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Being in my late 80s, I wouldn’t mind a buyout, but it may be more difficult than we think if governments think there is too much concentration of economic power.
From the WSJ-
Big Tech Has a Big Cash Problem
Any acquisitions companies such as Apple, Amazon or Microsoft attempt will bring scrutiny and delays
https://www.wsj.com/tech/big-tech-has-a-big-cash-problem-eb00240d
“That is an awful lot of capital to have to put to work. And doing so effectively has become an even bigger challenge over the past couple of years, as regulators in the U.S. and around the world have zeroed in on Big Tech, with the determination to keep it from getting bigger.
Amazon, Adobe and Intel have had to spike acquisition attempts over the past year because of resistance from global regulators. And the deals that do get through are taking longer and require costly lobbying efforts. Microsoft’s acquisition of Activision Blizzard took nearly two full years to close. Its next largest deal—the 2016 acquisition of LinkedIn—took a little under six months.”
Could it be that all we have with them is a tech transfer license agreement?
For those of us who are not members of Linkedin, could someone post the contents?
Thanks!
Loop.....
Those of us who migrated here from IDCC are well aware of the havoc caused by baseless lawsuits and sure hope LWLG doesn't become a target. Controlling the location of the lawsuit(if possible, see below) is key to neutralizing this threat. Perhaps your legal background and thoughts on this latest revelation could be helpful to the board.
From today's WSJ
Patent Lawsuits Are a National-Security Threat
Third parties can secretly fund litigation, take a cut of the proceeds, and hamstring key companies like Intel
https://www.wsj.com/articles/patent-lawsuits-are-a-national-security-threat-secretly-funded-litigation-f3cd5bd4
“Third parties are increasingly funding patent litigation in the U.S. in exchange for some of the proceeds. This practice was nearly nonexistent as recently as 2010 but now appears to account for about 30% of the country’s infringement lawsuits. The government doesn’t know who pays for or controls these suits. That could allow foreign adversaries to profit from our legal system and threaten U.S. national security......
When Colm F. Connolly, chief judge of the U.S. District Court for Delaware, ordered VLSI to disclose who was funding its litigation in August 2022, the company agreed to dismiss its case with prejudice. (Fortress didn’t respond to a request for comment.)
This was an extraordinary act. VLSI had pursued its lawsuit against Intel for several years. Nearly 1,000 filings had been entered in the case, and the company must have spent millions on the proceedings. Yet it seemingly preferred to walk away, pledging never to sue Intel or its customers on the patents".
GlobeNewswire
Confirmation of the 800G market.....
POET to Demo AI Hardware Products for 800G and Beyond at OFC 2024
Thu, Mar 21, 2024, 7:00 AM EDT
TORONTO and SAN DIEGO, March 21, 2024 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™ and Photonic Integrated Circuits (PICs) for the data center, telecommunication and AI markets, today announced it will expand on its leadership role in deploying next-generation silicon photonics products when it features live demonstrations of new modules and optical engines during the 2024 Optical Fiber Communications (OFC) Conference Exhibition to be held in San Diego, California from March 26 – 28, 2024.
From today’s WSJ…..
Nvidia Unveils Latest Chips at ‘AI Woodstock’
“The new chips, code-named Blackwell, are much faster and larger than their predecessors, Huang said. They will be available later this year, the company said in a statement. UBS analysts estimate Nvidia’s new chips might cost as much as $50,000, about double what analysts have estimated the earlier generation cost.”
https://www.wsj.com/tech/ai/nvidia-annual-conference-chips-7692760d
From today’s WSJ – could this company be a partner/customer to LWLG?
Super Micro Computer
Meet the Tech Company That Had a Better Year Than Nvidia – up 1200%+
The CEO is Taiwanese and has known Navidia’s CEO for years.
This company supplies servers, filled with Nvidia’s AI chips, to Data Centers. “Supermicro has grown so fast that it has needed to raise money to afford those chips, each of which costs around $25,000.
…..” Liang is expanding manufacturing in San Jose, as well as in Taiwan and Malaysia. Liang said his goal was to be producing 5,000 racks of servers a month—an amount of computing infrastructure that would measure 6 feet high and almost 2 miles long—by the middle of this year.”
https://www.wsj.com/tech/ai/super-micro-computer-company-profile-d93a41da
Same Johnny Lattner of the 1953 Notre Dame Dream Backfield?
Ralph Guglielmi* QB
Neil Worden RB
Joe Heap RB
Johnny Lattner RB
Played against this group in1958 when Fort Knox played Bolling Air Force Base. Great story to share at an LWLG celebration party. How did the almost entire 1953 ND team end up at Bolling AFB?
TC, Sammdogg...I intended to come but having two cataracts taken care and too much going on with our 5 kinds and 18 grandkids all who live with in 15 minutes travel time! Hope to catch the next one.
Emil
Warren Buffett knows best......
My many, many, many thanks to all the contributors who work tirelessly to keep our eyes on the playing field and not the scoreboard!!
As in baseball
“It’s true, of course, that, in the long run, the scoreboard for investment decisions is market price. But prices will be determined by future earnings. In investing, just as in baseball, to put runs on the scoreboard one must watch the playing field, not the scoreboard.”
Feb. 28, 1992
Amen!!!!!!!!!!!
TC
I'm still here since 1999. Had around ton of shs back then. Had to sell a bunch along the way(at much lower prices)to finance 5 college educations, 4 weddings and additions to the house....only have about 7000 left but like you holding on for dear life.
Holding on strong with the ET shares that you helped me with....
Many thanks and stay well...
Cappy
Welcome back Xena, you were missed......
I see comments about yesterday's release...must have missed it some how. Can someone please provide a Link?
Thanks,
Cap
I was a walk on QB in the 1960 blue/white game when JoePa was assistant coach. He said: "we always learn more from our losses then our wins"
Scope-
Think your analogy is close......added a few words...
Thanks!
X
In all the following slides, LWLG is listed as the source in the lower left corner of the slide. In addition to slide 14 that you mention, two additional slides show a barely readable second source of information:
Slide 14 Navidia
Slide 19 Navidia
Slide 20 Global Foundries
Can we infer anything about our relationship with them?
Thnx
Thanks Dan-
Aren't these conferences different? I don't recall LWLG sitting down with one-on-one institutions.
LWLG
Sorry Xena, I thought you were replying to my post about Loop. My 85 y.o. dendrites don't always fire off the way they should.
Marco Polo conveyed more comprehensively and eloquently what I was trying to say here:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173018307
I am trying to do for my 18 grandkids what you want to do for your two nieces. If we ever get to meet at a celebration party, I would love to hear the how and why of you're survival story.
Again, thanks for all the hard work you do and I especially enjoy the tenacity with which you hold posters feet to fire on facts and
your relentless counter to the liar(s), bots, shorts etc,
Xena- I count you near the top of heavy hitters who contribute to my confidence in LWLG. Loop did not work for IDCC. For us non-lawyer investors, he explained the in's and outs and possibilities of what was happening in the legal arena.
X - I thank you for all your hard work in providing all relevant information(among all the other heavy hitters on this board)that have given me the confidence to accumulate over 3/4 the way to a six figure share count.
Having said that, I don't think you know Loophole very well.
He is a humble good man, a first rate attorney(hence his moniker "Loophole") possessing a boatload of gravitas from Texas. He spent much time helping widows and others investing in IDCC. He provided much insight into IDCC's legal issues: - getting patents accepted into standards, the theft of IP by China, rocket docket court venues etc. etc. IDCC had a great number of good patents similar to LWLG's patent moat. What happens when the patent is ignored and the patent office agrees with them and it goes to Court? Loophole's 20 year + exposure/study of IDCC's legal issues is knowledge that can be very valuable to this board.
Notice he said IMO, acknowledging that all relevant information may not be available to us.
Other IDCCers feel free to chime in.....
*
Todays WSJ
How Navidia became huge and almost in invincible...
The demand pull continues to build.....
Today's WSJ
Amazon to Invest Up to $4 Billion in Anthropic as AI Arms Race Escalates
Deal, which includes broad partnership, follows Microsoft’s multibillion-dollar stake in rival startup OpenAI
https://www.wsj.com/business/deals/amazon-to-invest-up-to-4-billion-in-anthropic-as-ai-arms-race-escalates-649dee22
LWLG can solve apple's problems??
Don't know why my post didn't display properly.
https://www.wsj.com/tech/apple-iphone-modem-chip-failure-6fe33d19
LWLG can solve Apple's problems??
Xena--- best recent info I have run across on why never to trust the gov't....!!!!!!!
Brings together so much of the bits and pieces of information
that have been coming out over the last few years.
Long but very credible and connects a lot of dots..
Just picked up 220 shs instantaneously in my Roth
What I don't understand is how can shares be so
available as retail and institutions continue to accumulate?
One would think the available float would be diminishing to a
point that would make accumulation more and more difficult.
Welcome back Xena....you were missed!
From the WSJ - confirms the coming exponential growth in AI contains some interesting nuggets.......
A Startup in the New Jersey Suburbs Is Battling the Giants of Silicon Valley
It’s not just Nvidia. There is another big winner of the AI boom—and it’s now competing with some of the world’s most valuable companies.
By
Ben Cohen
Aug. 25, 2023 at 8:30 am ET
Michael Intrator wasn’t planning to leave his job in finance to work in the world’s hottest industry. Until the day his office nearly overheated.
He was running a natural-gas fund in 2017 when he stumbled into another market that was about to become huge. Intrator and his colleague Brian Venturo purchased their first GPU, the graphics chip they initially used for cryptocurrency mining that has since become essential to a more lucrative business: artificial intelligence.
“All of a sudden it went from a GPU to a bunch of GPUs to the pool table being covered in GPUs,” Intrator said. He walked into work one morning that summer, after the air conditioning had been turned off for the weekend, only to find that the servers running their growing collection of GPUs made their Wall Street office feel more like a sauna. He freaked out. “We’re going to burn down this skyscraper,” he thought.
This suddenly terrifying hobby that started with a single chip soon became a company with tens of thousands of them. It’s based far from Silicon Valley and even farther from Taiwan, where chip-fabrication plants churn out today’s vital technology. But its office suite in the New Jersey suburbs is the global headquarters for one of the biggest winners of the AI boom.
COREWEAVE
Few companies have seen their value change as much in the past year as CoreWeave, a specialized cloud provider offering access to the advanced chips, futuristic data centers and accelerated computing that fuel generative artificial intelligence. It owns the mighty GPUs that have become engines of modern innovation, and CoreWeave sells time and space on supercomputers to clients in desperate need of the processing power that AI requires.
It’s how a business that most people have never heard of is playing an influential supporting role in a tech revolution.
CoreWeave has quickly and improbably become one of the largest GPU providers and leaders in the arms race for AI infrastructure. It raised more than $400 million this spring from chip maker Nvidia NVDA -2.43%decrease; red down pointing triangle and other investors. It secured another $2.3 billion in debt financing this summer to open data centers by essentially turning chips into financial instruments, using its stash of highly coveted Nvidia semiconductors as collateral. Now it’s racing to keep pace with the fastest software-adoption curve in history.
Infrastructure is not the first thing that comes to mind when you think about generative artificial intelligence—the tech behind chatbots, productivity tools and buzzy startups in every field. But you wouldn’t be thinking about generative artificial intelligence without solid infrastructure.
“It’s similar to electricity: Do you think of the power plant when you flip a light switch?” said Brannin McBee, CoreWeave’s chief strategy officer and third co-founder. “What we’re doing right now is building the electricity grid for the AI market. If this stuff doesn’t get built, then AI will not be able to scale.”
Building that stuff means the success of CoreWeave is by definition interwoven with the success of the entire AI economy.
GPUs that can be used for AI became the world’s most precious asset this year, six years after CoreWeave was founded by former commodities traders.
These chips have enough power to train large-language models and perform AI’s unfathomably complex tasks at ludicrous speeds. The market for this scarce resource is controlled by Nvidia, the top-performing stock in the S&P 500 index this year even before it reported another blowout quarter on Wednesday. Nvidia’s gain in value in 2023 alone is greater than the market capitalization of almost any other American company.
But the supply of AI chips isn’t nearly enough to meet the world’s demands. Elon Musk says it’s harder to buy GPUs than drugs. The whiteboard behind Venturo’s desk in CoreWeave HQ puts it another way: “I have not been asked for more GPUs in ___ days.”
That number has been zero since last summer.
https://www.wsj.com/tech/ai/nvidia-gpu-chips-coreweave-c8782435
From the WSJ
Nvidia’s AI Surge Is Just Getting Started
Blowout results and forecast show demand isn’t short-lived, but high prices will spur competition
By
Dan Gallagher
Updated Aug. 24,
‘We’re not shipping close to demand,’ Chief Executive Officer Jensen Huang has said.
Much of the world might think Nvidia’s NVDA -2.49%decrease; red down pointing triangle artificial-intelligence boom is a new thing. It has actually been a very long time in coming and will likely last a while too.
Nvidia has been at the AI game for more than a decade now. The company began touting its Cuda programming language used by AI developers to investors as early as 2006, according to transcripts compiled by S&P Global Market Intelligence. That technology formed the foundation of a business to sell the graphics processors once used mainly in videogames to data center operators seeking more-advanced computing capabilities. Nvidia’s data center business crossed the $1 billion mark in annual revenue five years ago and recently surpassed the size of its videogaming business.
Even so, its most recent numbers are astonishing. Nvidia on Wednesday reported $13.5 billion in revenue for its fiscal second quarter, making its blowout forecast of $11 billion three months ago look like a lowball for the ages. Nvidia’s business has basically doubled in size compared with the same quarter last year, and that is almost entirely a result of booming demand for the company’s latest artificial-intelligence chips, which are being snapped up by tech giants building generative AI services.
That demand drove Nvidia’s data center revenue to $10.3 billion in the recent quarter—a huge jump for a business that was running at less than $4 billion a quarter just six months ago. Wednesday’s report trounced Wall Street’s already-soaring expectations. Analysts had projected just under $8 billion in data center revenue for the second fiscal quarter. The surprise gave more lift to a stock that had already made Nvidia the first chip maker valued at more than $1 trillion. The shares jumped more than 6% in after-hours trading after having more than tripled since the start of the year.
WSJ’s Asa Fitch breaks down how Nvidia attained a $1 trillion valuation—and why AI is fueling the company’s rapid growth.
Such a run obviously can’t last forever, but Nvidia gave strong indications Wednesday evening that its ride is far from over. The company projected about $16 billion in revenue for the current fiscal quarter—nearly double the highest quarterly revenue it had ever reported before Wednesday. Chief Financial Officer Colette Kress said on the company’s earnings call that its “demand visibility” extends into next year and that it expects to be able to increase the availability of its chips over the next several quarters.
“We’re not shipping close to demand,” Chief Executive Officer Jensen Huang told The Wall Street Journal in a later interview.
Nvidia’s biggest customers seem to agree. In their recent financial reports for the quarter ended in June, Microsoft, Amazon.com and the parent companies of Google and Facebook signaled a strong intention to keep spending on generative AI capabilities even as they moderate other areas of their capital investments. Microsoft, which kicked off the rush into generative AI services, had a record $8.9 billion in capital expenditures in the June quarter, and the company expects that amount to increase sequentially every quarter in its new fiscal year as it boosts investments in “AI infrastructure.”
Nvidia’s biggest risk over the longer term might actually be its amazing success now. The company’s chips and software ecosystem for AI are far ahead of the competition and thus confer strong pricing power. Nvidia’s adjusted operating margins for the most recent quarter hit 58%—the highest in at least a decade and a sharp jump from the 39% the company averaged over the previous eight quarters.
Stunning results like that will spur further competition. Advanced Micro Devices is launching new AI chips later this year to compete with Nvidia’s, and companies including Google, Microsoft and Amazon have their own in-house chip efforts that aim to lessen their reliance on outside suppliers. Speaking of the latest generative AI systems, Amazon Chief Executive Officer Andy Jassy noted on his own earnings call earlier this month that “there’s only been one viable option in the market for everybody, and supply has been scarce.” He used the occasion to tout two of Amazon’s own in-house chips, which are now in their second generation.
But Jassy also called out Nvidia’s latest AI system—known as H100—as driving strong demand by its own cloud customers. No other component supplier was afforded such a distinction. For Nvidia, the laws of supply and demand are firmly on its side for now.
Write to Dan Gallagher at dan.gallagher@wsj.com
No.
Dr. Martens Garden of Earthly Delights...
https://www.pinterest.com › Explore › Women's Fashion
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X
Correct....
Bought OLED at 8, sold it at 150 and put it all in LWLG as I believe it will be more ubiquitous than OLED
Mortgage paid off,,,minor debt.
Retired in 2000...still working part-time at a different job 2 days a week for the last 23 years ...garden,,,travel....given a clean bill of health 5 months ago.
I like my odds of seeing several years of the ramp!
Th - pushing you at 85...trying to hang in there to help the kids and grandkids.....long, strong and accumulating in small increments as I can.
Ha! once I sent the previous message, it automatically kicked me back in!
LWLG Message Board format
Am at the beach and cleared the cookies from my Microsoft computer and the message board kicked me into the Beta format. How do I get back to the original format?