Wednesday, November 19, 2014 9:04:48 AM
So any whoos I had a few minutes this morning and thought I’d add my 2 cents worth, I think many on here post when they are consuming adult beverages, not smart in my book (In the morning one might ask “How did I get that hole in my foot?, LOL). OK so these guys are working on something earth shattering, frickin plastic that can control light, plastic that can Alter/Modulate the properties of light not only with Electric but also with Light, think about! Many tried it and could not. Pop Goetz figured out how to do it and set off to do it, lil history, when Fred Jr. was young he wasn’t exactly thrilled about following in his father’s footsteps, I’m not sure of the year but I think it was his first year at the U of D he changed his mind, bottom line he graduated 1st in his class at the U of D nice so after a few years Pop was able to hand off to Jr in an orderly (sort of) fashion, Jr. was brilliant but did not document his work very well. Fred was not a business leader kind of guy and Marcelli was brought in to run the joint, soon after he had taken over the reins Jr had a very unfortunate accident incapacitating him rendering his input/project status pretty much useless. Delay of game, It is my opinion that Bim/Eaton reached out to Ross Fasick (Ex V.P. Dupont) At the time the company did not have sufficient funds nor the expertise to proceed in a straight line towards the finish line. The company was not making a product that was 100% pure nor was it 100% perfected nonetheless everyone that tested it was amazed, however that being said those testing it could not explain the results nor explain the variations in the results. Lah la la Fasick brought in Joe Miller/Glasgow (Cornings Highest Talents) and somewhere along the line Fred Leonberger (JDSU cat, Father of today’s modulators) lent his name to this science. Oh and Turpin has pretty much been around forever, (I think this would have ended with him however Northrop gobbled up his company (I forget the name). OK so yes it has not been a straight line forward especially when all of the outside groups (Private and Academic) try to run with the ball, some even try to claim the ball. As info when a company or University is privy to IP an agreement is signed that prevents others from knowing, furthermore employees are employees and as such investors are not entitled to know every detail of their personal life, some just don’t know when to stop and constantly rehash yesterdays bumps in the road.
So if someone doesn’t like the company for goodness sakes sell the shares and move on like an adult or in other cases already has sold and continues to go back and point to things in the past that led them to that conclusion and look for others to support that historic decision because no doubt they are questioning that decision. OK enough of that, fast forward to toady.
So Lightwave is protecting the IP with Both Trade secrets and Patents why would they do that? IMO because they are onto something that they do not want to put out there for others in the form of a patent, it is called looking out for the shareholders. This is not a One Trick Pony, got it? IMO they are (finally) just about there, they have a handful of variations that they can reproduce reasonably well. They have the bleached waveguides to test the performance, they are in receipt of just about everything (not sure about Opsis mods) they need and should be close to having the clean room up, which if you think about it they would need to produce clean Opsis Prototype Mods, DUH. I’ve been here about 10 years, they have moved a long way from Mom, Pop, Fred and Andrew in the industrial park. Sure it has been a long ride, not sure if the end is near but the talent that has joined the company to Drive this science forward knows more than everyone posting on this board combined. (oh and I think everyone of them is still here and as I understand it still hits the lab regularly, you heard Z, he said something like those that appear to have left have not actually left, they are still here).
So I’m still supporting them 100%, I do not think that criticizing them is going to help anything. The timeline here may not fit in with many, as Fred Jr. used to say many, many times, “X, it is Science”
I so wish Pop and Fred Jr. were here to see these next few steps play out, I’ve Been here since day one and supported this science from the beginning, could I be wrong, heck yes but I am not selling at this stage. Fred always said that he was 10 years ahead, he wasn’t bragging just being honest, Miller even said that even if they had it perfected the world was not ready for it. As many of you have noticed all of the sudden (seamily from out of the blue) there are many headlines of folks that are playing in this space. We are not privy to the science but I mean sit back and look, Chemical Lab, Device Lab, 2 different devices have proved out, Agreements are being shopped, Foundries delivering, Clean room almost there. Whatever guys, As Always, Have a great Day, Don’t beat the Dog, Your Neighbor or some anonymous Cat on the internet.
Trying to be respectful as always, Gotta Blow the Leaves (Brrrr)
X
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