is...(lightning strikes only once unless you remain standing where you shouldn’t be.)
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Lewrock:
Likely more. I added below $4.50 like I said I would.
L_R
No problem if you don’t buy the logic. You can express a contrary point of view if you like.
When it comes to the newest technology the foundries don’t want anyone else to know what they are doing. This is a multi-million and very competitive industry. They hold their cards closely.
If you don’t see it well just do some more reading. I am not going to repost all the links I posted already.
Perhaps I suggest that we could Google the secrecy of foundries etc etc to see that when it comes to something radically new in tech they don’t know want other foundries to know about it.
I buy it because I have done some extensive research.
Best to you,
L_R
To all those posters who keep demanding Lightwave reveal their foundry names:
Just consider this PLEASE.
People need to stop demanding Lightwave to reveal their foundry partners. Here is why!
Abstract—For over twenty years, silicon foundry Process Design Kits (PDKs) have been a domain of secret knowledge, non-disclosure agreements (NDAs), license servers, and password- protected download sites.
Foundries that are on the cutting edge of process technology tend to be very closed and tight-lipped and are not expected to take seriously the idea of making their foundry data public.
While the competitive nature of cutting-edge processes means that the newest and most expensive processes will remain proprietary and very closely guarded,
No. And People need to stop about demanding Lightwave to reveal their foundry partners. Here is why!
Abstract—For over twenty years, silicon foundry Process Design Kits (PDKs) have been a domain of secret knowledge, non-disclosure agreements (NDAs), license servers, and password- protected download sites.
Foundries that are on the cutting edge of process technology tend to be very closed and tight-lipped and are not expected to take seriously the idea of making their foundry data public.
Operational PDK’s are the property of the foundries and they will never release this information to the public at anytime. Fact!
Asking for Lightwave to reveal what the foundry will not is inane.
All Lebby could say is they were getting back the modulators from the foundries.
All Lebby could put up on a slide is :
“Extremely high yields in >1000 poled devices” …… clearly the language of foundries running PVT trials.
The links for this language have been posted several times.
To say it isn’t the language of foundries is being dishonest after one has read the links.
I know of dishonest posters on this board.
L_R
“It” could be scaring shares out of whoever “it” wants so “it” can buy them up for a trade. “It” says he isn’t trading which means he is.
L_R
TP bought shares and said he is not trading. This means he plans to make money on what he bought.
Now he says this may never be commercial.
Really then you plan to sell your shares at a profit at the not too distant future. I think that is called trading.
Are you Bi-polariton ?
L_R
TP bought shares which means he believes he can make money on his buys since he also has indicated that he is not trading.
You can discuss something to be true even though you may not KNOW it is true.
Now that WOULD be a pleasant surprise wouldn’t it.
L_R
Good luck with thinking this polymer can be reverse engineered.
Then good luck with testing, proving, getting foundries to develop PDK’s.
Way too far behind.
L_R
TP bought shares and then says he expects the SP to continue to drop.
TP says it is NOT for trading.
Well who buys shares if they Know the SP is going to drop further than the buy price.
You can invest in something that you believe is true even though you might know it is true
You can discuss what you believe is true even though you might not know it is true
KCCO:
Thanks
Really good find..
Polariton developing devices in conjunction with Nokia using Lightwave's Perk is a BIG deal.
This changes everything.
You gotta believe this will hit the wires very soon.
L_R
TP bought shares today. He wants to trade.
The boot has been taken off the neck.
Run TP Run
L_R
The question remains UNANSWERED.......
Are BlackRock and Vanguard OBLIGATED to buy MORE shares (i.e. add shares) of Lightwave Logic?
1) No they are not OBLIGATED
2) Yes they are OBLIGATED
One or the other.
Could they drop some stocks completely, ignore some stocks and not buy them at all, add some stocks they never had before?
L_R
Certainly more than 2 functional PDK's.
Lebby "we have modulators coming back from the foundries" means at least 2
Lebby "extremely high yields > 1000 poled devices" the verbiage only of operational PVT's from foundries.
L_R
You mean which 4 right?
Hmmm.
Well I have an idea or 4 but I stop thinking this time of night and that means I stop sharing as well.
L_R
2 for sure.
4 most likely by now.
7 in total sought to develop PDK's
No reason to believe that all 7 foundries cannot develop PDK's by EOY.
Imagine if all 7 have operational PDK's.
"We can discuss what might be true even though we may not know they are true.".
L_R
This is a good summary of what I saw as well on the presentation.
L_R
Dice:
Some of us might be naturally technically challenged in understanding..... EO polymers.
Slide 24, 25 indicates clearly that the polymer is outperforming by a substantial amount on 3 of the 5 metrics in those slides and each year that passes they continue to improve over competition.
But as to speed, size, and electrical consumption (not on the data presentation) EO polymers are incomparable. Nothing new with these metrics.
What now is evident is that the polymer is performing above industry standards.
There was a VERY large crowd there for the presentation.
Now industry will decide in the weeks ahead what to do with this incredible polymer.
L_R
Data Set:
The data collected from ALT (accelerated life testing) under extreme conditions and may include some of the following:
1) Temperature extremes
2) Humidity extremes
3) Power (cycling)
4) Voltage extremes
From this testing we obtain data representing early failure stats, normal lifetime failure stats, and end of life stats. The data that gives this "bathtub curve" effect makes up the data sets.
Generally, however, the industry wants to know about the reliability and photo stability.
As an example of the data that might be collected and how to predict life expectancy:
4) Voltage:
Under extreme voltage testing, 1000 hours of operation is used and life expectancy of devices surviving the 1000 hours is predicted to be a factor of 560.
So 1000 hours = 1000x 560 = 560,000 which equates to a life expectancy of 64 years.
Similar testing can be done for photo stability. I don't have the factor used for predicting life expectancy for this (yet).
L_R
Required or not Required to ADD?
It was a simple question.
The answer is either Required or NOT Required.
How about it TP?
Run TP Run
L_R
And are they required to ADD after taking initial positions due to the INDEXing requirement?
I haven't gotten an answer to this question yet.
L_R
Why no answer?
TP has not answered the question of why institutions are ADDING more shares month by month to their existing holdings.
Here is the real question that must be answered.......
Are passive institutions REQUIRED to add after they have taken their initial positions.
So far TP has not answered this question properly or at all.
Why not?
RUN TP RUN
L_R
Dice:
Here is how I figure it......... based upon OLED technology.
After the robust data sets came out, the OLED industry got the idea that this was for real.
Months later the stock price took off as it appeared the industry bought into the idea of the technology.
Will the same happen to this polymer that Lightwave applies to modulators? I think so (in time).
For me, what will get me excited would to get my hands on the data sets (which is not going to happen right away) but the industry will have this data.
Following this, another commercial deal, and the revealing of the plug and play transceiver.
The transceiver will be a big deal for me because these tiny modulators can go where x ? ( or more) standard size modulators could go (. 120 actually could fit in the same space I am told I believe In any case 120 will not be placed in the transceivers. Instead there will be lots of space freed up to allow for other chips to be placed in these transceivers with lots of applications/ functionalities heretofore not available. Suddenly the transceiver becomes really fast AND smart with added functionality.
Now this will get me quite excited about the prospects for Lightwave and the future.
JM2C's (Just my 2 cents)
L_R
provided it is not withheld
Run TP Run
you can discuss what might be true even though you do not know it is true
You may be right but have you ever negotiated with foundries? If not we don’t know what they will allow. Have you ever negotiated with data centres/ hyper scalers? If not we don’t know what they will permit.
Both have a lot to gain and a lot to lose. Multi-millions to gain or lose. They have to upgrade and cannot make mistakes at this point in their history.
We have all got to remember this is going to be one of THE most disruptive transformations ever experienced in the industry capable of restoring Moore’s law to its former self its former glory. We are at a critical juncture in the communication industry. The brick wall is before us and there are few options long time.
I am of the persuasion that the can can be kicked down the road only a couple more years and that is all.
L_R
Once the foundries start manufacturing do you mean?
The ideal situation would be for as many foundries as possible to start the manufacturing at the same time.
L_R
Well I can only guess that there was a significant reason to keep the names of the Foundries secret. We are just not going to know why for now. We can only speculate on that one but…..We cannot exclude the desire of the FOUNDRY to keep it under wraps as well.
Others may say it is Lightwave that did not want to reveal. Really easy to blame Lightwave but that assumes the other is not the reason. I can’t make that call.
L_R
I don’t think there is much left after these data sets come out.
Just the transceiver reveal.
L_R
We have gone over this several times but once more …
The FOUNDRY’s do not want to let out that they have an advantage over other foundry’s. It is a highly competitive business with millions at stake. Hard feelings develop really quickly when the semi-conductor business is challenged by disruptive technology.
Furthermore the foundry’s have to deal with long term clients who can force their hands, pull their business from the foundries, in an effort to protect their legacy devices being manufactured.
Both Lightwave AND the foundries have interests to protect. That is the nature of the business.
I hope this helps.
L_R
We appreciate what you do.
L_R
I like the way you post about our unmentionable irritable poster who inserts his thoughts into other’s thinking.
I think I will do the same. Post as if he is not there reading.
L_R