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Re: gatesoft55 post# 30797

Wednesday, 10/18/2017 8:57:25 AM

Wednesday, October 18, 2017 8:57:25 AM

Post# of 195116
I agree Gates, my unknown is, when will they have that demonstrable device that will allow potential suitors to view the performance of this technology? To LWLG's benefit, epitaxial growth complexities don't appear to be a factor. But it does seem that the 'spin on' technology discussed here is being replaced with components and devices such as the modulators. So the idea of licensing the technology is not as much at the forefront as the cycle of device development (prototype, test, validate, prove mass production and again test, supply chain etc.). Completion of each stage brings a multiple to the value and each has a time interval. Hopefully, they decide to partner or sell at a point where the time value is at its optimal point. For me that is at the point of validation because I don't see commercialization as an obstacle for a resource rich suitor.

I want to see a detailed product roadmap, when that can be shown, we will begin to have an ability to estimate a value based on addressable markets, more importantly, suitors will be able to see the cost of NOT having access to the technology.
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