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Astro, that is hilarious:))
Bob Swan....
"they need the data to be faster"
"autonomous vehicles is the biggest opportunity we see"
"5G, AI and IE (Intelligent Edge...autonomous vehicles)".
"we'll be making smaller investments as well as larger investments as we see the opportunity unfold before us"
LightWave Logic
Engineered materials that break through the optical device speed barrier...
FASTER BY DESIGN
Intel CEO Bob Swan will be interviewed on CNBC this morning during the 11 am hour....
Strong quarter by INTC after the close on ROBUST data center demand!!
Hard to believe that video will be a year old in a few short months, how time flies. Take a look at the move Teradyne is making after hours, I wouldn't mind finding out we've been working with them for testing equipment.
proto, Thanks for re posting Stephen Hardy's article.... first chance I've had to read it!
Microsoft and Facebook say the advent of the 51-Tbps switch generation will mark the point at which such co-packing will be required.
To help meet this deadline, the CPO effort will aim to define open specifications for such elements as the electrical signaling interface, optical standard, optical module management interface, and reliability requirements. "The Co-Packaged Optics Collaboration will provide a customer-driven, system-level view of requirements for co-packaged optics," said Katharine Schmidtke, director, Technology Sourcing, at Facebook. "By sharing the specifications, we aim to develop a diverse and innovative supplier ecosystem."
"Providing the industry with a customer-supported set of requirements will create a stable, cooperative environment where suppliers can address one of the optical industry's most important technical challenges," added Jeff Cox, partner director, Network Architecture, Microsoft and executive director of the CPO Collaboration. "As co-founders of the Co-Packaged Optics Collaboration, Microsoft and Facebook invite customers and suppliers to join and collaborate with us."
Very much looking forward to this EPIC Mtg...
Confirmed speakers:
KEYNOTE: TBA, Intel, USA
KEYNOTE: TBA, Juniper Networks, USA
KEYNOTE: Michael Lebby, CEO, Lightwave Logic, USA
Ruth Houbertz, CEO, Multiphoton Optics, GERMANY
https://www.epic-assoc.com/epic-meeting-on-beyond-400g-at-microsoft/
AI and Big Data Are Disrupting the Semiconductor Industry as We Know It
by Regina Freed
Jan 13, 2020
"While they need some kind of logic element, they also require advanced optics and display technology, embedded nonvolatile memory, audio specialization, and a host of AI-enabled algorithms for computer vision, gesture and facial recognition and other information that must be sensed, stored and locally processed—all in a very small form factor with extremely low power consumption. "
http://blog.appliedmaterials.com/ai-big-data-disrupting-semiconductor-industry
Point well taken, those are bold and telling proclamations!
pardon me, looks like Jose speaks on Mon. the 13th....
Mon
13/Jan
15:30 h Mergers, acquisitions and investement José Pozo European Photonics Industry Consortium Who's buying who in photonics?
Jose Pozo, CTO, EPIC
I am excited to speak at the 4th Photonics Integration Week (PIW) on 14 Jan 2020 in Valencia (Spain) on Mergers, acquisitions and investment – “Who's buying who in photonics?”. For Detailed programme, visit: https://lnkd.in/eKA5Ahb #PIW2020 #photonics
Next Tues... Like I said, a fella can dream can't he?
https://piw.webs.upv.es/index.php/piw-2020-programme/
Final paragraph of the Open Letter to Shareholders Jan. 11, 2019...(was a Friday so maybe today or Mon.?)....
Looking forward
Our target markets in datacom, telecommunications, 5G etc., include fiber reaches that are over 10km in length. These markets are forecasted to grow significantly over the next decade. While participating in these markets we will explore opportunities in shorter reach markets that are in the 1-10 km lengths. We will not only scale our polymer modulator products both with technical specifications and high performance, but also in volume to bring the cost in line with customer expectations. The issuing of patents and patent applications that address advanced high bandwidth modulators with low voltage drive together with manufacturable low cost optical sub-assembly packaging will position our company and products well in our target markets. The combination of advanced technological solutions for this market-place as we move forward is perfect to commercialize our proprietary electro-optic polymer platform.
Thank you for your continuing support.
Michael Lebby
CEO
I don't think that would be wise at this stage of development. I prefer the route ML is taking in rolling up the value into a nice pretty package. Just my opinion.
Completely agree!
Thx for sharing that flyer, you are on it! Value of company increases with every new patent issued!
Had to look this one up:)
NRE
Non-recurring engineering
Description Non-recurring engineering refers to the one-time cost to research, design, develop and test a new product or product enhancement. When budgeting for a new product, NRE must be considered to analyze if a new product will be profitable. Wikipedia
Sep 18, 2019
Investor Presentation
https://s3.amazonaws.com/b2icontent.irpass.cc/2252/179007.pdf
A recap....
Sep 18, 2019
Investor Presentation
Investment Highlights
1. Communications transceiver market is expected to reach $27 B in 2025
Timing is ideal
2. Disruptive capability is based on fundamental materials invention
Three IP patents issued in the last week of Dec alone
3. In-house control of material supply, device fabrication, package design
We are calling the shots
4. Fabrication facility capacity in place for production; IP position allows freedom of manufacture
Production ready to begin at any time
5. Funding in place for 3 year runway at current rate; zero debt
Zero debt, zero debt, zero debt
6. Experienced management, board & advisors with track record in similar technology and industry
Best and brightest on our team
78.6 conveniently aligned with the 50 day 0.696
Looks like the 78.6 retracement was the objective 0.6885 mission accomplished, now lets get going! Maybe ML is waiting for the pros to return next week for the release of the 5k R/T results? Would be a shame to waste the release on a down tape with low volume.
Very good/informative post proto, that puts LPC into a more positive light for me!
Happy New Year!
Completely understand your position, it has been an arduous journey. Using AMZN as an example, think of all the holders that threw in the towel just before the stock went parabolic. Everyone needs to do that which will let them sleep at night. I'm not implying LWLG is the next AMZN but I'm not about to bail when we are first and goal on the two yard line. Michael, it's time for the play that gets us into the end zone! I'm looking for news/update within the next 2 weeks.
Was that the one pertaining to "protection layers"? Was wondering about that, Thx vein!
Not the pr we were all looking for, but a positive development just the same. Don't they say "good things come in three's?" Keep em' coming LWLG.
Thank you for clarifying that Rkf302.
We should see this mornings release pop up on MZ's Twitter feed shortly.
@MZGroupGlobal
31 MARCH - 1 APRIL 2020, BRUSSELS, BELGIUM
Increasing power efficiency with Electro-optic (EO) Polymers
Presented by Michael Lebby, CEO, Lightwave Logic Inc
There is a triple demand for increased power efficiency. Firstly, today’s applications are demanding lower power consumption. Secondly, as speeds increase, power consumption tends to increase, so more efficiency is needed to stay even. Thirdly, photonics integration is both an answer and a challenge for power: Integration as an answer minimizes the excess power needed for interconnection between functions which is very important, however, the challenge is that the greater thermal density that results from integration can be an additional reason power needs to be mitigated. Electro-optic polymers offer power efficiency due to their high electro-optic coefficients which lead to low voltage requirements for very high speed performance.
https://picinternational.net/abstracts
Anyone know if ML has been to New Mexico lately?:)
“Optical connectivity is the next-generation technology for moving data that everyone is seeking because of the immense growth in data transfer and processing,” Prouty said.
https://www.abqjournal.com/1089417/intels-rio-rancho-plant-develops-new-tech-niche.html
To clarify, was referring to a new website.
That's interesting proto, from what I see it appears MZ often times takes that first step when taking on a new client.
FWIW, We are sitting exactly on the 61.8% fib retracement(0.7422) of the upside 40% move from .62 to .94
I've been reiterating the idea that LWLG/MZ need to step up their game on Twitter. I can't figure out why they are dragging their feet. There's a tweet this morning about how Twitter has become "the go to" for medical research. That is a bold statement and an affirmation that the platform is very valuable in the field of research. You could almost put LWLG's science into the "medical research" bucket. It really is all about the science after all...
Yes,
@twitter
is evolving as a "go to" for science and medicine
https://nature.com/articles/s41591-019-0697-7
By Nicole Wetsman
https://twitter.com/EricTopol/status/1204109177074774018/photo/1
At the 2:29 mark ML answers that question "we see them being cost effective with competition"
Wish I had the recipe for the Gooo....
"Silicon has been the work horse for over 50 years, but we now see the growth of compound semiconductors which support possibilities that silicon cannot provide (figure 1). These materials combine two or more elements, and allow electrons to flow much faster, in some cases supporting processing speeds 100 times faster than silicon. They emit and sense light, generate microwaves, are sensitive to magnetism and are resistant to heat. They do all this and use only a fraction of the energy of a silicon-based solution."
A good read while we wait....
"Figure 3. 5G is expected to have download speeds of 10 Gbps, more than 1000x faster than 4G. A completely new infrastructure will be required to effectively transmit and receive that level of data reliably. (Source: Infineon Technologies)
Currently 5G requires approximately 4X more system power than 4G, and the additional power requirements—beyond what is possible with GaAs solutions—make GaN-on-SiC increasingly attractive."
http://www.appliedmaterials.com/nanochip/nanochip-fab-solutions/july-2019/the-future-of-power-needs-to-be-exotic
Climbed quickly to overbought territory last Wed & Thurs. brief air pocket below 200 day this morning, hoping 200 will provide support as we wait for any news. There will be profit takers with a 40% spike off .62, now we churn and consolidate until a news event.
Intel Acquires Artificial Intelligence Chipmaker Habana Labs
9:00 am ET December 16, 2019 (BusinessWire) Print
Intel Corporation today announced that it has acquired Habana Labs, an Israel-based developer of programmable deep learning accelerators for the data center for approximately $2 billion. The combination strengthens Intel's artificial intelligence (AI) portfolio and accelerates its efforts in the nascent, fast-growing AI silicon market, which Intel expects to be greater than $25 billion by 2024(1).
This is why ML is such a strong believer in IP protection...
https://www.wsj.com/articles/cisco-wins-legal-challenge-in-battle-against-chinese-counterfeits-11576494003
I've lost count as to how many times I watched the ASM replay from May, but it never gets old.
It's been mentioned many times but the nominees for the PIC Inter. Best Achievement in a pic platform Award that LWLG beat decisively (over 10k votes) were:
Intengent
Rockley Photonics
Teem Photonics
EFFECT Photonics
Infinera
Intel Corp.
Broadcom
When ML was answering some shareholders questions one of the question was:
Do the big players know who we are? (to that affect) and ML responded "Yes" and the PIC Award helped immensely in getting us recognized.
ASM was seven months ago this Tues. a lot can happen in 7 months. Soooooon!