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Up Up and Away...
It's my pleasure Lewrock!
Glad to have you amongst us too.
Enjoy your family time. I will as well.
AR.
To All,
Not sure if I'll be here much longer today, so I just want to take a minute to express my gratitude to all the longs here that have helped me keep my chin up during the trough years of my 14-yr LWLG journey. The quality of this message board is tough to find anywhere else on the internet: thank you all for your respective contributions in making this a life altering event. I cannot wait to share drinks and stories with all of you, be it in Wilmington, or in Denver.
My Thanks to you and your families,
AR.
Hey Steve,
I am very intrigued by Solana as well.
After starting positions a few years back in ETH and BTC, mostly also in an ledger, I opened a Coinbase account and I am going to increase my position in SOL and add few projects there as well...
Unbelievable space... did you see the vid on Jules twitter summarizing the SOL conference in Lisbon?
Be well,
See you in Denver!
AR.
Hey Steve,
I didn't realize you had created that space.
I'm holding a few myself. The way this is going too, We're going to have to a lot of drinking in Denver... I got a few SOL1 this week as well.
Take care,
AR.
What X is trying to describe is to improve the products of companies like MaunaKeaTech, live cell imaging: https://www.maunakeatech.com/en/
Great improvements coming in a lab near you...
GLTAL
AR.
Hi F2.
>400 here is great, especially since this is the OG board, with unparalleled research and collaboration.
As an FYI, we also recently broke over 800 on reddit, with frequent references to come visit here.
I know there are posters here that also are fostering other communities on even more boards: so hopefully, we keep growing and passing the word.
What an exciting year this has become.
GLTAL
AR.
Hat's off to you Cedar... Tough gig!
The 5000 hrs. of RT are conducted under very specificly harsh conditions replicating decades of use in real life.
Not sure it conforms to space qualifications yet, but certainly well on the way.
The air is electric.
Have a great weekend all!
Off to Happy Valley for tomorrow's game: will probably be Sad Valley after UM rattles them around...
GLTAL
AR.
Trust but verify, you just showed me why i cannot trust your posts... 3 cents is not a third more than 2 cents... it's 50% more!!!
Sorry can't trust you...
AR.
It was at the New York border X
And by the way, I'm looking forward to sharing a loud "Hi five" next May in Denver and punctuate it with my own Hell yeah!
GLTAL
AR.
Good times Gents!
Glad to spend some time looking at the future possibilities and celebrating Octoberfest in style.
CHEERS.
GLTAL
AR.
I think we will run another practice before the May meeting, and Feb or March sounds like a good window. Who's up for it?
Lewrock,
In a much cruder industrial application that I came accross in a previous life, you have a manufacturing line that is made of spinning platforms. The device to be coated sits on top of the platforms. The line goes through a tunnel in which a set of sprayers are placed to ensure proper coverage of the surface to be coated. By adjusting the manufacturing belt speed, the rotation speed of the platforms and the flow of of the spray, you define a proper thickness of coating, which comes out quite evenly spread at the other end of the tunnel.
Though in this case, the parameters must be much tighter than in my example. I assume the principle must not be radically different...
GLTAL
AR.
I'll second that: Nice addition to the discussion KC!
GLTAL
AR.
I totally agree Lewrock.
When analysts read the savings that the implementation of LWLG polymers will have on DC operators bottom line, the difficulty will be in producing enough chips per quarter...
GLTAL
AR.
I do not like the fact that we had to associate ourselves with them again, and was hoping the next financing agreement would be with a group that would have helped in building a core of stable long term institutional investors.
I have a feeling management was caught a bit by surprise by the pace at which the SP progressed after the ASM. That allowed LWLG to land on the Nasdaq though.
Maybe it caused them to not be ready on time to profit of the price spike when it took place.
Anticipating additional good news soon may be forcing management's hand into signing a new LPC deal under short deadline, for 1/3 max of the shelf value, while developing these other above-mentioned connections... In order to have means of capitalizing on what is coming ST ?!?
Could that be an explanation?
It definitely could be to face a rapid increase of of new partners requests as well, like Walter points out...
I still am very optimistic about the next 6 months!
GLTAL
AR.
Hey Buzz, yes indeed.
I should be good for the 23rd as well.
Will need to confirm closer to the date.
See you then.
AR.
My mistake. Re-sent.
AR.
I replied to your email Spartex.
See you soon.
AR.
Hey Buzz, Spartex,
I'm also a short drive away...
If you get together, count me in.
AR.
You bet! Anytime.
I hope he is enjoying retirement with his better half on the back of his Harley... lol
I agree KCC, it was a big draw for me to get involved here over a decade ago too.
I like where we stand today though: so many opportunities ahead...
That's also why despite the fact that i hear X and his theory that we will probably get acquired, I personally would like to see the BOD, once we are under way with revenues in the communication field, start a couple adjacent projects in healthcare, government... that would show the possibility of LWLG licensing out whole business verticals to different interested parties.
The dividends flows would be gigantic.
GLTAL
AR.
Spartex,
In 2005, Terry Turpin, when he was working at Essex before selling it to Northrop Grumann, gave a presentation called the era of Tera(herz).
In that presentation he was speculating about the advent of new non-linear materials (polymers) that could bring a 50,000X improvement on the capacity of then LCD spacial light modulators -which the government is very interested about for their capacity at detecting/finding patterns, like comparing images..., or in datasets...
Back in then, he was referring about the breakneck speed of the internet at 1 Gbps.
But even in today's world, with P2ICs speeds of 100 Gpbs or more, the improvements on LCD spacial Light modulators processing speeds remains over 500X and the uses are varied and large, in the category that Dr Lebby has identified for the future in the "Government/Military" $Billion vertical described in the 10Q.
Another use that can bolster the future valuation of the company.
GLTAL
AR.
Airdale,
Management is very aware that patent could have revealed the secret sauce.
Several years ago, they explained that they were not going to patent everything but create a defensive strategy made of a weave of patents and trade secrets so the whole picture could not be easily reverse engineered.
So we should feel in good hands...
Build it and they will come!
GLTAL
AR.
Hi J,
I'm thinking selling a device we are a part of, or even better, complete owner, will be a serious argument to have the category changed.
All in due time... Can't wait for the 10Q!
GLTAL
AR.
Hey Noblynx,
I am by no stretch of the most fertile imagination qualified to answer a photonic question, I am no engineer, but here is my simplistic take...
First, Like it was shown in presentations a decade ago, I see the modulator more as a valve on a light pipe, On/Off type of device, placed on the light-beam circuit, where the chromophores (valve) are activated by the electrical impulse of the electric signal applied to them, to encode the light beam with information.
But then, the Goo can also be used as waveguides in specifically tight spots on the device, or to change planes on the chips, because it bends better than fiber optics, to carry light around short distances, without using the chromophores, just by using several layers with different indices of refraction that keep the light beam inside the desired path to their intended target/receptor.
Not sure this answers the question about how the loose electrons help carry the photons, but hey, i gave it a shot...
GLTAL
AR.
I agree Richard!
A year ago, I was concerned of chatter in the industry about the importance of multi-sourcing for any new technology and I couldn't see how LWLG was going to achieve this by selling modulators that could exclusively be bought from the company...
The ASM changed everything in so far as Lightwave Logic is making their technology available through a multitude of SiP foundries, using the PDKs, in addition to licensing it out!
Now the responsibility falls on the buyers, whether they want to use the new tech, and where they want to source it from (what foundry), what "competitive" modulator they want to buy, that incorporates Perkiname or not...
Just Brilliant on Dr. Lebby's part!
GLTAL
AR.
Spartex,
What I particularly like is the comparison in performance between this Polariton paper from Dec 2020:
https://ieeexplore.ieee.org/abstract/document/9333272/authors#authors
100Gbs NRZ-OOK
Bandwidth of 50Ghz
1.3V
and the new specs announced in this morning PR after collaborating with LWLG:
220Gbps OOK
Bandwidth beyond 110Ghz
0.6V
Twice the speed and half the power Baby!!
GLTAL,
AR.
Agreed Jeunke!
I've already dropped a few Twits on her analysts Twitter accounts... Maybe if more of us keep doing it, it will raise some questions and hasten the process.
GLTAL
AR.
LOL, Welcome to the club Gossie...
Also of interest in the GF press kit today:
https://gf.com/blog/gf-innovation-moving-data-light-speed
Which includes a quote from Anthony Yu, vice president of Computing and Wired Infrastructure at GlobalFoundries. “We are successfully using silicon photonics in complex and challenging solutions and have demonstrated our ability to build new solutions to scale for data centers.”
"Moving at light speed with silicon photonics
Historically, photonics has been used with a different type of semiconductor chip. But GF innovators have been able to make the material work at scale with 300 mm-based silicon wafers, taking advantage of the large-scale foundry experience in complementary metal–oxide–semiconductor (CMOS) manufacturing.
“GF has discovered a way to combine photonics on the same chip as high-speed CMOS to move data,” Yu added. “Our solutions are using photonics within data centers, between data centers and now between chips at data rates eight times higher per channel.”
At its annual Technology Summit, held virtually on Sept. 15, 2021, GF extended its silicon photonics manufacturing leadership by announcing that its new Silicon Photonics Solutions 45nm platform has passed critical technology milestones and is on track for full technology qualification by the first quarter of 2022. The monolithic platform, combining radio frequency (RF) CMOS and optical components on the same chip, includes availability of the first micro ring resonator (MRR) optical component in 300 mm wafer technology. GF is engaged with leading partners on this new platform."
and,
"Power delivery – Better data center performance while saving power
Conventional power delivery solutions account for significant power loss in data centers, limiting the speed that they can process and analyze data. GF’s BCD/BCDLite smart power delivery solutions address that problem head-on, making it possible to realize power efficiencies that translate into better data computing and artificial intelligence (AI) performance. By doing more with less hardware, GF technology is reducing data center operating budgets, which cost companies more over the long-term than their initial hardware investment.
The inefficiencies of a conventional, discrete, component-based solutions limit processor performance. GF’s customization of power delivery solutions with market leaders and drivers enables low on-resistance (Ron) switching devices, high current inductors and high-density capacitors. These GF solutions are unique in that they are enabled in the same technology platform optimized for data center power delivery.
To learn more about how GF solutions are addressing the needs of the data center industry, please click here."
Enjoy,
AR.
Thank you for opinion 2 Cents,
And to back up the posssible monumental Spring of 2022 that awaits us, here is an extract from the Global Foundries release this morning for the part that deals with Data Centers:
" Datacenter: GF is extending its silicon photonics manufacturing leadership by announcing a new platform and features for more power and energy efficient.
GF Silicon Photonics Solutions are available on GF’s new Silicon Photonics 45nm platform which has passed critical technology milestones and is on track for full technology qualification by Q1 2022. The monolithic platform, combining RF CMOS and optical components on the same chip, includes an innovative new feature, the first micro ring resonator (MRR) optical component in 300 mm wafer technology. GF is engaged with leading customers and partners on this new platform. "
The entire release can be found here:
https://gf.com/press-release/globalfoundries-unveils-innovative-solutions-deliver-new-era-more-semiconductor
Exciting...
GLTAL,
AR.
Check Nasdaq.com/LWLG/Intitutional Ownership
It' has been posted on @Ecoc_exhibition twitter, like Maheu pointed out!!
GLTAL
AR.
TH, in his heydays, GG knew of Terry Turpin. He featured him in his newsletter as a photonics Guru, working for the NSA, spy stuff and all before building and selling his company for millions...
Terry came to the GG conference where I met him many Springs ago, and asked him to dumb down for me the implications of what LWLG was working on.
At the time his answer was along the lines of:
I've been in photonics my whole life. If they can pull it off, this will be the Holy Grail of the industry!
I started accumulating the following week. This was 14 years ago... I think you might have met him there as well?!?
It's been a long road, but boy, am I having fun!
GLTAL,
AR.
Thank you Spartex!
Tleprathy,
If you were a competing DC and LWLG tech was available through licensing, would you let your competitors use it and get 2x to 3x the speed at 1/2 the power without using it yourself?
GLTAL
AR.
Noblynx,
In my opinion, the one year timeframe was expressed in the context of the annual shareholders meeting and referred to the 12 months until the next annual meeting, not the end of the calendar year. I think we should all calibrate our expectations accordingly to not set ourselves up for disappointment.
GLTAL
AR.
Since 10.40am, the volume is building up a bit (435K ~11am)... and low and behold, the price is rising again...
This is a marathon, not a sprint!
We'll decide who wins after the contracts are announced
GLTAL
AR.