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Could you post a link if you have it?
I think your spot on. Also begs the question: what is driving the need to raise $83M?
Good point. Only take away I was focusing on was optical eschewing electronic in terms device to device data transfer.
Low voltage, high speed modulators would appear to be the ‘enabling’ technology for this future.
But there may well be unforeseen approaches that Apple is targeting.
Apple’s optical patent -
https://9to5mac.com/2021/12/15/apple-optical-data-transfer-patent-could-allow-super-fast-comms-between-devices/
This is about optical transport, which would still depend on converting an electronic signal to an optical signal and require a modulator.
Apple has always been good about seeing the future.
‘Ubiquitous’ just took on a new dimension.
We’ll, that was funny.
Lunch Jesus every day - ha
Have we considered that perkinamine may likely enable basic everyday routers and switches to migrate to optical Ethernet vs copper.
Everything becomes photonic from backplane to backplane.
The 5G thread also adds just that many more connected devices and data to the network.
Like you said “writing is on the wall” like never before.
I’ve seen other ‘sure bets’ falter, but this one has real Teflon.
My thought precisely.
Integrated Photonics is where it’s moving:
https://finance.yahoo.com/news/intel-launches-integrated-photonics-research-170000307.html
Agreed, and Perkinamine sounds a bit more sophisticated and valuable than the colloquial ’goo’ reference.
Photo detectors - Pushing the speed envelope:
https://www.nature.com/articles/s41566-021-00893-w
Vein, I know you don’t want to complain, and you’re correct in there is no revenue/ partner disclosure.
However, it is becoming apparent, very, that there will be, and it will substantial and it will be a revenue ramp, and this ramp will get steeper (it’s slope will increase) as time moves on and this will create a geometric increase in the share price as earning get revised upward.
And this will happen QoQ for a period of time.
Need for speed baby:
https://bigthink.com/the-present/japan-internet-speed/
All it takes for a move like this, is a an alert fund manager or private investment manager capturing the idea that Light Wave Logic has the enabling technology for the next wave of photonics innovation.
Clearly the Government/ military is aware and interested in the photonics ecosystem. LWLG is certainly in this mix.
Their board members are an indicator.
If your not embracing and adopting polymers now - you are so ‘old school’, obsolete even.
Polymers continue to shine in the optical computing space. More confirmation that polymer substrates are the next-gen material in computing.
https://www.tomshardware.com/news/goodbye-transistor-new-optical-switches-offer-up-to-1000x-better-performance
This is also true.
Thanks Steve! I’m really glad someone followed up. Fantastic DD.
Corey Pecinovsky and Karen Lui, both key people and have left organization at what should be the most rewarding time to be at Lightwave.
I am very long LWLG. I’d also like to know why these key people are no longer there.
You typically don’t want lose key personnel just ahead of ‘mass commercialization’ and the most prosperous moment in your entire history.
This needs to be well explained and not dismissed as a trivial coincidence.
I have my own speculation, however, this needs to be addressed.
I don’t know about any of that. I thought it was just another unmistakable indicator that the industry is racing toward silicon photonics.
I think from all of the due diligence on this board, it is clear that light wave logic is in the drivers seat for both speed and low power. TSMC may well have an NDA with LWLG. Don’t know. If they aren’t investigating LWLG now, they are already behind.
The recent upside was almost completely connected to anticipation of a NASDAQ listing. That has become reality and there is now little to anticipate in the near term.
‘Buy the rumor - sell the news’ is in play here.
They just go away Proto, they just go away. Never to be heard from again. They do their work, spew their FUD and then go away.
wonkavator not wankavator - totally different mental picture.
If we keep our QCOM analogy, Qualcomm technology; CDMA was considered a violation of physics*. It competed with something called TDMA, an acronym for time division multiplexing. QCOM did not win every mobile platform. However, they won a significant portion in the North American market, and the rest is history.
My only point with this, even if there is another technology that is competitive with polymer, it does it mean that one of the other is going to capture the entire market. You can demonstrate even better technology, which CDMA was, and still not win the entire market.
By the way, CDMA was also considered ‘wide and weak’. It was a significant power saver in the mobile platform. Even so, still didn’t win everywhere. Regardless, QCOM’s current market capitalization stands at $161B.
* CDMA adhered to Claude Shannon’s information theory and his remarkable equation determining its limits in a communication channel. So while some in the communication industry at the time felt it was a violation, it adhered to Claude Shannon’s equation regarding’entropy’ in communication in a channel.
The quote is from their description of their modulator technology.
“In our electro-optic modulators, these SPPs are strongly confined in a metal-insulator-metal (MIM) waveguide. In this MIM waveguide, SPPs interact with an electro-optic material, see Figure.”
I would like to know more about this “electro-optic material”.
Here is a link to a MZ modulator:
https://www.polariton.ch/product
Geez, this was an expectation?? This is about a GF presser, not LWLG.
I think they (GF) would like to announce and deliver a 400 GHz chip with optics on board with lower power and let everybody figure out how they did it rather than telegraph their proprietary technological breakthroughs for the rest of the world.
Sands to polymers, possibly?
Correct:
It came through on my wall street journal news feed. Unfortunately, it is a paid subscription and it will do no good to share the link.
Global Foundries in play!
See below-
Although, I’m not sure this acquisition gets approved. I think federal anti-trust might see this is anti-competitive. At least, with this administration.
I think this is a net positive for Lightwave, it certainly could put LWLG in not only Global Foundries but the whole Intel photonics ecosystem.
I’m sure you will all see this very soon: Global Foundries is in play as an acquisition for Intel - $30B
I am on the Gilder tech discussion board. Highlighted LWLG it and had some discussion with George himself regarding Lightwave logic. His concern was they were hiding behind a bunch of patents and may not have anything besides patents. I
disagreed strongly as I could. He said that he would look into it at some point.
My recommendation to the Gildertech discussion board members was that Lightwave Logic was just about as close, in today’s world, as you could get to the iconic rise of QCOM.
You know, there was a statement made by Carver Mead, a serial entrepreneur, physicist and student of Feynman. He said “listen to the technology“. It was later repeated by George Gilder. So, many people here on this board are good listeners of technology. you and others understand why light wave logic’s preeminent roll in Photonics. However, of late, others are here because the stock has momentum. They have zero understanding of why it has momentum, its role in the technological constellation or anything else. There will be FUD spreaders as well.
If we continue to ‘listen to technology’, everything else (almost) is noise.
I hoped you would like it. It just seemed to come to me.
Lightwave Logic Rap
- by ‘LiL Vein’
The rhyme is about my name
always fighting to stay in the game
So frequently I feel the pain
Holdin on so I can see a gain
This stock’s no longer tame
Now, I got no one to blame
The ups and downs are my bane
The situation is not the same
Just need to stake a claim
time for me to see some fame
Now got to keep in the main
Put a certificate in a frame
This may not happen again
This light is not about to wane
Plan a night out with my dame
might look though the window pane
Resist a check on the weather vane
Keep’in alive the flame
No one needs to feign
Points for keeping it sane
Profits going to need a crane
Don’t let it hurt your brain
Don’t no why I got to explain
I ain’t on no campaign
Sometimes I just need to complain
Time to put away the cane
My posts no longer lame
I be dancing in the rain
Bout to pop a bottle of Champaign
bot someLightwave Logic - Vein