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Wednesday, 04/08/2020 10:17:33 AM

Wednesday, April 08, 2020 10:17:33 AM

Post# of 204030
Richard correctly stated, The customer wouldn't have been able to provide LWLG with performance feedback before testing a packaged prototype. So Lebby has just alluded that the leading IC vendor has evaluated a packaged prototype and requested further optimization. Then they receive the revised version and send the transceiver to the datacenter operator.

Final steps. The final steps.


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=153283458

LWLG is beyond the technological developments necessary to prove they have the true Next-Gen solution! They are doing final steps before Initial Design in which then starts the TIME of revenues! As ML has told investors >>

we'll (LWLG) get lots of low and medium type business (orders) and then we'll see very very quickly how it will scale -ML

Let's not forget the point ML has made multiple times and was reiterated by JM that LWLG is working both ends of the Supply Chain, don't be surprised if a Facebook, Google, or Amazon decide to swoop down on LWLG just as LWLG starts getting Supply Agreement deals for its Chips, which BTW is something that I have been talking about as potential for 2020 for some time now, remember ML's obsession with "Chips per Quarter" metric and getting LWLG to levels of already existing and comparable Industry Modulator Suppliers, so YES, whether as discrete devices, or as a "part" for a Transceiver build, this is now confirmed to be expected by Investors as one of the elements of LWLG's Multi-Pronged Business Strategy!

And don't think the FANG's won't swoop in to scoop up LWLG's incredible technology, just look at Amazon Prime trucks encroaching on FedEx and UPS, and Facebook already has "Whitebox" Transceivers of their own today, so certainly not a stretch for one of them to pony up a few Billion $$ for LWLG's technology

Further evidence of upcoming Supply Agreements from ML's WSR interview where he told Investors starting at the 19 min marker of the 1/30/20 webcast interview,

Now you may, in this sort of business you may encounter huge volumes straight out of the chute , and if that's the case, then you know the right thing to do is look at that opportunity and evaluate that opportunity from a risk standpoint and say, can we do that in our current facility? if we can't do that in our current facility, and you know the opportunity for initial volume is so great, then you look at either expanding our facility ourselves or working with somebody that has experience with these higher volumes, and working out how to keep the customer happy... those are problems I'd love to have,and I have seen this happen before, but I think from our standpoint right now, I think our expectations are that we'll get lots of low and medium type business (orders) and then we'll see very very quickly how it will scale, but we're very very comfortable in our technology today because we've designed it to scale to volume -ML

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