is...(lightning strikes only once unless you remain standing where you shouldn’t be.)
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One thing we know for sure is that whoever has signed the commercial deal with LWLG has received their first shipment of PERK.
It highly unlikely they will be making their own devices in their own lab.
The likelihood is that a “qualified” foundry will be manufacturing the devices for this first commercial client using the PDK established by Lightwave and this foundry. I don’t see any other way around this.
All this talk about qualifying a PDK for production purposes and acceptance by foundries falls to pieces when commercial deals are signed and the PERK is sent off for production purposes and expected revenues will come in from the sales of the products sold.
I won’t engage in speculation about what qualified might mean and what “signing off by foundries” might mean (created nonsense by some poster) that ignores the obvious truth that the first products are going to be manufactured at a foundry and items sold to a client through PDK’s developed by Lightwave and a foundry.
I stand by the statement that the PDK’s are “operational” and because they are, somebody is about to use a foundry with an operational PDK to make devices that will be sold.
This is fundamental….. you order PERK and then use it to manufacture products to be sold. The only PDK’s that are operational are in 2 foundries ….. foundry A in USA and Foundry D in Europe.
Best to longs.
L_R
I am done with my responses…. I have accomplished my mission.
Back to ignoring.
L_R
Sure. Follow this link:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173420167
L_R
It doesn’t mean the foundry has signed off on a final PDK
TP is ignoring the screen capture I have provided that indications clearly that Foundry A and Foundry D have operational (front end) PDK's
He is unwilling to address this OBVIOUS truth.
L_R
TP:
Why do you COMPLETELY ignore the obvious...... the first screen capture where it says the PDK's in Foundry A and D are operational. Explain your unwillingness to address the first screen shot.
L_R
Yes and my bet was less than 7 days. Nobody would take up my bet.
L_R
TP:
Why do you interpret the 10Q like you do? Your interpretation did not take into consideration at any time what was clearly presented on the company’s presentation early in 2023.
L_R
YouTube is one source and the other is from Lightwave’s web page
L_R
Dice:
For your information:
Operational PDK’s at 2 foundries were displayed on a presentation slide in early 2023. I did a screen grab not long ago. One foundry in the USA and One in Europe both showing “operational” adjacent to these foundries (A and D). Likely this is front end PDK’s. As to back end , we can discuss this later.
Now as to seeking acceptance of PDK’s in foundries, the context of this is displayed on a slide I was reviewing recently. I also did a screen grab showing 2 axis with the names of small foundries in the lower left quadrant and with the names of larger foundries in the upper right. This clearly indicates a progression of acceptance of PDK’s in foundries.
Using this as the context of what “acceptance of PDK’s in foundries” means in the 10Q it is clear from all of what is written above we have a progression of acceptance of PDK’s in foundries………and we are not looking at first Acceptance in a foundry.
Everything needs to be interpreted in “historical” context and this can be obtained in the presentations.
L_R
you know it could be that some think significant news is near.
But nobody can confirm that just yet.
L_R
Think what you will Dice.
Say what you like.
Bottom line is:
Lebby is not going to jeopardize his international reputation as a leader in photonics by making statements in a press release that will tarnish this reputation.
He believes what he says before he puts it into print.
He does not make statements that have the potential to destroy this reputation.
Do I believe what you say about him or do I believe what he says about signed contracts.
Easy choice.
L_R
Dice:
I predict you will be disillusioned with any press release that comes from lightwave logic at this juncture.
I on the other hand I will see significance with each deal signed.
Each shipment of PERK is a step towards production then mass production.
PDK’s are a non issue until you deal with the phrase “extremely high yields in > 1000 poles devices".
You can interpret information from what the company puts out anyway you want until you deal with this phrase.
I have comfort and confidence in looking at two different slide presentations on the PDK's where older presentations show "in process" for all 7 foundries then later the slide presentation in Dec 2022 shows only 5 foundries "in process" with 2 foundries no longer displaying "in process" meaning simply that the process is over with in developing a workable PDK. No other way to read that. One in the USA and one in Europe and latest presentations show > 2 foundries.
Deal with it Dice.
L_R
All I want is to quote you and repost your quote at a later date and you can do the same. I have skin in this game via my investments. I win or lose on that. It should be enough.
L_R
My prediction is a signed deal. Meaningful was not in the prediction. That is all and by Jan 31st. I can live with being wrong.
Now let’s see you say there will be no signed deal by Jan 31st and drop the meaningful game. Stick with what I said.
L_R
I will put up 100 USD, in a bet with you, that there is no meaningful agreement by March 1st,2024.
I expect a signed agreement no later than Jan 31st.
If I am wrong I am wrong. I can live with that.
Would you like to make a prediction that nothing will be signed by Jan 31st or are you a gutless poster who can never be proved wrong on a message board. Let’s see your manhood Dice.
Let’s see some skin in the game.
L_R
No conversations will be had about operational PDK's until a proper response is provided to the phrase below:
"extremely high yields of > 1000 poled devices"
L_R
Coherent has a DSP that I believe Lightwave could improve upon.
Just my sixth sense..
L_R
Oh come now…..Lebby indicated they are quite far along in their negotiations for more commercial deals. (Plural) and they hope to close something before year end.
Let’s pretend he does not…. Then he will close soon after. Nobody makes such statements just to make investors happy in the short term. All credibility will go down the drain. Lebby’s reputation means something to himself and to the industry and as far as reputation in the industry is concerned, he would never take the risk to make such a statement without some substance behind the press release and statements.
L_R
He’ll be back soon. I have a bet on that he could not possibly be away more than 7 days.
L_R
I have not posted nor mentioned this before about the “Late Lebby Effect”…… but last year the investor’s letter was “late” coming and it mentioned 2 foundries with operational PDK’s.
Then we experienced another “Late Lebby Effect” with the final closing and signature of their first Commercial Contract just before the ASM.
I wonder if we shall experience yet another “Late Lebby Effect” this December? It would be a wonderful “Happy Holiday Greeting” for all Long investors.
L_R
Now that makes sense.
L_R
KCCO:
You want to take me on for a $5 bet?
7 days max. TP will return before then.
😉
L_R
Smart response / reply.
L_R
No idea who that could be! 😜
L_R
Programmers are using AI to do some of their low level programming and in a case that I am familiar with …. A family member in the IT field uses AI as if it were a junior programmer. He estimates that it saves him 1-2 hours a day in programming time. Just an additional thought here.
L_R
You did this last time the SP increased.
Went quiet, played the "this stock might make it .... maybe but doubt it" and
When the SP peaked...... started talking pretty about the potential (just a wee bit) and
As it started to sell off........ went back to bashing.
Nothing but a momentum trader.
Out for yourself and your ill gotten gain.
Beware all newbies,
L_R
$20 but that is when I am asleep and dreaming.
L_R
We were informed by the investors letter that Lightwave was being asked to make prototypes from various sources. I believe this is because there are those who wish not to be left out of what the polymer promises. This request to build prototypes is a clear indication that there is a push on for solutions made by polymers.
Just saying,
Nobody wants to be left behind..... nobody.
L_R
I believer there were 2 sending back modulators....... one from the USA and one from Europe.
But last presentation showed >2 on the slide presentation so we likely have 3 or 4 foundries sending modulators to Lightwave at this point. JMO.
L_R
"Can you afford to ignore this technology?" The other side of the coin.
We can ask the same question about Lightwave.
"Can you afford NOT to be invested in this stock when the train comes in and another commercial deal of magnitude is inked".
The fear of missing out is palpable.
L_R
And as you say this is handled in packaging as PI indicates here:
Photonics Packaging
The assembly and packaging of photonic devices requires highly efficient production systems. The alignment is one of the biggest cost factor when producing these components since the it is repeated several times in the production process. PI's revolutionary Fast Alignment technology has been unsurpassed for these challenges.
And while we are at it here is a quote about PI solutions.
PI's Fast Multi-Channel Photonics Alignment (FMPA) systems are based on a highly specialized digital motion controller (E-712) and a hybrid active alignment mechanism to achieve the required long travel ranges without sacrificing stability, resolution or alignment speed.
Independent companies like PI address the issue of coupling and provides excellent solutions for the industry. I don’t see alignment as being a problem in any way to the mass production of photonics devices with PERK on board.
If you look at what PI provides it becomes clear that they have got this under hand.
L_R
I have 32 red flags that instantly pop up against TP being "head of investor relations".
L_R
Well said.
L_R
I believe you speak on behalf of dozens of investors here that think what you wrote!
L_R