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Jose Pozo
EPIC GOES ONLINE - You have the chance to contribute to our dedicated Online Technology Meetings. Purpose? Create new business! Are you a system integrator, a component supplier or an end-user and you have something to contribute to any of the topics, then let us know! #StayHome
6 Weeks 15 Meetings Online
Some reading while we sit .04 above 52 week low...unreal!
Lidar scanner...
https://www.apple.com/newsroom/2020/03/apple-unveils-new-ipad-pro-with-lidar-scanner-and-trackpad-support-in-ipados/
March 10, 2020 08:43 AM ET (BZ Newswire) --
Lumentum Holdings Inc. ("Lumentum") today announced it has introduced three new breakthrough high-speed datacom laser chips, broadening its portfolio to enable the growth of future hyperscale data centers and 5G wireless applications.
The expected strong growth of data in hyperscale data centers and 5G wireless networks is driving increasing requirements for volume, reliability, cost, and speed in datacom laser chips. Lumentum addresses these requirements by leveraging decades of experience in the industry developing advanced photonic solutions.
"To sustain the expected growth in these markets, customers critically need an experienced supplier that can provide high performance, high quality, and scalability," said Senior Vice President and General Manager, Datacom, Walter Jankovic. "At Lumentum, we leverage our high-volume manufacturing capability, unmatched materials, and laser device expertise in Indium Phosphide (InP) and Gallium Arsenide (GaAs), to meet our customer expectations for chip innovation at scale."
Lumentum is a first-to-market and first-to-scale provider of high-performance externally modulated lasers (EMLs) for 100G PAM4 applications, enabling data centers to increase their bit rate and lower their overall power consumption. Lumentum's 50G PAM4 vertical-cavity surface-emitting lasers (VCSELs) provide high performance with breakthrough customer value and production capacity. Additionally, Lumentum's newly developed 50G PAM4 directly modulated lasers (DMLs) enable customers to lower their overall cost by offering the equivalent performance of an EML for 50G and 200G applications in a simpler and lower cost DML format.
08:54 AM EDT, 03/10/2020 (MT Newswires) -- Lumentum (LITE) on Tuesday unveiled what it said were three "breakthrough high-speed datacom laser chips," broadening its portfolio to facilitate the growth of future hyper-scale data centers and 5G wireless applications.
The company said the chips enabled data centers to "increase their bit rate and lower their overall power consumption."
LITE share rose 3.5% in pre-market trading.
Price: 76.00, Change: +2.56, Percent Change: +3.49
The EPIC Meeting on Beyond 400G at Microsoft will be postponed and we would appreciate your input. Would you prefer the new dates to be in July 2020 or in April 2021? Missed #OFC20 this year? Then this is the meeting for you! Give your opinion to when we should reschedule!
Autonomous vehicles aren't just automobiles, looks like the "Jetsons" will become reality, $1.5T industry by 2040...wow
https://www.cnbc.com/2020/03/06/the-flying-taxi-market-is-ready-to-change-worldwide-travel.html
March 31 to April 1 - PIC International conference chairman and presentation by Michael Lebby in Brussels, Belgium
PIC International Conference
Title: Increasing power efficiency with Electro-optic (EO) Polymers
Speaker: Dr. Michael Lebby, CEO
Date: March 31- April 1, 2020
Location: Brussels, Belgium
www.picinternational.net
April 28 to 29 - COBO/EPIC meeting at Microsoft presentation by Michael Lebby in Seattle, Washington
MSFT asking some employees to work from home...really hope these don' get pushed back and rescheduled, but possible.
Hoping our Belgium friends are well...
3/6/20
Belgium reports 59 new cases of Covid-19, doubling cases to 109...
I would think the possible disruption of future meetings could come Into play.
5k hr R/T?? crickets....
New website? nada....
Share price? .06 above 52 wk low...
feel free to add to list...hoping for a few crumbs out of San Diego...this is exhausting
Would be nice to make this list someday... Intel Supplier Awards
https://www.businesswire.com/news/home/20200305005827/en/
4/28/20
It would be nice to have the website refreshed for Noblecon and upcoming presentations, not to mention some R/T data....zzzz.... Rumplestiltskin singing off....
To that point, todays volume as of 3:18 pm 45,869...
How many weeks has the Careers page been blank now? It was mentioned that someone got a reply from Karen that she just hasn't updated the page (or something to that affect?) Seems odd that it still hasn't been updated? New website coming maybe (MZ?) All positions have been filled?
from your lips to Gods ears...
Superb commentary, not sure what your current employment status is PG, but have you ever thought about submitting your resume to ML? As much as I would hate to loose your input on the board, I think you would be an excellent addition to company.
"The mission of the Advisory Board will initially be to increase our Company’s outreach into the datacenter interconnect market and later to support expansion into other billion-dollar markets.".
It's that last sentence that gets me excited.
But we have to crawl before we can walk...#test results
Thx x, I'll take that, better than not being listed as an approved vendor. I'm happy just to know they know who we are.
It is curious that Applied Optoelectronics and Neophotonics are also listed as suppliers?
Very good question...
.B. Maverick
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17+ years of experience as an active trader, commodity futures broker, and stock market analyst
10+ years of experience as a finance writer and book editor, specializing in subjects that include forex trading, finance, and business
Novelist, scriptwriter, and author of psychological thriller A Cross of Hearts
Experience
J.B. Maverick has over 17 years of experience as an active trader. He is a former commodity futures broker and stock market analyst. His career took a turn in 2007 when he began writing about is forex trading and, since then, he has written extensively on trading, finance, and business.
J.B. has published hundreds of articles on the stock, futures, and forex markets, a book on futures trading, and he has also penned a psychological thriller called A Cross of Hearts. Other areas where J.B. expounds are political, social, and religious commentary. One project is a film script for a movie about the life of legendary trader Jesse Livermore.
Education
J.B. has a Bachelor of Science in psychology.
x, I have a great respect for your input, may I ask your take on LWLG being listed as a TESLA supplier? How is this possible? We don't even have the 5k hr R/T results yet. I'm probably getting my hopes up too much about this, but it is a game changer if we can confirm it.
On topic, just out...
February 7, 2020 07:34 AM ET (BZ Newswire) -- News
Tesla Inc. (NASDAQ:TSLA) has filed a patent for a new steering wheel with three touchscreens and technology that replaces the need for the gear stalk.
What Happened
The patent summary describes the steering wheel in which the user interface is provided on ‘at least one portion’ of the steering wheel.
“The user interface recognizes gesture movements made by a user and allows navigation of a set of controls associated with a menu based on the gesture movements made by the user.” Touchscreens on the steering wheel would be able to give haptic feedback.
According to the patent in vehicles that support autonomous driving inputs such as handwriting or complex gestures may be available. These types of inputs would be deemed ‘too distracting’ when used by humans, even with driver-assist functionality.
The patent application lists Felix Godard and Joris Aerts as the designer and engineer for the new concept steering wheel, according to Electrek. Godard has since left Tesla for Lucid Motors, Inc. Aerts, too, has left the company.
Why It Matters
Tesla wants more drivers to keep their hands on the wheels. The company has even added nags in the past to force that behavior.
Other manufacturers too also toyed with the idea of touchscreens in the past to keep drivers engaged with the steering wheel. Automotive technology supplier and tire manufacturer Continental AG (OTC:CTTAY) showcased touchscreen technology in 2016 that allowed for gestures instead of the usual buttons or touch-sensitive surfaces on steering wheels.
So now we are part of SpaceX too? All kidding aside, I emailed Luke and Karen, not that I expect any anything of substance to come of it. Maybe we can go right to the source, Investopedia, where did they get this information??
Safe to say he can afford it, especially now. If you listen to Kathy Wood of Ark Invest. a major part of her bullish thesis for TSLA is the autonomous taxi potential. I've heard her say several times that this will be an enormous driver for TSLA unit volumes and revenue generation. If LWLG can play even a tiny role in this paradigm shift, we are in for a ride. I keep getting the image of that silly robot taxi driver of the autonomous taxi in that Shwarzenger movie "Total Recall". There must be a way for us to find out how (confirm) LWLG came to be listed as a supplier??
I know it was discussed earlier (being a Tesla supplier) but this is the first time I opened the link. This is an incredible piece of information and I can't wrap my head around how this is possible. Can we open this up to the board for further discussion. The implications of this can be enormous if confirmable.
Excellent, Thanks jeunke22!
This is EXACTLY what Applied Materials specializes in, we need to talk to AMAT.
"Our electro-optic polymers can be integrated with other materials platforms because they can be applied as a thin film coating in a fabrication clean room such as may be found in semiconductor foundries. Our polymers are unique in that they are stable enough to seamlessly integrate into existing CMOS, Indium Phosphide (InP), Gallium Arsenide (GaAs), and other semiconductor manufacturing lines."
As impatient as I am, anxiously awaiting news regarding the reliability testing, I understand it takes time to play out. As ML said, the big players want data, data and then more data.
Delivering the Next Billion-Unit Computing Platform Requires Industry Collaboration
by Kevin Moraes
Jan 31, 2020
_____________________
“Apart from performance, I think there are two other things which EUV is not going to solve,” added Bala Haran, Master Inventor and Director of Silicon Process Research at IBM Research. “One is reliability. Especially for high-performance compute, reliability is extremely important. And that's a materials challenge. The other is routability. Design routability improves with EUV, but it's not completely solved.”
______________________
In order to address the PPAC requirements of a diverse set of applications, Applied Materials believes the industry needs a new playbook for semiconductor design and manufacturing. This new playbook involves a combination of approaches including new system architectures, new 3D structures, new materials, new ways to shrink transistors and new ways to connect chips together with advanced packaging.
http://blog.appliedmaterials.com/next-computing-platform-requires-industry-collaboration
I sincerely hope ML is talking to AMAT!
4 more photos...
@EPICassoc
Fruitful discussions with astonishing views. EPIC VIP Networking Lunch in #SanFrancisco
@EPICassoc
Thanks for hosting us Michael!
Photo on TWTR, ML, Jose Pozo, and ??
Indirectly yes, see slide 8 of the AWS presentation that proto posted...post # 52210
Lumentum (LITE) just halted news pending...
Just glancing over our 3rd advisory board member...Illumina, Intel, Lumentum, Toshiba....nice!
Craig Ciesla is currently the Vice President of Advanced Engineering in the Research and Technology Development group at Illumina, the leading provider of DNA sequencing and array technologies. There he leads a team driving innovation in optics, microfluidics, electronics and nanofabrication. Prior to Illumina Dr. Ciesla was Vice President of Engineering at Kaiam, where he was responsible for the development and production of 100G transceivers for the data-center market. He was also the founding CEO of Tactus Technology, an innovator in the user interface industry, where he was the co-inventor of Tactus’ polymer morphing screen technology. Before Tactus he had a variety of roles at Intel, JDSU (now Lumentum), Bookham (now Oclaro) and Ignis Optics developing a wide range of products in the fiber-optics market. He started his career at Toshiba Research Europe, where he performed early terahertz images of skin cancer. Dr. Ciesla holds a BSc (Hons.) in Applied Physics and PhD in Physics from Heriot-Watt University in Edinburgh.
Some ML quotes of last 2-1/2 min of webcast...
*gonna be a really good year for us
*LWLG I believe is a great place to put money
*reason I'm excited is an opportunity from our perspective that's just gonna take the internet to the next level
*we've positioned the co. to do very well from a business standpoint
*on a technology level it's really, really exciting, we're sitting on a technology where mother nature really works for us
*were sitting on a technology to take the internet faster at lower power and that to me is really exciting
to be continued...:)
New Products and Capabilities
*Electro-Optic Modulators for Ultrafast Lasers: II-VI’s electro-optic modulators enable ultrafast lasers to generate a series of highly controlled energy pulses at rapid intervals to achieve precision machining tasks such as scribing, drilling, and marking at a very high speed.
https://www.ii-vi.com/news/ii-vi-incorporated-to-showcase-a-broad-portfolio-of-product-and-technology-innovations-at-photonics-west-and-bios-expo/
It was disrespectful of me to not show his full bio...
Thomas E. Zelibor, Rear Admiral, USN (Ret) has served as our Chair of the Board of Directors (non-executive) since May 1, 2017. Previously, has served as our Chief Executive Officer and Chair of the Board of Directors (executive) from May 2012 to April 30, 2017. Mr. Zelibor also previously served as Chair of the Board of Directors (non-executive) of our Company since October 2011 and has served as a director of our Company since July 2008. He also previously served on our Operation Committee. Mr. Zelibor is currently the Chief Executive Officer of the Space Foundation and a director of Nuvectra Corp. Mr. Zelibor previously served as the Chief Executive Officer and President of Zelibor & Associates, LLC, a management-consulting firm and as the Chief Executive Officer and President of Flatirons Solutions Corp. Prior to that time, Mr. Zelibor served in the U.S. Navy in a number of positions, including as the Dean of the College of Operational and Strategic Leadership at the United States Naval War College where he was responsible for the adoption of a corporate approach to leadership development; Director of Global Operations, United States Strategic Command; Director, Space, Information Warfare, Command and Control on the Navy staff; Department of the Navy, Deputy Chief Information Officer (CIO), Navy; Commander, Carrier Group Three and Commander, Naval Space Command. Mr. Zelibor earned his bachelor’s degree from the United States Naval Academy and has been a participant in the Senior Leader in Residence Program and a visiting scholar for the Zell Center for Risk Research at the Kellogg School of Management, Northwestern University.
?
LWLG...
Thomas E. Zelibor, Rear Admiral, USN (Ret) has served as our Chair of the Board of Directors (non-executive) since May 1, 2017. Previously, has served as our Chief Executive Officer and Chair of the Board of Directors (executive) from May 2012 to April 30, 2017.
IIVI...
Marc Y. E. Pelaez, Lead Independent Director - Rear Admiral, United States Navy (retired)
Mr. Pelaez is a Rear Admiral, United States Navy (retired). Rear Admiral Pelaez is currently a private consultant to defense and commercial companies. He was Vice President of Engineering, and later Vice President of Business and Technology Development, for Newport News Shipbuilding, from 1996 until 2001, when it was acquired by Northrop Grumman Corporation. From 1993 to 1996, Rear Admiral Pelaez served as Chief of Naval Research. He served as the Executive Assistant to the Assistant Secretary of the Navy (Research, Development, and Acquisition) from 1990 to 1993. From 1968 to 1990, he held numerous positions, including command assignments, in the United States Navy. He is a graduate of the United States Naval Academy. Rear Admiral Pelaez has a broad background and understanding of technology and technology development, a seasoned knowledge of military procurement practices, and management leadership and consulting skills developed throughout his military and civilian careers.
II-VI will be organized into two segments called Photonic Solutions and Compound Semiconductors. These segments will be led by:
Dr. Giovanni Barbarossa – Chief Strategy Officer, II-VI Incorporated and President, Compound Semiconductors
Sunny Sun – President, Photonic Solutions
https://www.ii-vi.com/news/ii-vi-incorporated-expands-compound-semiconductors-and-photonic-solutions-platforms-with-the-completion-of-the-finisar-acquisition/