2021 and still haven't started my 100 bagger move (Spectra7 SEV, Lightwave Logic LWLG)
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Oké thx
“Speaking with management “ ?
Did you? Please elaborate
Still have my position. Building to 100k
Building or trading?
Great post Lewrock. Insightful…let’s discuss money!!
For all, reread the 2 PRs from yesterday before posting here. Thank you
You were right. Still not happy? Mindblowing news i missed at the table.
Good to know
ECOC 2022 Multilane testing our Redriver chips. 3 Meters 800G ACC.
https://www.linkedin.com/feed/update/urn:li:activity:6978271298200207361?utm_source=share&utm_medium=member_desktop
Lebby not Libby. It’s more complex then that. Predictably the future is not easy, Lebby has this wonderful solution to make modulators faster and a lot greener. While I think the best of him, i know he cannot predict what’s the situation is in 10 years.
Today, DC’s, 10% uses optical in their datacenters, 90% of the servers still has copper interconnects.
Let’s say in 10 years that number is 50% for optical, 50% copperinterconnects.
My maths doesn’t matter much. S7 has a great copper cable and will make money. It’s true that, for datacenters copper is a sunset business. Optical is a sunrise business.
Converting the signal is costly. In a way i have invested in the delays that comes with switching technologies. Both technologies sit side by side from my point of view. Look at the iphone, lidar and traditional chips working hand in hand.
S7 has also other verticals were innovation could take longer. Coppercables in cars for the next 15 years.
While i agree with you Future, you do have to look at the verticals.
1B for a nonrevenue can be high if you don’t really understand the market. But making stuff that goes everywhere while having 90% margin will propel this quickly to a 100B dollar company within 10 years.
Both looks promising for a current market view.
Expect what's to be expected. Don't make stuff up. You can apologize to Walter and me anytime.
We are on track. ECOC wasn't on the timeline.
ML is the chair of the committee. This year he gave the awards to the winners. That's why he is on the photo.
Great post Jimmy. Ive seen this interview before. Frank Levinson would be a perfect match with Lebby.
Love those two together spending time
CEO is parttime back. It’s in the PR. Don’t spread misinformation.
Multilane’s booth in ECOC Basel.
They test ACCs
https://www.linkedin.com/posts/multilane_welcome-to-ecoc-2022-activity-6977582683879055360-WLJL?utm_source=share&utm_medium=member_ios
A quick google show some results. It happened before.
https://www.forbes.com/sites/robasghar/2014/03/14/one-companys-success-story-who-needs-a-ceo-anyway/
For the record. I want Raouf back 100% (in the short time) or a replacement for him.
I can name a lot more unsuccessful companies WITH a CEO
Yes I do. A good one. But don't overvalue it. That's all I'm saying. Chip supply issues is the same with or without a CEO.
Not all stocks moon. I get that. But the best way to be successful is setting yourself up for a very long time in any form of investment. Your car, your house your spouse.
Buffet: If you don't want to own a company for 10 years, don't own it for 10 minutes.
They won't be institutions to invest in this kind of companies. I have never expect that. Too small and on the wrong exchanges. A full time CEO won't change that.
Here is were the small investor can profit before the bigger gets on board. Prime example is LWLG in my investment history.
Re:No CEO.
"CEO Raouf Halim Returns to Certain Strategic and Board Duties"
A company is always a team effort. Sure you need a leader but what makes you think the company isn't doing anything anymore because the CEO cuts back due to health issues? S7 just announced a designIN in the automotive sector without a full time CEO.
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Re: Why ????
Because that's what patient shareholders do. They wait. Else just buy an ETF and be done. Individual stocks is not for all
CNET hands on PSVR2
Nevermind, got it. I thought it was something else. It's the link to the news.
The link is offline
Beurstips, they are a cablemanufactuer for the automotive market. There 22+ plants were they work with. But this is the first for cars, imo
Roy Ting
Vice President at Elka International Ltd.
Works for 26 years at the company
https://www.linkedin.com/in/roy-ting-6367b922/
"Spectra7 has created an innovative and compelling solution to address the challenge of routing high speed video over thin conductors throughout a vehicle," said Roy Ting, President at Elka. "We are seeing significant business with JVCKENWOOD and are now promoting the solution to others in the automotive market."
Maybe next week the 5G announcement….
Just checked the volume on yahoo. It’s incorrect. You need a different site that shows all the volume
Bought more too. Added 50k
Great news. Also plan to add on this news.
I wasn’t told something I didn’t already knew. I saw an opportunity in electrical cables because of the economics. This decade will still use copper. DCs are slow to adjust, not because they fear new technologies, but because it has to make sense.
Do you know what a AOC costs compare to an ACC? Fiberoptics is expensive, copper isn’t. Still good money to be made until the economics favor optics.
Thanks Walter to put that in the right context
Hey cedarcap, i love spending time on LWLG. Ask my wife!
Im sitting on Lebby’s left
StockJumper25,
I have a free account and can't send anything private. S7 has 50+ patents for their ACC technology. Fairly well protected, imo. No expert on patents.
In the past Molex did send me an internal document with timelines for speed and deployment, all on ACCs