Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
TRUE! Flipping a coin will give the same graph. 0 capability to predict.
Proto – you have been spot on with your insights and prognostications.
And, it’s like watching paint dry at the moment.
100% correct assessment. I concluded same. Power savings alone is an enormous driver to adopt.
Tiny footprint, ease of application, mind blowing speed. It’s not an ‘if’ proposition but a ‘when’.
The froth of myopic market sentiment is no indicator of the success Perkinamine in the Data center and beyond.
Right product, right time. Hugely undervalued.
Oh wait - not prescient, 3mos old. Mind not blown, . . . yet
Thanks for the prescient update - my mind, at least, is on the brink of being ‘blown’.
Right, and we know this already and our minds are requisitely blown. So what will blow our minds next week? Certainly not what we already know - We’ve recovered.
Nobody, it’s just that “mind blowing” could mean anything like stupendous. Nobody knows what mind blowing actually means, but we have used it to the point where our expectations are flying very high.
Yes sir, that is correct. However, It seems to have taken on the life of its own.
Well, I suppose “mind blowing” could be that somebody other than Lightwave Logic mentions “polymer modulator”. Or just the word “polymer” on silicon maybe would be “mine blowing”.
Alas, It may be too late for that.
ECOC expectations are now over the top. Anything less than a full announcement of Foundries and contracts with massive revenue will be a disappointment.
It might be a little wiser to lower the expectations and proceed to exceed them.
More bandwidth:less power - the race is on https://www.tomshardware.com/news/fujitsu-develops-optical-tech-unlocking-12-tbps-per-wavelength
Real wisdom.
Yes, however perkinamine has been demonstrated by a third party to be both high speed and very low power.
Save for the highly improbable case that Lebby and the BOD are actually in the business of high deception, then Perkinamine will be in demand in the data center, if only for power savings.
Unless Lebby is part of an elaborate ruse, something on the order of Theranos, LWLG is at the precipice of adoption and inclusion in the photonic revolution.
In fact, perkinamine is an enabling technology for bringing high speed, low power photonics onto the semiconductor.
Sorry you didn’t read the article. It was about AMD and Intel extending Moore’s law with photonic interconnects to silicon chips.
You should disabuse yourself of the cursory understanding of the link.
The future is photonics and it is huge -
https://www.tomshardware.com/news/lightmatter-photonics-chiplet-bridge
Hope TSMC is one of them.
There’s no way Lebby or this board wants to sell. Not when your sitting on ubiquitous.
If it’s not about photonics or photonic integration on silicon, it’s not about LIghtwave.
I think we were in a bear market and experienced a classic bear market bounce.
That’s all it is - FUD. There is no substantiation. Only the attempt to manipulate your emotions. When you’re short, it’s the best weapon you have.
Yep, 2nd that!!
Wow! 88 and a sharp mind. I’m very inspired. Hope you and your family profit handsomely from all of your diligence in this space.
Excellent‘back-of-the- napkin’ work. There is also market enthusiasm for a disruptive technology when it suddenly becomes clear it is in the drivers seat for the next decade or so.
Like the insight.
Thanks for being brilliant on this issue. FUD is a real thing that obviously can manipulate a stock price hugely. It happens in any speculative enterprise. Surprising how people who know the secular story well, get nervous.
George Gilder, when I was closely following his technology report, had a memorable phrase, I now paraphrase, ‘to capture the upside of a new technology, you must scale the wall of worry’.
He also was good for quoting Carver Mead, a brilliant and prolific inventor who said: ‘you must listen to the technology’.
Hell of an update. Looks very solid.
Where can submit a question for the ASM?
No, unfortunately. Probably missed that window.
Is there any obstacle, hindrance, problem with the product, perkinamine, that should be revealed divulged otherwise exposed?
One of the recent PR‘s used the terminology “working with our customers“. So, let’s talk about customers. What do the customers need from lightwave logic? When will the customers purchase something from lightwave logic? Why aren’t the customers purchasing anything now from lightwave logic? What qualifies as a customer? When does lightwave logic expect that a customer will be happy, satisfied, and content with the performance and reliability of Perkinamine?
PhD in organic chemistry with extensive
experience in synthesis of conjugated
molecules, such as chromophores, OLED, OPV,
OFET, etc.
• Extensive experience in multi-step organic
synthesis including reaction design, execution,
and development of workup, isolation,
Not your garden variety chemist.
Let’s add: Chinese technology spies and thieves will not qualify.
Wow - Great insight into the foundry process for the implementation of Perinamine. Wow!
Perk-ina-mine ‘Perkinamine’
Let’s get this one right. It’s not ‘goo’ and not Perkamine.
It’s going to make many of you very wealthy. You should properly know the word.
But, hey, do as you will. . .
And Om good with it.
That rings true. 100% by my estimation.
I believe; “seamlessly integrating our electro-optic polymers” is an incredibly important point.
Let’s face it, chip producers are under enormous pressure to produce product in a time of extreme shortage. It’s going to be difficult for them to bring on new technologies using new PDKs and new ‘novel’ tech at this time. It’s going to be hard to focus on future product performance when there’s a shortage of current performance chips. However, the fact that it can be seamlessly integrated is a silver bullet.
Here’s to believing that at least a couple of fabs are far enough along in the process to bring the tech forward while in unprecedented times of shortage.
It’s possible that LWLG has a two-way NDA where they also do not wish to have disclosure of who and where until it’s time.
In that case ‘polymer’ may qualify as unacceptable terminology per the NDA.
Seems like the term ‘ubiquitous’ and mentions of polymer modulators would be going together, however, there may be reasons.
Remember, Lebby mentioned that they (LWLG) did not announce their application to NASDAQ list in the case that something might have derailed. He preferred to not announce rather than explain.
So, my take away is that Lebby is cautious and conservative with public information.
Seems like the EAM performance is substantially lower in terms of power and possibly speed. Does not sound like a material advantage.
I guess I’d like to see someone, somewhere use the term ‘polymer’ in their silicon photonics product description.
Per the Article:
The new platform co-integrates III-V lasers, semiconductor optical amplifiers (SOA), electro-absorption modulators (EAM) and photodetectors with silicon photonics devices, all monolithically on a single chip.
I had not been familiar with an EAM.
From Wikipedia:
Compared with an Electro-optic modulator (EOM), an EAM can operate with much lower voltages (a few volts instead of ten volts or more). They can be operated at very high speed; a modulation bandwidth of tens of gigahertz can be achieved, which makes these devices useful for optical fiber communication.
Anybody anything about this?