is...(lightning strikes only once unless you remain standing where you shouldn’t be.)
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Did you read that TP:
the chips are coming back showing great performance and the Yields have been exceedingly high.
Polariton isn't a foundry. Reread the prior post.
L_R
As I said........ you quote posters on this board and post links that prove nothing about a commercial agreement between LWLG and Polariton.
Pure speculation. We know nothing and "we" includes you.
L_R
This is an example of how you operate.
Since there is no press release indicating who the deal is signed with then there is no way that you can say for sure that Polariton has signed a deal with Lightwave.
Polariton could be selling a product of their own without the use of PERK.
Somehow you would have to prove that the product they are selling has PERK inside.
You can do better TP!!!!
(But then maybe my expectations of you are way too high....... I think they are somehow).
L_R
Other than from speculation on this board what verifiable proof do you offer to show that the first commercial deal was/is with Polariton?
Until proven this is a clear example of disinformation.
L_R
For a “newbie” you have done an excellent analysis of the company AND of Ted.
L_R
Why we MUST make a rapid move to reduce energy consumption by the IT industry. Innovations in photonics is going to be an essential part of the solution:
Research estimates that by 2025, the IT industry could use 20% of all electricity produced and emit up to 5.5% of the world's carbon emissions. That's more than most countries' total emissions bar China, India and the US.Jun 9, 2021
Newcomers will do the same as you….. buy at $6.00 and at $4.00 and anything below $1.00. You are their hero even though you are batting zero!
L_R
The guy bought at $6 and near $4 and wants to buy below $1.00.
He wants the stock period and loves the attention he gets ….. which is the main reason he is here….. the attention.
L_R
I am so glad that on a message board NOBODY gets to say “end of discussion”. What was written will be raised again and again. There will be no end TP.
L_R
Ba Ha. Good one.
L_R
You forgot to mention that he will become 30 times smaller as he posts 10 times faster and (unlike PERK 5) will use 2/3 more energy as he does so.
L_R
Really?
Additionally, no one here will acknowledge their grossly misleading information posted over and over and over.
Yes I know you are focused on The meaning of accepted in to foundry PDK’s but this is so easily could mean that he already has it accepted in 3 foundries and now he is going after as many as he can and so is:
currently working to have our fabrication processes accepted into foundry PDKs
Good point. So easily misunderstood isn’t it. I only meant the modulators sent back to Lightwave so they could go through the Accelerated Life testing process. So we are talking about those the industry can look at and make decisions about adapting these modulators for their own use.
L_R
I think people do not understand that a working PDK from a foundry allows Modulators to be made and sent back to Lightwave Logic.
In this sense it is operational. What on earth is a completed PDK?
No such thing until an OEM steps in an asks the T-1 for design changes for their devices.
This means the PDK will be adjusted for that particular OEM device and when done it would be considered completed for that particular design.
So in that sense the PDK is completed but only for that designed device. A new device means a new design which means an adjustment to the PDK.
There are individuals on this message board, because of their ignorance, manufacture complete nonsense in their discussions hoping the rest of us are taken up by this nonsense.
Enough already. Go learn.
L_R
TP would like to believe that the modulators that came from foundries were cherry picked for testing. No evidence for this whatsoever and how exactly would you “Cherry pick” for ALT accelerated life testing. You couldn’t possibly know which were the best or functional without first putting them through the ALT process anyway.
One has to explain how the foundries produced these modulators without a PDK whose files and methods are ported by Lightwave to foundries for PDK development to even make the modulators. The foundries are not into making prototypes. These modulators are coming back from operational PDK’s.
Good luck in explaining how foundries make and send completed modulators back to Lightwave for ALT testing without operational PDK’s
Best,
L_R
Steve Dice:
Well are you going to address the statement found in the presentation about “>2 foundries” or not? Or are you just going to ignore this very inconvenient truth and give it your spin?
L_R
Yes. The statement is ambiguous to interpretation. This is highly interpretive. It could mean that he is now going for a total of 10 foundries (with > 2 operational) or could be none are operational but the later fails to address the fact that modulators have come back from the foundries and have gone through ASL testing.
Why ignore what is clearly WRITTEN on presentation and focus on this statement alone that you quote? The interpretation needs to address all previous written statements and current statements to come up with a reasonable analysis of where we are with foundries.
Do you have any.explanation for this WRITTEN phrase on a presentation “> 2 foundries” when in fact we know he has been working with no less than 7 foundries?????? It needs an explanation! Please don’t ignore it as if it had no significance!
L_R
What is very clear is that Lightwave has been receiving operational modulators from foundries. Do you really think this was done without an operational PDK? I do not.
Then the phrase “> 2 foundries” is on the presentation in October. We know that he actually had 7 foundries developing PDK’s . So why not just say they have 7 foundries working on PDK’s.? No “> 2 foundries” have produced modulators so we have > 2 foundries with working PDK’s producing modulators. This means 3 or 4 as the likely number of foundries with operational PDK’s.
L_R
Jeunke22:
And of course we don’t see anything at all similar occurring with Lightwave Logic, it’s research and development, and large patent portfolio, it’s connections with industry giants, data centres and T-1’s and Lebby’s connections within the photonics industry providing a road map for the industry. None of these things will help in the least in bringing about ubiquity from obscurity. I think I am using satire, perhaps?
L_R
Exactly.
L_R
“He hired Atikem because he knows his [Lebby’s?] weaknesses.”
Or Perhaps we could say it another way……Lebby hired him because he knows Atikem’s strengths. Another way of making the overall team stronger. Chain link to chain link.
Senior technology marketing professional with extensive experience delivering revenue and market share growth for Fortune 100, mid-sized and start-up technology companies. Proven track record built on a unique combination of technology, financial and business skills derived from 20+ years of global technology and venture capital industry experience, as well as MBA (Darden/UVA) and technical undergraduate degrees. Hands-on experience in predicting and responding to trends, opportunities and risks in investments, and business start-ups
Specialties: * Deal screening on a global basis with particular experience in US and Asia
A smart CEO surrounds himself/herself with competent people who can do the job.
This is clearly happening in the company with the new hires this year.
Enough said,
L_R
This was expressed well.
L_R
Did you really write that?
Unbelievable.
I am going to bookmark this.
(You ruined it though with your conclusion.)
L_R
You are kidding right?
L_R
Using a market grader on a pre-revenue company? Silly!!!
L_R
You need to remember that Lebby is very good at the last minute announcements.
The investor letter from last Dec came out mid to late December indicating that operational PDK’s from 2 foundries….. one in USA and one in Europe.
Then last May ….. last minute ….. first commercial agreement with Perk sent out this past October.
I expect the same for commercial agreements……. Mid to late December.
It would not be unusual to see a press release this late in the year.
But then again, a press release at any time should not be unusual either. And wouldn’t that catch everybody off guard?
Just saying.
L_R
I see TP has not replied!
Perhaps the discussion is truly and finally finished?
It was a nothing burger all along.
L_R
Why don’t you change your name to “No News Tues”. Then you don’t even have to post.
All in good fun
L_R
Ted:
We know what he said.
But you certainly do not.
L_R
Well a PDK is the property of the foundry. Any client may ask the foundry to have the PDK adjusted for the device they want to produce so there would be collaboration with the client and the foundry. The Perk would be ordered from Lightwave by the foundry.. As far as I know this is the process.
I suppose in some cases no adjustments to the PDK would be required and the process would be straight forward.
But as far as production is concerned, we would likely hear from Lightwave on a 10Q about shipping of the PERK.
It is highly doubtful that Lightwave itself would have their own devices produced at the foundry then sold to a client. Too costly at this stage IMO. But that may happen further down the road. (Perhaps).
I am willing to be corrected on this information so have at it anybody else.
L_R
PDK’s clearly operational for some time now and > 2 foundries with operational PDK’s. Meaning 3 or 4 at least.
You can’t argue with this unless one simply wants to be dishonest and spread FUD.
L_R
Lewrock:
That is what we are waiting for. Just capturing one of those hyper scalers will do the job.
L_R
KCCO:
Ha. Good catch. Of course I meant this "coming" year 2024 :)
L_R
You are correct. You only need the transceiver completion to get the big bang that we are looking for and this is the year for its completion and production.
I would call that the "Big Bang" or at least one of them.
L_R
This indeed was funny.
L_R