is...(lightning strikes only once unless you remain standing where you shouldn’t be.)
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Putting it all together:
1) expanded facility for PERK processing/ Perk R&D/ testing of modulators coming back from foundries/ prototyping/ etc etc
2) hiring of controller/ accountant / purchasing manager and others
3) ALT testing in the fall exceeding all expectation with > 9000 hours of run time
4) > 2 Transceiver companies taking developments to the next steps.
5) Several T1-s doing trial runs
6) Accumulating of shares by institutions (because they for some reason have to accumulate).
What's not to like here? What are the stars in heavens predicting/ forecasting.
Well of course there are the non sensible and incoherent posters who continue with their rant of "fake it till you make it."
Let them rant,
L_R
Well that is simple...... Revenues are expected OR
it all just a big show and since stupidity rules this message board expect some stupid response as always.
L_R
GOOD question.
L_R
FUNNY! Love it!
L_R
Your disclosure is appreciated and from that I take it you are worth listening to until proven otherwise. For now 👍
L_R
I somewhat agree that Nokia may very well be in the mix with Polariton because of an earlier find indicating a relationship with the two.
If this is the case then we have a surprise coming up.
Further more if Polariton is making modulators in. Umbers you can most certainly bet that this is through a European foundry.
Quoting our most in famous poster in as many words…..
“ We can talk about what could be true even though we may not know what is true”. [sic]
Just a matter of connecting dots here.
L_R
LWLG offers a polymer which when integrated into existing modulators results in PIC’s whose performance has gone through ALT (accelerated life testing) resulting in world records in performances.
The new modulators being developed by various companies contain exotic elements / compounds which when combined with this polymer offers incredible performance, reduced size and low power operation (sub 1V ). What’s not to like here?
The delightful thing about this polymer is that it has resulted in a switching process that is controlled by poled molecules that either result in a random formation that allows light to pass through or a poled formation (all aligned ) so that laser light is blocked. (Or visa versa). The switching is unbelievably fast because this is done at the molecular level thereby getting rid of any mechanical switching.
With these life time results done with modulators (with spun on polymers) now behind us the next step is the development of a pluggable transceiver with these tiny modulators inside (so small as to free up space in the transceiver for intelligence operations, encryption, and the like etc).
Why consider LWLG……. Because it is additive to any modulator being developed utilizing exotic materials….. LWLG can and does work with those developing modulators for the next generation.
So in a very real sense LWLG makes things that work well much much better. So really LWLG does not need to be viewed as competitive. “You make it and we’ll bake it” into the fastest, smallest, most energy modulator on the markets.
Of course I am expressing this in laymen’s terms intentionally. There are those here who are much more advanced in expressing the idea here with technical know how. You will find them in time.
Good luck. You will soon find out who to trust and not trust. Best in your search.
L_R
A significant win with a data centre (just one) will give us a tremendous boost in share price.
Grabbing 15% market share will put us well above $20/share and in short order.
I suppose we could be accused of hyping the stock but I am not saying we will get that 15% market share but rather stating that should this happen the > $20 share would surely happen and I believe I am hitting low on this target.
Keep this in mind when you get nervous about current SP
L_R
KCCO first sticky (post 174969) hits 100 !
Click on the post and add positive "points" if you have not done so and if you think it is worth it.
KCCO's second sticky hits 50 positive posts. Click on this sticky and bring it up to 60 which was its original positive post value.
All about eyeballs folks and for the new retail investors looking for information worthy of consideration before investing.
L_R
KCCO’a original post had 60 thumbs up and it has now become a sticky. However, because the original post was > 48 hours from the time originally posted, it could only become a sticky if reposted then given that status which it deserves.
Now let’s give the KCCO’s sticky the 60 thumbs up that it originally had.
You can click on the sticky and give it those thumbs up if you have not done so to date.
L_R
F2: Well thought out.
L_R
Here are the rules:
-Each moderator can add one Sticky Post.
-Each moderator can only remove their own Sticky Post.
-When a moderator is removed their Sticky Post is automatically removed.
L_R
KCCO' s post originally had 60 thumbs up.
So it is well worth a read.
L_R
KCCO's post is now a sticky!
L_R
Post by KCCO. Post # 179321
Worthy of reposting:
Here is the clearest picture of reality...below is a post of mine on Reddit yesterday in response to someone asking about large orders, what it takes to get there, and potential hurdles.
DOA - I'm in love with Lebby again so instead of a dog bag next week, he's getting roses.
The next 3 months should be the most exciting in the company's history. We should see another commercial deal, we should see evidence of the "money shot" 4x200G PIC, and we should be provided an update on the reliability of the packaged devices. They are beyond 5,000 hours at this point with success. Last but not least...it sounds like this May's shareholders meeting is going to have record attendance and there's absolutely nothing better than speaking to the management and Board of Directors face to face. So, if anyone is still disappointed by May or has questions...buy a plane ticket.
One of my favorite quotes from Lebby recently. Read it 10 times. "several commercial foundries are implementing our PIC designs for multi-channel polymer modulator engines, including 4 channel solutions for 800G".
Reddit Post:
"The SOM shown at the May 2023 shareholder meeting basically predicts initial sampling of EO polymer based transceivers in 2024. I do not take that 7,900 figure literally. I'd expect around 5-10,000 units for sampling per partner. This "sampling" round includes traffic trials in end-user systems and testing of reliability "plugged in". After that, volume purchases would be expected and that's when the it ramps per the SOM growth for 2025+.
The rate of growth and quantity purchased depends on the customers. All industry projections show that this market potential is massive and continually being updated to be larger than anticipated.
As for LWLG's own ability to scale to meet these demands....it depends on the foundries.
As long as LWLG has its device designs optimized for the target application, and the material optimized for the device design...it doesn't matter if LWLG is ordering 1 wafer with 1,000 chips or 1,000 wafers for 1 million chips. It all will work the same.
We know LWLG has internal ability to produce consistent material. They are experts in that.
The remaining questions are optimized device design and the ability of foundries to be consistent. There's many factors at play there such as waveguide quality, surface roughness, material layer thickness/uniformity, and dicing quality (if the foundry is doing the dicing).
We know with the Chromosol ALD acquisition that the device design had to be tweaked to optimize that new process. 2023 was all about receiving new data on packaged devices with the new ALD. Per the Optica PECC conference, the packaged devices were at 4,300 hours of excellent thermal and photo-stability.
LWLG ended 2022 by telling its shareholders that 2023 will have a focus on BEOL engineering and automating high-volume poling processes. These would be the primary constraints to scaling into the millions. There are two poling scenarios and one is that its completed at the foundry and the other is that its completed in-house.
So, with all that said, everything appears to be going to plan to have EO polymer modulator based transceivers ready in 2024. Large orders would follow the initial sampling which will be announced once the 4x200G PIC chips are ready...IMO.
IMO there's a few different scenarios how it could play out, but the bottom line is that we need to see evidence that the 4x200G PIC is ready. I do also think there's a possibility an 8x100G PIC could be revealed. While significant for EO polymers, I am personally not as excited for an 8x100G as I am for 4x200G."
This is exposure and provides a narrative with inescapable conclusions that the industry is requiring novel and exotic materials to meet the demands of tomorrows AI requirements.
The legacy systems are not going to meet tomorrows demands and there will be limits to most solutions currently being offered through legacy systems. The end is coming …. And the sun is setting for legacy solutions.
We don’t know what the limits of some of the novel solutions are but one thing we do know for sure each iteration of PERK will make good things better…… much better.
Keep in mind that PERK is additive not simply competitive so working with other novel solutions is the way forward and that is exactly what Lightwave is doing.
Spell it ……. UBIQUITOUS.
L_R
TP: short term positive?
L_R
An excellent summary of where we are headed! Well done KCCO!
L_R
https://youtu.be/ye0HUYIaLH8?si=2Lr9XCBfSFhIeYCt" rel="nofollow" target="_blank" > [url]
https://youtu.be/ye0HUYIaLH8?si=2Lr9XCBfSFhIeYCt" rel="nofollow" target="_blank" >
Ha ha
L_R
TP. I refuse to read your posts.
Just the first 4 words.
No credibility. Erratic behaviour.
Buying high, selling lower.
Shame on you for pretending to know what you are doing.
L_R
TP sold his shares and LOST.
Clearly TP does not know what he is doing.
NEWBIES beware.
You cannot trust a poster on a message board who tells you one thing and does another and
loses when he trades.
Clearly undecided
L_R
TP bought at $6.00
Nothing else matters if truth be told.
TP bought at $4.15
Nothing else matters if truth be told.
TP the truth seeker truly seeks to make money by buying at $4.15 and $6.00.
And he does not deny that he purchased shares at these prices.
What truth do we learn from this!
He need not bother responding. I do not read his posts… just the first few words. After that it is all gobblety gook.
L_R
TP bought at $6.00.
Down on that one. I guess he doesn’t always make right choices or informed decisions.
Sadly if this sells off below $4.00 he’ll be down on both buys.
Credibility ?? None.
Don’t bother responding TP I only read the first line of your posts.
L_R
Buying at $6.00 and $4.15 explains it all.
Hard to twist what you did in buying shares at those prices.
Don’t bother responding. I only read the titles that you post.
L_R
Not a buyer at $.50 !
Newbies. Don’t be fooled.
TP bought at $6.00 and at $4.15.
But he states today that he is not a buyer at $.50. Try to figure that out will you.
No TP I did not read all of your post just the leading title.
Don’t bother responding. I have no intention of reading your reply if you do respond.
L_R
“Logic says this and logic says that”.
Anyone with a background in philosophy knows logic is only good if the person offering logical solutions if first and foremost a rational person,
A rational person is someone who takes the time to speak directly to the person who has the answers. Lewrock appears to be doing just that concerning the issue of “if funds are managed or not.” His approach is rational. Yours by contrast is not.
TP. Everyone knows you refuse to do the work you should do….I.e. talk or communicate with the top brass I. e. with those people who actually have the answers.
Your excuse to failing to do what rational people should do is something like this….….[sic]...it’s a waste of time or those people cannot be trusted”. [sic].
Talking directly with management is something you just won’t do. Instead you communicate with someone outside the company who you hope knows more than the company itself. This is NOT a rational approach at all and for that matter not that logical either.
Don’t bother answering. I won’t read or listen to nonsense.
L_R
Lightwave wants a pathway to ubiquity. This is clearly what Lebby wants. Suitors would have to be able to fulfill this goal. Would NVDA accommodate this ? I really don’t know. But that is a question we need to ask ourselves.
L_R
Point noted!
L_R
Yes Lebby is more confident than he has ever been re the success that the polymer will have in the industry.
We shall be rewarded in short order.
L_R
InP
L_R
We will know when the short game is over when this sky rockets towards $20.
There will be know other alternative when covering starts in earnest.
L_R
I won't dispute that the game is on but there will not be only one solution for the demands of the Data Centers. No claim to that effect is being made.
Only a small part of that pie need by caught by Lightwave.
My point........ Under Lebby polymer coated modulators are going into a transceiver the size of which provides lots of space for intelligent networking chips as well and whatever other functionalities are required. No drivers. Now put it all together. Find a competitor that can do the same.
L_R
Dice:
The company’s past record of promises under previous management is irrelevant. Using this to suggest that things have not changed is simply dishonest. ( I am not saying that you are among those who use this for nefarious reasons.)
Under Lebby we have a working modulator whose ALT testing indicates some serious progress has been made since he took leadership.
So advanced is this modulator in reduced size, increased speed and reduced power that there is simply nothing out there that can compare on these 3 parameters alone. and to boot…. the remaining 2 parameters match or exceed the competition.
Under Lebby we now have the pluggable transceiver being built out. This will change everything when this is completed and it will in fact be completed under Lebby.
Under Lebby we have operational front end PDK’s in > 2 foundries. Let’s word that differently….. 3 or more foundries that can produce these modulators and no less than 4 more pursuing the same goals. We just don’t know if all 7 have been successful or not. Imagine if they were.!!!!! All under Lebby’s watch.
Under Lebby we have a transceiver company putting together one of the fastest if not the fastest pluggable transceivers on the markets for the data centres who are ready for the next build out/ upgrades.
Under Lebby we have a company that has been transformed with the addition of new lab space and with the addition of new hires all pointing to a ramp up coming this year.
Under Lebby we have an increase in both quantity and quality of patents surrounding the polymer.
Under Lebby’s we have a world leader in the photonics industry, guiding the pathway for the photonics revolution which is an inevitability.
Under Lebby we will undoubtedly witness the polymer eventually become ubiquitous.
Now tell me this is the same company as the company before Lebby came on board!!!!!
No we don’t accept such a narrative. It is obvious that narrative that “nothing has changed, it will always be what it always was” is not an honest appraisal of the facts. To say so is simply dishonest.
Just my quick response and there is no guile on what I write here.
Best,
L_R