is...(lightning strikes only once unless you remain standing where you shouldn’t be.)
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Carlin:
Thank you.
One thing is sure you hire a Human Resources Person IF you plan to advance any further.
That is about it.
But thanks for being on your toes and finding and posting this.
L_R
And how will the hiring of a Human Resources person help the company to grow?
Just wondering.
L_R
You were asking about the timing of Nividia’s next generation devices which is 2025. The transceiver industry is looking for solutions starting next year for production and high volume mass production the year after.
It appears you don’t understand your own question and most definitely the answer to that question.
Run TP Run
Ba ha!
L_R
Generally I like to avoid stupid questions.
L_R
Ba ha!
Simple: Lebby wants the Lion’s share and that is exactly what he will get.
L_R
Next generation for Nividia is forecast to be 2025 max.
But of course we are talking about transceivers to relay the data around the data centres.
One must be careful not to mix the oranges of Nividia with the apples of transceivers in data centres.
You have a lot to learn.
Tch tch.
L_R
It doesn’t mean there’s been any sea change within that company. It doesn’t mean they’re planning on making any major change in the next year or even the next five years to incorporate photonics as offered by these speakers in a big way
Each generation of Nvida’s GPUs has doubled the IO via the custom NVLink interconnect. Nvidia likely can only do this 1 more generation before it significantly impacts their processors energy efficiency. Due to the nature of how new AI models have been exploding in parameter count, Nvidia is stuck in between a rock and a hard place with performance and power.
Nvidia needs co-packaged optics to continue to scale in AI..
Co-Packaged Optics (CPO) is an advanced heterogeneous integration of optics and silicon on a single packaged substrate aimed at addressing next generation bandwidth and power challenges.
The photonics start up community is not present, this is clearly a meeting where the big industry giants set the standards for the future and where only selected and promising prospects are invited.
And is Lightwave Logic there?
L_R
What we know for sure is that he has modulators coming back from foundries that were next put through rigorous ALT (accelerated life testing) and these results have been presented in early October at ECOC.
Foundries don't make prototypes but rather Lightwave first makes the prototypes and then has them replicated in foundries by utilizing the PDK's to make the modulators. Anyone who says otherwise is fabricating stories.
Seems to me that is enough to indicate there are working PDK's in two foundries since he indicated these were coming from foundries (plural).
I don't believer Lebby wants to give out any information about how many foundries have working PDK's and for the reason that he wants a jump start on the entire polymer industry ahead of any upcoming competitors.
L_R
We need people of diverse backgrounds to make contributions worthy of reading.
L_R
Ted has been buying.....
1000 at $6.00 (the first half)
1000 at $4:15 approx (the other half) (smart move)
Ted can't deny this as I have the links.
Newbies should follow Ted's lead and do the same thing.
If newbies buy around $5.00 you will have the same average price as TED
And will be just as smart as Ted.
Keep in mind that Ted may have bought at higher prices too.
We just don't know but:
"We can discuss something as true even if we don't know it is true"
L_R
KCCO:
I am really interested what other components could go in these transceivers.
The complete transceiver layout is going to be VERY interesting.
This is another reason I think the market will sit up and take notice.
L_R
My understanding is the size of the modulators allows for the transceiver to have free space to develop and place in more functionality.
Care to elaborate on this KCCO? It is not something we really address in discussions on this forum.
Seems to me that there is more to this than just speed, size and low power.
I remember Lebby commenting on this free space.
L_R
He or the bot should relax.
He bought 1000 shares at $6.00 then at the low of $4.12 he bought the other half..... 1000 shares or something like that.
Total of 2000 shares.
He should be just fine if it goes to $100 a share.
No panic.
L_R
Let's see you quote 1 (one) industry standard for testing EO polymers as to sample size and hours of testing required.
Just one quote from a qualified paper from any standards papers.
Just one
Just one
Just one.
Run TP Run.
L_R
Do you know what a burn in test is?
It most certainly not how long the modulators were running.
2500 hours at extreme conditions is well beyond industry requirements.
And yes some tests ran that long.
But other tests ran over 9000 hours.
Go read the slides of the presentation (probably your first time).
L_R
Ha Ha. I nearly posted the same a couple of days ago.
L_R
Furthermore each new iteration of Perk brings about improvements to its characteristics.
What this likely means is it will advance those characteristics until the stability will rank number 1 along with all the other metrics.
We have yet to see how Perk 6 will perform.
L_R
We must remember that the polymer is additive. This means that whatever exotic material is used to make the device will be enhanced by the addition of polymer to the device.
Or we can state it another way….. this likely means that any weaknesses that the exotic material has will be strengthened by the addition of the polymer….. the best of both worlds is achieved.
So we shouldn’t view the polymer as a stand alone solution but designed to be incorporated into any new developments in the industry. Therefore it is not in competition to other devices but supplementary and complementary to that design.
It makes good designs better.
This is why we will win. This is why we will be ubiquitous.
L_R
F2:
Now if you put what Lebby said at Wainwright presentation and what KCCO posted, we understand there are or were 3 different types of devices with PERK inside that were demonstrated at industry conferences.
Best to you F2,
L_R
F2: I acknowledge KCCO for this post.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172963921
L_R
F2:
This from KCCO:
I reviewed the ECOC 2023 white paper submissions prior to the conference and I found one in particular from Nokia that demonstrated a plasmonic ring resonator modulator. This was a familiar device, because it was a structure that we’ve already seen Polariton create with LWLG’s materials. This paper was on Polariton's website for their ECOC activity, ………….
L_R
F2: first:
We pray for the safe return of your family. Safest place to be would be in the old Jewish quarter part of Jerusalem. Very Unlikely to have a rocket strike there. Too close to the mosque.
As to the other question, I recall there was a demo of the 3rd item but I do not recall immediately who that was although a name was given. I’ll dig back and try to find it.
L_R
Here are some definite clues that the presentations at the ECOC (looks like) had Lightwave's polymers in those devices that were demonstrated at the conference.
I quote Michael Lebby in his presentation:
These are companies that have used our material into their designs, their device designs, and simply achieved world records at international conferences.
So it just gives you a third party idea that the quality of our material is really good. And some of these designs are silicon slots, plasmonic slots, plasmonic ring resonators So, these different companies are using their own unique designs and getting world-class results. And these are presentations at industry conferences, not just academic.
You belong in the first quartile.
L_R
"He will state what he believes even if he doesn't know it is true."
Regardless it will all be based on inferences.... not facts that are known.
We can discuss what is true even if we do not know if it is true.
50/50 sounds like a short term trade scenario.
90/10 sounds more like the trade is over now.
But I won't judge you on that.
"I can believe what I want even if I don't know it is true."
L_R
What happened to your 50/50?
L_R
Excellent source of information.
Anybody and research these links and make up their minds about what is happening.
Thank you.
L_R
No.
Lightwave is following industry standards in testing.
If you think otherwise please post your findings from industry standards that you have read up on.
There are a few of us who have read these standards and you have not.
Do you homework and stop guessing and start reading.
L_R
KCCO:
I have no doubts that Lightwave is following required standards of testing.
Best to you,
L_R
I just finished reading Cisco's sample size requirements meeting telecordia's standards for testing.
Cisco must be pretty stupid to run sample size of only 11 active optical devices..
Come on TP you are a mathematician so you are educated.
Now start reading about Telecordia's testing requirements.
Cisco only uses a small sample size of modulators coming out of foundries for testing and this meets Telecordia's testing sample size requirements.
If you haven't read these Telecordia requirements then don't imply the sample size is too small.
L_R
TP:
I don't think this is your domain of understanding...... testing, sample sizes, Telecordia standard testing requirements.
Cisco (for example) uses a sample size of 11 devices for active optical components/ modules.
Now that is a very small sample size for testing but....
If you run those samples for several thousand hours you get lots of data coming back because you are running multiple tests. Then you are testing many factors under these extreme conditions.
According to Telecordia standards that Cisco follows, a sample size of 11 is just fine.
These meet the requirements of Telecordia GR-1221-CORE, Issue 2 requirements and Telecordia GR-458-CORE.
I just don't think that fabrication in foundries and telecordia testing is something you know much about.
L_R
He bought shares sub $4.50 in case he is wrong. He also said he wasn’t trading.
He also plays the options angle betting against success.
What he believes:
I believe they have a lab and are working hard.
I believe Dr Lebby has good credentials.
I believe there is a large market opportunity for the company.
I believe the directors are top-notch.
I believe they have made some exciting discoveries and progress.
I believe the industry needs solutions that Lightwave might one day have.
BUT, he also believes:
The company has a terrible track record and Dr Lebby's timeliness are notoriously unreliable
The company misleads its investors on its progress
The company hides behind excuses that are likely not true
Management is money-hungry
ALL indications outside of Dr Lebby are that the 'in the know' market doesn't believe anything big is around just around the corner
Lightwave is one of dozens of competing approaches to help the industry with its current bottlenecks.
So he doubts himself, plays both sides of the table. So he can never be wrong.
Right now he is bi-Polar-iton”
Or buy Polariton.
So he bought shares sub $4.50 in case he is right about being wrong.
And he wants newbies to follow him?
L_R
Yes he bought shares below $4.50 and also said he is not trading. Next he tells newbies not to buy because it’s going down down down.
Who buys shares and does not trade them then tells all newbies not to buy. He is going to save them from disaster.
He might be bi-Polar-iton.
L_R