before the ASM or at least an update in the next 10-Q.
"When working prototypes are in hand, we will demonstrate to potential customers, some whom we have already worked with previously." So we know they have worked with LMT, and Celestech in the past, as well as government agencies and FiberLogix...Any others?
Somewhere in that general time-frame. It seems to get pushed back a couple weeks further each year so possibly September but it's all speculation at this point and I doubt that they're thinking about it over at the offices yet. It will probably depend on whether they have any positive updates for us soon. My guess is that the less that they have (or want) to discuss, the further they will push it out.
Found some time for the webcast. Think I will have to send an email to Tom to get some clarification on the information they presented...
When discussing their device development I believe he said that they are partnered with a couple other universities for the Telecom modulator now. Anyone know who and how long the research projects extend for?
Would like to know what other "avenues" they have for the build of the telecom modulator outside of the universities/EMP. Based on the info (or lack thereof) presented it seems like completion of anything is a ways off and now they may be changing device focus to Transceivers which may overlap with modulators if I understand correctly.
No further guidance on any potential near term events (modulator completion). Next scheduled event is the 10-Q in mid July, 1.5 months away.
Well, we did get some data on Perk NR and Indigo according to the slides, although not stellar for Indigo according to initial reports.. Won't have any time to listen to it soon but was intrigued by the seeing the SLM several times. Is there a working prototype on the horizon?
Refresh my memory proto....when did Lou make that statement?
TIA
Phase 2 Front-line NSCLC trial results still expected before end of month (1h 2013) ???? Has this changed or are we still on track for end of this month?
TIA
Well, if he has to put out an 8-k then maybe they will actually have some new information to disclose.
Thanks Walter.
Has anyone confirmed what time Lightwave is presenting on Tuesday? The SeeThru website still doesn't have a schedule posted. Just trying to feel out whether we can expect to see the recording on the website sometime on Tuesday or later in the week.
If there are issues with the prototype development (which seems likely at this point), I'd imagine that we won't hear about it until after the presentation on June 4th. They probably wouldn't want to be talking about problems at the conference.
Would like to see them get paid more in shares rather than base salary...
Less than 40 days until MOS for the first line NSCLC trial should be PR'd...guess most in this issue are traders judging by the sell off today after yesterday's gains.
You can actually invest in D-Wave, although indirectly. Check Harris and Harris Group (ticker:TINY)
My mistake and apologies cane, misinterpreted your post! Certainly agree with that statement and sentiment.
Thanks for the insight Rick, appreciate it. I'm sure there is a lot going on business wise that we don't know about but again that's where good communication comes into play.
Cane, as per your statement:
" You either believe in the technology and trust management's ability to execute, or you get out"
I've been here for 5 years, think I've proved that I believe they have something special and am allowed to vent frustrations from time to time without being told to "get out". You don't see most posters here telling fellow long time investors with occasional criticisms of the company to "get out". It's a bit uncalled for.
Like I said, my post was "All imo". My interpretation of that info from the 10-Q is that if it doesn't work out with EMP then they have backup potential partners they can go to in attempt to make a device.
I think if there were multiple parties other than EMP that are also trying to make an advanced telecom modulator with our materials that Lightwave would have told us by now.
Just for our clarification it might be worth an email to management which I may be able to do sometime this week or next unless somebody beats me to it.
If they have "multiple paths" for the advanced telecom modulator, then we should be pursuing at least a few of them simultaneously rather than waiting to see (one at a time) whether a path is successful or not. Whichever path is most successful we should then move forward with. Would this not spur competition between potential modulator partners?
This is what irks me about them. They put all their eggs in one basket and only make changes if they are forced to. I get that in the past it has been about saving money but now that they have highly pure perkinamine with excellent specs, they should be doing everything they can to get it in a working device successfully. Now is the time to start exploring those "multiple paths" all at once rather than potentially waiting until one fails before moving on.
All imo.
Communication-wise, one thing we can count on generally is at least one PR per month. That might mean one PR at the start of one month and one PR at the end of the following month (not necessarily every 30 days) but they will usually throw us a bone at the very least around that frequency. Sucks, but that's what you get with a developmental stage company. Should be getting the 10-Q any day now, although it is unlikely to contain anything of value in it to us shareholders.
Man, all this negativity has me paranoid that the prototype devices aren't working and we won't get a PR anytime soon. Might be time to take a break from checking the message board for a little while. Definitely as frustrated as the rest of you and hoping for something positive in the next couple of weeks prior to the investor conference. Wish I could think of a more subtle way to ask management if they will have a data sheet with them for the presentation.
Samsung Announces Breakthrough in Mobile Data Speed
SEOUL — Samsung Electronics said Monday it had made a key breakthrough in developing mobile technologies for so-called fifth-generation networks that would provide data transmission up to several hundred times faster than the current fourth-generation, or 4G, technology....
Once commercialized, 5G mobile technology will allow users to transmit huge data files, like high-quality digital movies, “practically without limitation,” it said.....
http://www.nytimes.com/2013/05/14/technology/samsung-announces-breakthrough-in-mobile-data-speed.html?partner=yahoofinance&_r=0
Hope you're right Nitro. My guess is that they already have some of the prototype data but won't release the news to us until the week prior to the conference.
Doubt there will be much (if anything) new in it, but I think we should also be getting the 10-Q next week.
Agreed, they now have 3 (4 would be a stretch) weeks to have that in hand and worked into their presentation. Fingers crossed..
Hopefully it's confirmation that the prototype specs are off the charts great.
Maybe once they get that data sheet with the prototype specs he'll finally get out there for that stuff.
Well, you asked for it so I'm calling you crazy proto ;) I'd be surprised if we heard anything this week or next because nothing ever tends to happen on the early side of their projections. We always fall into the "or so" end of their given time frames. The latest estimate by Tom was given during the April 4th CC for the completion of the first 2-3 GB prototype modulator in the "next month or so". I'm looking at the end of May for any news but would love it if you were right.
I'd agree but it will be a huge boost of confidence for current investors and those waiting on the sidelines for more concrete evidence that the technology is feasible. Tom also seemed pumped to have something to take on the road as well.
Thanks will do and I'm glad to hear your family is safe as well. Such a bizarre thing to happen in a city like Boston that I've always considered to be so safe.
"I cannot wait for the day that cameras on street corners can be linked to our country's best computers to recognize wanted people."
Likewise F2. I live within .5 - 2 miles from the Watertown/Cambridge communities where the manhunt is currently taking place and the police camp is setup. Was hearing lots of sirens for a minute there but that has since stopped.
Oddly enough I keep seeing/hearing lots of helicopters too but I was under the impression that a no fly zone had been put in place.
Here's a conspiracy theory....maybe the LSS is picking up those shares to get a cheap stake in the company??? ;)
So according to that filing all/most of the shares LPC has purchased thus far have already been sold? Is this correct?
Pretty intriguing that they are expanding their space 5 fold. Have we determined what their current cash position is and/or burn rate? I'm curious if they will need to do another equity raise in the near future to finance their expansion/production plans...
IMO once we start demo'ing our own products (Telecom, SLM, etc) it will get the LSS moving a little bit quicker. Can't imagine they would want us to end up competing with similar products to whatever devices we are coating for them. Having products will move the SP as well and we are on track to possibly have one commercially ready by the end of this year in a billion dollar market. Looking forward to news of the first prototype in the next several weeks (I hope!).
From the article:
"Offrein reiterates that this is on the road to commercialization already, and should be out in the commercial world in 'another few years’. "
Sounds like this might be more in line with what we heard on the CC?
True Prop but in 3-4 weeks we might see evidence of a working device that they can finally show the investment community. From the CC it sounds like that is essential to their ability to generate real and sustained interest.
Yea X but we all know that the jury is still out on science
Was just pointing out that Lightwave can help address the power consumption/efficiency issues with cloud technology.
Off the top of my head no, I haven't a clue.
Massive energy cost hidden in wireless cloud boom
Insatiable demand for popular online applications on the go has created a sustainability time bomb for cloud services, according to Australian research published this week.
For the first time, researchers have calculated the energy consumption of the multiple components needed to support cloud services accessed via wireless networks. The report – "The Power of Wireless Cloud" – warns that industry has vastly underestimated energy consumption across the cloud ecosystem as more people access services using portable devices. The popularity of services like Google Apps, Office 365, Amazon Web Services (AWS), Facebook, Zoho cloud office suite, and many others delivered over wireless networks, is driving a massive surge in energy consumption. The energy use of cloud services accessed via wireless networks is expected to grow up to 460% between 2012 and 2015, the equivalent of 4.9 million new cars on the roads. The analysis shows that wireless access networks (WiFi and 4G LTE) will be responsible for 90% of that energy. Data centres, the focus of recent high-profile Greenpeace research, account for only 9%. The new white paper, by Melbourne's Centre for Energy Efficient Telecommunications (CEET) shows that urgent action is required to curb spiraling energy consumption and CO2 emissions. Principal Research Fellow Dr Kerry Hinton, CEET Deputy Director stated, "When Greenpeace analysed cloud efficiency it hit a nerve with the likes of Google, Microsoft and Apple by suggesting that data centres are to blame for a 'dirty cloud'. In fact, the problem is much worse, data centres aren't the biggest issue. The trend towards wireless is the real problem, and the networks are to blame. By 2015, the energy consumption of data centres will be a drop in the ocean compared to wireless networks in delivering cloud services."
"The problem is that we're all accessing cloud services – things like webmail, social networking and virtual applications – over wireless networks. It's the modern way but wireless is an energy monster, it's just inherently inefficient." "Our calculations show that, in 2015, the wireless networks we use to access cloud services will command around 90% of the energy needed to power the entire wireless cloud services ecosystem. By comparison, data centres will account for only 9% or less. Industry needs to focus on the real issues with wireless network technologies if it wants to solve this problem." CEET is investigating ways to improve the way networks are managed for energy efficiency. The global telecommunications system is estimated to consume 2% of the world's energy, and that figure could grow to 10% by 2020 if no action is taken. "We often think of bandwidth as the barrier to the way online services evolve and improve. The very real message here is that the real bottleneck, looming sooner than we think, may be energy." "The findings of this paper are an important starting point to improving the energy efficiency of cloud services. They provide a benchmark, highlighting where attention is needed and to measure progress to improvement." "I think its unlikely people trade away the mobile convenience of these services. Another solution might be to increase the way network resources are shared among users, but more likely we'll need a radical improvement in the efficiency of the technologies themselves and potentially a fundamental change to the way data is managed across the global network. These are the things we're investigating at CEET.
Read more at: http://phys.org/news/2013-04-massive-energy-hidden-wireless-cloud.html#jCp
"Does anyone believe that Thunderbolt represents the first product with the Fortune 100 Large System Supplier / Microelectronic company? "
Given the timeframe below, that would be freakin awesome:
"Intel plans to build the newer version of Thunderbolt hardware, codenamed Falcon Ridge, into its next major generation of chipsets, and it will make its way into products at the "end of this year," with a "ramp in 2014." "
http://news.cnet.com/8301-11386_3-57578503-76/intel-shows-off-speedier-thunderbolt-tech/
Agreed that was a good question Walter, one of the few asked that were really worth asking especially when compared with the guy who asked "What do your products do?". At the next CC we need to find a way to bogard the queue for more quality questions.
So the next few things to look for might be as early as the next month "or so". And the countdown begins again...