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Thanks for sharing.
Jeunke,
This is a great post. Thank you for sharing.
Also in the last presentation by Jim Marcelli, during the Q&A session, I remember he said something to the effect that both Lebby and him agreed that they need to give more information to the shareholders.
I guess the bottom line is that only a deal will move the share price much higher. The good part of that is we existing shareholders will be sitting in our comfortable armchairs watching others chase the stock at a $ 1.00 and higher price.
Fingers crossed we get some good news in 2020.
The only possible explanation for Karen or Lebby not doing these presentations is that they are way too busy with more important stuff. And I can understand that, IF they are getting real close to satisfying their Tier 1 customer needs, and if they close a deal within 2020.
So think about it, Lebby must know how bad a public presentor Marcelli really is. So either Lebby does not care, because this is a failed experiment, or because it does not really matter in the bigger picture. All that matters is that we hit a deal.
They should definitely consider replacing Marcelli with another speaker, but WHO? Everyone is tied up.
If we get to the NASDAQ because of a much higher share price due to a deal, we will attract a lot of new buyers.
Just my humble opinion.
Th6565,
Are you saying that the "1 volt Driverless Modulator" is going to take much longer to develop?
I also noticed that Michael Lebby in his video interview last week said that we were at the "Prototype Phase", BUT not sure if he meant that ONLY for the 1 volt "Driverless Modulator"? He did not seem to want to say much at all about where we were in the "Customer engagement cycle" process.
I am hoping that other customers who are already evaluating our 50 GBPS Modulators are still moving forward with implementing and also"Co-Packaging" our material and devices as we speak.
Thanks.
As we wait for some REAL news, it will be interesting to once again hear Jim Marcelli do his investor presentation on this coming Wednesday. Lets hope that we get some NEW tidbits from him again this time.
I encourage all shareholders to ask some questions like we did last time, and maybe we will hear something new.
Good luck to us all.
Proto, I agree with what you say, but if not Jim then who would present? Obviously for whatever reason Lebby and Karen do not want to present (fingers crossed that they are too busy), that would just leave Tom Zelibor or can you think of anyone else?
I wonder how Michael Lebby feels about Jim letting slip small bits of information on these investor conferences. After all Lebby is the CEO and does have the right to reign in Jim if he wanted. But maybe it is intentional, to let Jim throw us some bones, and besides I am hoping that Lebby is too busy with Tier 1 customers.
Maybe we are really close to some new developments that will propel us forward, so management is feeling confident and want to give us little hints.
Wise,
Thank you for your awesome response. Much appreciated.
Initial "Design In" part of the Process
Can anyone comment on what kind of timeline generally (in months) does it take to get "designed in" to a product line?
Jim Marcelli at the LC Micro Investors conference stated something to the effect that they were moving as quickly as they could to get data back to their respective Tier 1 customers. So once they have completed that part, and the customers agrees to use our materials in their own design, how much time is needed for the "design in" part?
Thanks in advance.
Hopefully we have signed our last agreement with Lincoln Park. Fingers crossed that we get a deal soon, so that we can cut off Lincoln Park for good.
One way or the other based on what Jim Marcelli stated at the Investor Conference we should be hearing some updates soon as per his statement. Maybe it will just be a technical update, or maybe it could be some sort of pending commercial timeline news.
Good luck to us all.
Prototype,
Thanks for sharing the comparison. I see what you are saying. That is a nice game changing news event for POET Technologies. However I am surprised that the POET Share price has only gone up marginally on such news. I sure hope that when Lightwave Logic comes out with similar news that our share price jumps up by the dollars and not by cents.
Is the market share that POET is pursuing much smaller than the market that LWLG is pursuing? Is that a factor in low appreciation in share price for POET? I am not familiar with their Technology.
TH6565,
Thanks for sharing. Once they become majority shareholders, are their interests not aligned with us to also make money by appreciation of the share price or sale of the company? Or am I missing something?
Based on the latest presentation by Jim Marcelli, we are deep in the customer engagement cycle somewhere between "Limited Sampling" and "Design In"with several Tier 1's. So it would seem we are very close to some sort of external validation, partnership, or some sort of deal.
My question to everyone is that......
"Now that we have confirmation that we are so close to the end, and deals will happen soon with several companies, does this mean that we are past the point that some big Tier 1 would buy us out outright? Or is that still a possibility?
Thanks in advance.
Hi Dude Abides,
I for one look forward to your post later today to help us long time shareholders visibility to your insight.
Thanks in advance and much appreciated.
Also it could be possible that they knew that Karen would be too busy with the potential customers under NDA, and did not want to distract her from her intense role of being the bridge between the many companies technical teams and the technical team at Lightwave Logic.
Therefore bringing in MZ Group would be a good fit, especially once we actually get some deals or contracts.
Here are some positive thoughts....
I am actually glad that Jim Marcelli is presenting at this Investor Conference instead of Lebby, as it indicates to me two things.......
Jim might let a little more information slip through (maybe we get some titbits)
AND
Michael Lebby is too busy "deep in the trenches" on the Customer Engagement Cycle to be bothered to mess with Investor Conferences
Also telling that we have not heard a peep out of Karen, as she must be very busy assisting Lebby on the back end moving things forward with different potential customers.
Noblynx,
Thanks for your response. Much appreciated. And no I am not looking for a valuation lol.
But Lebby is certainly not tied to Intel, so why cant we go to the competitors of Intel and do deals with them. Surely the competitors would love to up one on Intel.
Noblynx,
Thanks for your post. So could you elaborate a little more on the following when you say "come down to earth in how you're valuing what you have."
Is it not in the best interest of Lightwave to rather do a deal with someone like Intel, rather than play hardball? I would think that if Lightwave were to be associated with someone like Intel, the share price would go crazy, and we would still continue to sell to other Tier 1's also?
Any thoughts would be appreciated.
Any thoughts from the tech guys on the message board? Could it be possible that INTEL might be using Lightwave Logic materials?
The co-packaged photonic engine currently exists as a functional demo at Intel’s lab. The demonstration at the conference used a P4-programmable Barefoot Tofino 2 switch ASIC capable of speeds reaching 12.8 Tb/s, in combination with Intel's 1.6-Tb/s silicon photonics engines.
“The optical interface is already the standard industry interface, but in the lab we’re using a switch that can talk to any other switch using optical protocols,” Blum said.
It’s the first step toward an all-optical input-output scheme, which Intel believes may offer future data centers a way to cope with the rapidly expanding data demands of the internet-connected public. For the Intel team, that means working with the rest of the computing industry to define the initial deployments of the new engines.
“We’ve proven out the main technical building blocks, the technical hurdles,” Fathololoumi said. “The risk is low now to develop this into a product.”
Jeunke,
Thanks for sharing. I guess that Lebby must feel that now is the right time to bring Dr Franky on-board, because it will probably help to have Franky advising in real time as the momentum picks up towards the end of 2020, assuming of course that we get some sort of product orders, co-development deal, of licensing agreement this year.
I think we will all feel a lot better once we get some sort of external validation from a buying customer. Until then we wait. I would feel very disappointed if they were unable to get some sort of deal or sales in 2020.
I am hoping that your guess that we will get some sort of sales this year comes true. We have all waited a long time. Something BIG needs to happen and propel this company forward.
Good luck to us all.
Th,
Do you still believe that LWLG will succeed or are you having strong doubts now? You have been a strong supporter for a long time.
We are all in "wait mode" ......for some news.....thanks to all the posters who keep hope alive and post lots of research and titbits. Sure hope we get some great news in the next few months. Would hate for this to drag on till 2021 without any news.
Good luck to us all.
Hi Richard,
Sorry if I am confusing you lol. Not my intention. Need to re-write my question lol.
I am basically just curious if he was brought in at this stage because we might have hit some obstacles with the current developments (with Companies that we have NDA’s with), or is he just additional fire power that we will be able to utilize going forward.
Thanks
Proto,
Thanks for your response. I guess what I was wondering is that if we are deep in the design in stage, then obviously we got there before Dr Franky came on board, so I was just wondering that is his role going to be more for things that will develop in the future. Or does he also play some important role in this late stage of the game based on where we believe we are with the “customer engagement cycle”.
Sorry if I am sounding confused.
Richard, would love to hear your thoughts on the new guy coming on board..... and in the scheme of “customer engagement cycle” is this normal to jump ahead on other projects before closing some deals.
Thanks for sharing Jeunke. Let's hope that LWLG does not have to wait years for acceptance from the market.
Fingers crossed that Michael Lebby gets us to a major milestone this year.
We need a courageous company to step forward and do a deal.
Hi Richard,
Good to hear from you. Let's hope that we are in that crucial "decision making moment by Tier 1's" , now that we have hopefully answered a lot of their concerns and they have enough data and proof that the Gooo is good to go lol..... :)
I wont take 10 bucks a share, but happy to sell at 20-25 bucks a share lol.... :)
Jeunke,
Are you still feeling optimistic that something good will happen this 3rd quarter?
Hi Juenke,
I wonder if your timeline of deals in the Third Quarter could get delayed due to all the slowdown with the Corona Virus?
I am getting nervous as I hope that some deal, partnership, or any sort of Third Party validation happens in 2020. We will all be disappointed if this gets delayed to next year.
Th,
Who are you referring to as the Third Parties?
You are correct Richard, average volume has gone up. I hope that is a good sign for things to come. I think we are all holding our breath for some good news that will move the stock price higher lol.
Having said that Lebby has moved the needle with all the progress in the last 6 months. The 1310 NM news was really awesome, but we all wait patiently for that first “order” or deal.
Hoping 2020 is the year it happens.
Hi Richard,
Thanks for your post. We all appreciate your updates on what else is going on in the market in regards to polymers. I do have a quick question IF you would indulge us.......just your opinion...
In the shareholder presentation Michael Lebby stated on slide 9 that Lightwave Logic would either.......
Sell Components...... Do Licensing........Or Technology Transfer....
At this late stage in the game when we have multiple NDA's in play, should we realistically ONLY expect that prospective customers would want either a Licensing or Technology Transfer deal?
As the prospective customers all are aware of multiple NDA's in place, would they be under pressure to sign something concrete, as opposed to ordering 5000 modulators to try out?
Thanks in advance.
Thanks Walter, I understand what you are saying now. Now all we need is that first Tier 1 customer to step forward and place their first order lol :)
Walter,
Could you elaborate?
Do you mean like trying to sell it to anyone off the street, or in the sense that they did a lot of fluff PR’s?
Hi Walter,
I hope all is well. It was exciting to see Lebby speak with a lot of confidence on the EPIC Conference call. Are you optimistic that something good will transpire this year or do you think we will need to wait till next year?
Thanks.
Hi Richard,
Please could you clarify what Lebby means when he says ......
"So that is really exciting for us because not only can we think about 1550 applications, but we can NOW really look at the datacenter"
I was under the impression that whatever devices we have been testing with our customers for the last year were for the Data Centers?
Please can you put me straight? I am sure I am getting something wrong lol....
Thanks.
So we can assume that Cisco is definitely not one of the companies we are working with under a NDA? But it does raise the question that we are obviously working with other Tier 1 companies, but no one has pulled the trigger yet on a deal , contract or product order.
To be honest I am kind of surprised that a company like Cisco is not under NDA with Lightwave to see the merits of our technology, as we are in some ways competition.
Oh well their loss, now we just need one Tier 1 to step forward and do a deal with Lightwave, and get us on our way.
Mc67,
We are all waiting patiently for that day lol.
But listening to the 2020 ASM presentation by Lebby, certainly does seem to give us hope and indicates that we are close to something , the fact that he shared that he wants us to "uplist naturally" to the NASDAQ, and his statement that TRL (Technology Readiness Level) level 8 and 9 "are coming".
We will all be very pleased to wake up one morning to see a first contract, co-development deal, Licensing or technology transfer contract.
I am hoping that one of the above happens in 2020.
Good luck to all longs.
80,000 shares in the first hour, not too bad. We can dream lol.