I am pretty sure the article mis-portrayed Polariton, as being an established industry leader while denying the company was a start-up. They do have the leading specifications for the use of EO Polymers, but I would still consider them a start-up that is still working towards adoption of their products and technology.

My loss will be minimal. I am currently holding 1 share of MVIS. I was holding 1 share going into the earnings call that I listened intently to. I do watch it from a T/A perspective with a cherished group of investors because of the explosive potential if they do land a tier 1. If I were to predict any industry deals that might occur in the short-term as a positive and wealth-making surprise it would be Volkswagen, or as a component supplier to MobileEye - purely my own speculation from a high-level perspective.
Seems like they are one to watch however, as I believe they are receiving NRE revenue from some player, but not certain if that is in the Auto or Industrial sector?
Yes, it could be a long wait.

My risk tolerance has changed quite a bit since I am now retired.

Please pardon my typo - Automaker RFQ decisions are being pushed by many to 2028-2029 timeframes, not 2008-2009.

Reminds me of the company FFIV, when I worked at Maryville Technologies in St. Louis. I was a functional consultant, but all the systems and Network engineers were scooping up FFIV shares at fifty cents - what a growth story! These guys made a fortune on the Peter Lynch principal of recognizing a superior product early in the game due to their industry expertise. However, to be realistic this was at a time that FFIV began selling a superior product into the market that this nimble, cutting-edge firm was themselves adopting for use, so determining when to buy is the biggest challenge with this stock. It has a high beta at this point to say the least.

I also have invested in Microvision and was very fortunate in taking profits along the way. What seems to me like the most bullet-proof & low-cost technology approach (MEMS-based) is still hampered by adoption decisions and the path timing to the next ADAS layer. Auto manufacturers being pressed by slow take-up of EVs, and the inadequacy of the battery life range have essentially pushed out their LIDAR RFQ decisions to the 2008-2009 timeframe, and it is a competition of survival among the LIDAR players impacting the LIDAR sector as a whole. But AI is driving the need for innovation, and still pulling out all the stops on standardization, still being open to ready and scalable solutions.

The tendency of the industry to extend the runway of incumbent technologies is a risk factor. It is an amazing inflection point we are at, exemplified by the knee-jerk direction the industry has taken toward re-adoption of nuclear power technologies (that do also advance in their solutions!) versus a focus of power reduction is quite amazing to me, in a negative way.

I am excited about the Polariton and the AMF relationships, and really look forward to seeing any scalable superior product feeing into the market having LWLG technology. Certainly, this is possible very soon, and hopefully imminently even related to micro-ring resonator technology approaches. This needs to be a priority, and in parallel the Teir 1 recognition would put LWLG onto a golden path.

I personally do not see spin-off as a feasible approach to a company that has one licensee and minimal revenue, but rather see a tech transfer agreement or supply agreement to handle such possibilities outside of datacom/telecom as something more realistic. In that regard, the board addition from Dupont is an eye-opener from the viewpoint of either of those, in addition to making LWLG a potential acquisition target that could blindside the shorts - and news or rumor of any of these could send the share price up very high and very quickly and destroy those betting against the company.

I am enjoying a sabbatical from work after accepting an early retirement offering for at least another eight months or so, and really do not want to be glued to the financial markets, but lately I do feel glued, and trying to get setup for news alerts, etc., to untether myself so that I can enjoy life. News will likely come when we least expect it.

Is it possible that they are strengthening their balance sheet throu stock sales to alleviate the need for stronger going concern verbiage by the new accounting firm?

If so, a filing of some type would likely be forthcoming upon conclusion. They would not wait till their back is against the wall to get it done, and if that is not what is happening it would add to the excitement since they would be expecting better opportunity ahead.

Didn't we just add a director from a major materials company? Who is to say we are not in-play even. You will be in or out if it happens and you will be happy or sad, depending on the sales price.

Nvudia or Global Foundries would be moonshots for the share we price. Even a collaboration. Jabil also as OSAT(?)

If we have sales purchase orders yet unpaid this would be reflected in accounts receivables, which is on the balance sheet and is a component of the days sales outstanding metric. So watching for an increasing ar balance will be one balance sheet item to keep an eye on.

Samsung is a company that could align to collaborate with us. The not only have experience with Polymer's but there government recognizes the promise of polymer's in the very market that LWLG leads in, and they have invested I think 8 Billion into R&D (The South Korean government, that is). So we have here both a company with experience with Polymers/OLED and a supportive government recognizing the potential already.

Global Foundries will be the other company that would provide the type of validation that our company really needs at this time.

I like it, with one exception.

Slide 23 wording seems like very cautious wording to me "does not seem to be an issue". It is not new wording, just wording that for over a year I would think he could remove and replace with more certain and more confident wording. This phrase he has carried around for one or two years now on a slide. So I am openly critical of that cautious wording and I feel my concern would resonate with any customer evaluating their technology. Customers are looking for certainty in the wording, not caution.

The other question I have on this slide is: Why are the two upper graphs showing at 4300 hours, and the lower at 9000 hours. If we are testing out to 9000 hours, why can't the graphs all be shown out to 9000 hours?

In summary, I have been waiting since the infamous slide switch at the Silorix presentation to see some further progress, and some more confident phrasing and I really feel that he should be contacted about this slide for a rework of it in the future. The "does not seem to be an issue" wording needs to go!

I love everything else about the presentation, and I continue to be excited about both Polariton and AMF foundries. This has become a low effort slide, and it happens to be a very important slide in my view, so it is beginning to look like low effort, and I hope it is because they have a lot going on behind the scenes.

Xena, replied to your PM today around market close, so check your PMs to see if you received timely this time.

It seems to me that they have become more protective of the production of perkinamine. Just my guess, but freedom to manufacture has possibly been changed to: "We have freedom to manufacture, but you don't" We will supply all you need...possibly just so that they can control precisely proper coloring

Nice! Thanks for sharing your T/A!

That is how options grants should work, not as an entitlement, but as an incentive to execute and add to shareholder value for all shareholders. No performance, no reward. This is an indication of good corporate governance as well.

It is very nice timing in relation to ECOC 2024. We could easily blow the lid off of $3 bucks, and if there is any positive news it may not look back. If I were short, I would be covering right about now. I am not, so just gonna sit back and watch it rise.

So true. I have invested some money recently in OLED following Apple's recent announcenent that all of their displays will be OLED beginning in 2025, and I am up 10 percennt overall so far. For me it is for the sake of diversification. I am holding about 15 times that dollar amount in LWLG being on the ground floor with potential for many multiples in growth.

Thanks and looking forward to the summary. I thought only EO Polymers used Pockels materials (Pockels effect) and I was not aware that TFLN and BTO were Pockels materials.

Yes, Dr. Lebby mentioned it as feasible/possible as well. I look forward to seeing it is exactly what I am saying. I am really looking forward to this this sooner verses later because it proves a multi-generational roadmap even without plasmonics.

I am talking about >400 Ghz single lane

The more recent trend rather has been to promote into executive positions those with highly proven scientific and engineering skills because they can better navigate the increased pace of change within the industry and react accordingly. A recognized industry leader like Dr. Lebby is having conversations with both tech leaders and C-level execs in his normal course of daily work.
What I would like to see is for an acquisition of or merge with Polariton, and for Claudia to maintain a C-level position, be it CEO, CTO, COO to lock in the multi-generational roadmap, as Perk on its own to my knowedge has not yet proven out above the 400 Ghz level without incorporating plasmonics.

I do not care to call any post out specifically, but I think to complain all day on a message board (like Vein does LOL, how's that for not calling anyone out!) is fine - that is what a stock investment forum is all about. However, to go out on a professional platform like Linked-In and vent about the days stock price, or to be a quarter-backseat CEO to the company in the comments of their formal communications to complain they have not inked a Teir-one yet is not really appropriate communications in my book. Rather, pick up the phone and call the company and arrange to be heard/ or go to an investment event or the ASM and voice yourself in-person - respect. To trash a company's formal communications is counter-productive to all investors and counter-productive to them inking a deal.

If you were looking for your next employment opportunity on the linked-in forum, it is also out there in your posting history for anyone considering you for a job to see what a selfish, self-absorbed prick you are, if you will pardon the truthful language. A forum like that is meant to carry a positive bias - you can Like a post, or refrain from liking a post. It is not a place to go tearing into a company for something you do not like that is a major distraction to the formal message the company was trying to positively get out.

It goes beyond this board. Now they are stooping to being linked-in trolls as well.
When a company is trying to use social media to get the word out on upcoming events or speaking engagements it is beyond being a lowlife to troll a company's formal communication attempts with comments about share price or deal timing.
That is about as selfish as gets.

I am impressed with this addition to leadership.

I bought that news. also insider buying

It is equivalent to Eve taking up a conversation with the serpent in the garden of Eden. Nothing but twisted words and lies. I cast him out and have refused to read a single post for over a year. Add just a few more to iggy feature against those mostly engaging and the posts seldom surface.

If there is a door that exists where going through it may cause you to fall, I have learned the best thing to do is to not open the door.

I also consider the value of time I have on this earth may be short, so I asked myself whether reading such lies was time wisely spent? For me the answer was No. Time is too precious and fleeting.

2010!...Somebody who likes their rock n roll and was quite possibly stoned out of their mind.

That also caught my attention. The flame is still burning. I hope there is confirmation soon.

Why in the world do you spend so much time posting here then? You should go put that money to work and focus on finding those stocks that will bring in
those profits for you. Then consider purchasing some higher risk LWLG shares with your profits. Problem solved.

Just got through it - it was pretty amazing. I wish he had elaborated within the presentation on the Pockel's approach, of the five shown beginning at the 24 minute mark. It was quite educational for me - Thank You!

It is at the end of the first paragraph in Anthony's very last reply at the end of the article.

Also in that paragraph is mention of a micro-ring resonator, that according to Proto Ayar labs may possibly have an approach that utilizes EOP materials, if memory serves...

Sharing another mention by Anthony Yu of EOP materials in the following article shared by Nodrog16 on the POET stock forum, which is a great article discussing the fabric technology, as well as mentioning EOPs as modulators are discussed near the end of the article.
https://www.5gtechnologyworld.com/co-packaged-optics-higher-data-rates-increase-reliability-risks/

shorts better cover too LOL

At least we got a 3 dolla holla

Plus, this is 2nd quarter in a row of doing buybacks.

Only negatives i gathered was they are shipping blackwell in 4th quarter instead of this quarter, sampling now -suggesting there was a delay- this is an issue that suggests the dire need for new solutions to reduce power, heat, and increase bandwidth. Also increasing expenses as they develop ongoing generations to meet their faster development cycle.

With all the new libraries they are creating targeted to various industry segments such as autonymous drivimg, gene sequencing, robotics etc.,
one can foresee this will trigger hot competition among corporations for dominance and survival so demand at corporate enterprise level is already increasing, as demand is broadening beyond the hyperscalers, not to mention sovereign AI ( japan mentioned on the call).
Seperately, open AI raising a $billion hit the wires after the bell that will no doubt bode well for Nvidia.

Unfortunately my hopes of taking some profits off to add more lwlg is unlikely so I plan to hold my equity positions through any turmoil in the markets.

Thanks so much, DruidE1f44. It seems so far of the two that we seem to at least have the attention of Synopsis, given numerous LinkedIn likes, etc. But also I believe inclusion in upcoming panel discussions if I am not mistaken. It is enough to offer hope as we wait for a deal to be announced.

Could someone kindly resolve what the EDA acronym represents, regarding the vendors?

Minute 44:40
From GFS:
"And all of this work is of course supported by an electro-optical PDK offered by leading EDA vendors. So it's a fairly rich technology, "ready for production", and available to everyone."

A private company the average retail investor has no avenue to invest in.

.

My next buying opportunity is dependent upon Nvidia reporting blowout earnings.

It would be such irony if LWLG ends up shining with this combination and it becomes widely adopted, given Dr. Lebby's earlier dealings with VCSEL technology.