Messi, I agree with your thinking 100% and this statement you make is SO important!
I'm convinced that we are engaging right now with High-speed optics manufacturers, networking equipment manufacturers and internet & communications Service Providers.
After listening to the ASM a couple of times more, I am equally convinced that Dr Lebby is interfacing at every level of the Industry food chain, and I will take it one step further in saying that it would not surprise me to see a big deal with the giant end users, ie Facebook, Amazon, etc, think about what Amazon is doing with it's own delivery vehicles which compete directly with UPS and FedEx, this is a trend that extends to Data, there are articles out there about these giants doing their own "whitebox" transceivers, and I bet you they will continue to try and cut out the middle of the Industry's current food chain, and what better way to get a leg up on the Cisco's etc, then to deal directly with LWLG's true next-gen devices that distance the Legacy technologies, think speed, power, size and cost! LWLG wins on ALL of these!
Oh, and I have not detected one iota of fear in any public event since the Feb 28, 2019 news release of the incredible Gen 2/2* PkM series materials, that includes the PIC conference in Mar 2019 where LWLG actually won BEST PIC ACHIEVEMENT over Intel, Broadcom, Infinera, Rockley, and the Apr 2019 Investor Summit where Dr Lebby said "we haven't gone public with sales yet", "but when you have a device that can go twice as fast as the competition and at much much lower power", and then again at the May 2019 ASM where Dr Lebby said he is currently maintaining and regularly updating "internal revenue forecasts" and displayed "spider charts" that showed incredible strength of all the criteria that make a device commercial worthy!
And don't forget that STABILITY is and always has been LWLG's strong suit, so as Dr Leonberger said at the ASM
Fred Leonberger: Great to see him there. He was very enthusiastic and said the data will come and "it will be great."
