is...(lightning strikes only once unless you remain standing where you shouldn’t be.)
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Kerrisdale: A checkered history of getting it wrong.
https://www.reuters.com/article/us-hedgefunds-kerrisdale-idUSKBN13U2WR
L_R
Kerrisdale: A total piece of toilet paper. Discredited,
Terrible piece of garbage. Not worthy of anyone's time.
Uninformed writers who don't even know what a polymer is.
The last patent is a beautiful piece of proof that poling is now easy peasy.
L_R
Kerrisdale: Toilet paper not worthy of even flushing down the toilet. Only one layer or ply.
Non- professionals with not a single Doctorate in photonics which is what you need to understand the power and potential of polymers and the intricacies of creating polymer coated photonic devices. I hope they didn't have the same attitude as posters on this forum.
The so called source of all that they know......... one disgruntled employee who is / was out of touch with advancements with the different types of polymers created since his/her departure. We now have Perk 1, ******* ,5 maybe 6 (trademark). Lightwave has come along way baby!
L_R
:)
L_R
A close over $7.50 is going to be ouch for some people. Let’s wait to the end of the day close price shall we?
L_R
I betcha they’ll eventually add chocolate to the final coat…..
We could call it a chocolate “polar” bar .
This post is Just for fun.
L_R
Esoteric stuff!
The chemists are very early in the scientific development and progress of this photonic polymer.
Where will they be in 10 years?
L_R
I have never thought that shareholders expectations would always match the company's expectations because so few understand the processes involved and many of us are just learning, including me but I do in fact read and research the more scholarly articles and I understand a lot of it.
My understanding of PDK's and mass production processes leads me to believe the two are independent of each other but related as I suggest below.........
The PDK's once developed are often sent to the customers for further advancements and changes to suit the customer's needs and expectations. (But I am not willing to say this is the case for photonic chips). Normally ....... once the customer's needs are met, then they would sign their contract with Lightwave. So where are we? The PDK's for anyone who signs is ready and so they start adjusting the tooling for mass production.
Read here about PDK's:
"It is then passed to their customers to use in the design process. The customers may enhance the PDK, tailoring it to their specific design styles and markets. The designers use the PDK to design, simulate, draw and verify the design before handing the design back to the foundry to produce chips."
I don't really know if this is the same for photonics industry so I wouldn't quote this as the case. If you do I will come back to bite.
Regardless, when a commercial agreement is signed, they are well on their way towards setting up for mass production but it will take time. Next the tooling is setup for the mass production process. This is not as difficult (I believe) but it is time consuming.
You might prove the expectations of some of the posters to be erroneous but unlikely to prove the company in error on these points.
Mass production? It seems the expectations have always been for 2024. I don't recall anyone saying mass production before then. Mass production follows working PDK's. We are there NOW. It is a matter of tooling setup now for this first client by a foundry.
Any more informed person out there that can contribute on these issues ? ....... please contribute.
L_R
TP:
I do believe that No 1 may be in error. Nothing Lightwave or Dr Lebby wrote or said indicated that the PDK's at the end of 2022 was for high volume mass production. Mass production involves more that just a PDK. Why would you think a PDK would mean mass production would be possible. There is more to it than having a working PDK.
L_R
If I had to chose between TP and KCCO as to who knows what.......... well............
Nah. I don't need to chose between anybody here.
One has done their homework and the other does not "doesn't understand it".
KCCO :
I’m not in the dark whatsoever. Sure I don’t have 100% of the information but I know enough about this technology to see the BLATANT progress. I’ve also paid real money attending conferences and buying white papers to get a deeper understanding.
I don't have to understand it.
It would be a sad day if Lightwave were controlled by GF.
Better to have several foundries with contracts . Then lightwave would be hard to control and their Perk would indeed be ubiquitous. A multiple billion dollar stock in 7 years.
Anything less than 10 billion market cap would be a steal IMO.
L_R
Great Post.
L_R
The "kitchen recipe" is not a PDK. Go learn what a PDK is.
The kitchen recipe for their application of the Perk to foundry PDK's is what he is talking about.
L_R
Can't be bothered. I won't waste time with someone who has no science or industry background and can't possibly understand the development of PDK's
L_R
You know nothing about PDK's. Just simply nothing.
The fact that you said Lightwave has their own PDK's displays your complete ignorance of their development. You are DEAD wrong about that. They have indicated they were working with the foundries on those PDK's.
You are completely ignoring this.
Go learn about PDK's. That is all I have to say.
L_R
Lightwave and the foundries work together (as far as I know) on the PDK's and the kits are enhanced/ upgraded continuously as new additions (such as atomic layering) are realized.
The fact that upgrading is going on does not mean the PDK's are faulty but rather are incorporating the new developments and I suspect there will be lots of those going forward. This is likely to go on for years even during the production and mass production processes.
The same is true of the silicon generation of wafer development. You don't make a PDK and walk away saying...... "There.... we are done. No further changes needed. "
There are some posters on IHUB who would like you to believe that current PDK's are not workable.
They do not understand the science or the process.
The more knowledgeable among us can correct me on this. I don't mind being corrected by those who know much more than I.
Here is a good link on PDK's and what they are (and what they are not).
https://www.synopsys.com/glossary/what-is-a-process-design-kit.html
L_R
Yes lots of applause. You can hear it. You could feel it.
Straw man Lebby is easy to build and shoot down and burn but he is just a figment of a poster (s) imagination.
Now let's move on to good stuff. We have had enough of straw man poster (s).
They are now a figment of my imagination.
L_R
I think he went for a glass of water.
Then CELEBRATE they did.
L_R
At the end, Dr Lebby didn't say - well fellas, let's go celebrate! Did he? No...he said "I need a drink." He was very aware of the situation he was facing with shareholders and it was unsettling for him.
Is this the new TP?
There are lots of animals in the jungle. Elephants, lions, zebras, gazelles and .....
Leopards.
L_R
Ha. Most interesting indeed.
L_R
The Straw Man Lebby and straw man poster:
Some poster(s) have attempted to build a straw man Lebby by suggesting that he waited to the last minute to announce a Commercial deal and this was all choreographed to appease some angry longs. Then the gall of it all to suggest that since the deal did not disclose the client, or amount obtained from this contract or future revenues expected then it was not a REAL commercial deal.
The same poster(s) argued in similar fashion that the PDK's announced in Dec 2022 were not fully operational and therefore not really operational at all. The fact that they needed adjustments along the way is proof positive that they were not operational in Dec 2022. Therefore the announcement was not a real announcement because the names of the foundries were not disclosed.
All this reflects upon Lebby's character but this is in fact a "straw man" Lebby being proposed by these poster(s).
Now the poster(s) want us to believe that they are nice people with statements like "Did I not do this? Did I not do that? Did I not write some good stuff about the company (WHEN THE SHARE PRICE WAS GOING UP). "Was I not right when this and right when that?"
(And I was wrong well....... lets not mention all the times these posters were wrong).
"Let another man praise thee and not thine own lips"
"Methinks thou doest protest too much."
L_R
John Samuels:
The writing of positives about the company is irrelevant really. It is all about when the positives where written. Lets find that out and then we can tell if the poster is riding some trading shares or not.
L_R
And WHEN did you write this TED?
As the price was about to go up or was going up?
Or when it had rolled over and started its decline.
WHEN Ted? WHEN?
L_R
Straw man:
What is a straw man? It could be a person recreated in the image of a poster who attempts to make someone into someone he is not.
Or a straw man could be a company that is being described as something it is not.
In any case the creation of fictional person or a fictional company is a very distasteful thing to do and nobody likes such posts
And nobody and just nobody cares about the exact number of hires working at the new expansion.
Very distasteful postings happening on the weekend. The attempt to discredit the company about the actual number of new employees was a very distasteful attempt done to build up a straw man company that doesn’t exist.
straw man
noun
1.
an intentionally misrepresented proposition that is set up because it is easier to defeat than an opponent's real argument.
"her familiar procedure of creating a straw man by exaggerating their approach"
2.
a person regarded as having no substance or integrity.
"a photogenic straw man gets inserted into office and advisers dictate policy"
This past weekend was nothing short of straw man building. That is MO and I am sticking to it.
L_R
Candle stick pattern.
https://www.investopedia.com/
L_R
For the record I am not trading. Probably some are but I am not willing to try. I have long history as a chartist so not an issue to trade….. level 2 if I want it. Just patiently waiting on this one. No need to spend endless hours looking at the ticker. I am retired and enjoying life. I am going to let this one work for me.
L_R
That is correct. There is a well informed investor group of longs who reach out to new investors and supply information and connections. This solid group of longs are also successful in pulling in new investors as well. It is difficult for nay sayers to navigate because of this. No one I know wants to sell the core base of shares. A few may want to trade but that is the exception.
L_R
Good stuff! Good read.
Nubis and LWLG. Imagine that for a moment.
L_R
I liked the question. It was a really good question and the smile..... well I didn't see but I heard the answer ........ "that very well could be".
I think we know the answer to that question......
Long and Strong
L_R
$4000 for a pluggable optical transceiver. Wonder what Lightwave will sell theirs at once they hit the market?
L_R
Yesterday was the goofiest day yet.
The entire day spent on how many new hires (11 new or 30 total)were going to enter the add on space of 9000 or 9600 sq feet or whether some are quitting or some were fired or some were being dropped in by helicopter.
It seems that someone wanted to make a case against lightwave management that they should not be trusted. Well it fell flat…… flat as a pancake. No one is buying that story.
I smell the FEAR here.
L_R
I thought GNS had good revenue coming in.
I am of the impression that the only way to handle shorting is by declaring a dividend. Perhaps I am wrong?
L_R
Absolutely you didn’t miss a single thing worth reading.
I think some posters have spent their entire time today being “spaced out” over the new space Lightwave Logic will be moving into this summer.
Apparently there are no employees moving into the new space or 11 new hires or 30 employees or somewhere in between.
I am going to bed now resting easy and fully convinced that “It’s happening.”
Repeat after me:
Say it 10x, spell it with 1/3 the effort.
And do it for decades to come. No AI in these two words…… totally real intelligence.
COMMERCIAL ACCEPTANCE.
L_R
Absolutely inane discussion about non essentials.
Straw man constructions just blowing in The wind.
L_R
Most of us could care less about the number of employees. We know “it is happening.”
This endless brainless back and forth is absolutely boring.
I don’t give a hoot and I don’t know anybody who does……except straw man makers.
L_R
Straw man catches fire
The straw man described "by the straw men posters " is some one you should not trust because they can't or won't disclose to someone calling IR to get a straight answer about the number of people hired. Implication THEY MUST BE HIDING SOMETHING since they won't give a straight answer about mission critical information about the company........ the number of real people hired and the number of real people fired.
Holy Cow! Imagine that..... a straw man poster calling IR to find out how many new hires have been added to the company.
I can image IR is impressed with the question and the caller.
Long and Strong Lightwave Logic,
Long and Strong Dr Lebby,
Burn the imaginary Straw man to the ground,
L_R
Straw man postings :
The factory is opening in August but the number of workers hired is next to zero.
Lebby is misleading everyone by not disclosing how many people really will be working in the factory.
YOU CANNOT MAKE THIS STUFF UP.
Or can you. Yes the straw man is a description of a LEBBY that does not exist and no serious investor believes in.
The straw man is a figment of straw man’s poster’s imagination
Long and strong. I am adding shares. Join me fellow longs.
Me thinks thou doest protest too much.
L_R
Straw man Firing:
11 new hires.
11 men may have been fired by Lightwave Logic.
Total increase of workers: 0
The new Building when opened will be vacant. Yawn.
The company is stringing along investors. Yawn
This from posters who claim to be carrying the torch of truth. (It’s a tunnel of darkness.)
I trust Lebby and Lightwave Logic.
Beware of straw men posters.
L_R
Straw Man:
Sadly this is becoming a straw man posting message board .
Some posters have suddenly risen from the dead since the stochastics have turned over signally a top has been put in (temporarily).( Privately, longs have been sharing technical information of what to expect going forward in price ranges but we don’t post here on this message board.)
But the best signally of price movement and direction occurs when the straw man posters really poor on the heat claiming they carry the torch of truth.
Honestly the truth man is Lebby. He tells us what we need to hear with no secret agendas. We don’t get everything we wish to hear for a reason and it has nothing to do with deceit and everything to do with capturing market acceptance , contracts, transfers, etc etc.
Long and strong,
L_R