Home > Boards > US Listed > Electronics and components > Lightwave Logic Inc. (LWLG)

Connecting a few dots...

Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (7) | Next 10 | Previous | Next
Photonics_Guy Member Profile
Member Level 
Followed By 41
Posts 376
Boards Moderated 0
Alias Born 10/16/14
160x600 placeholder
Lightwave Logic to Present at December Investor Conferences PR Newswire (US) - 12/1/2021 8:31:00 AM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 11/23/2021 4:23:12 PM
Lightwave Logic reports Q3 results Seeking Alpha - 11/16/2021 8:48:53 AM
Lightwave Logic Provides Third Quarter 2021 Corporate Update PR Newswire (US) - 11/16/2021 8:31:00 AM
Quarterly Report (10-q) Edgar (US Regulatory) - 11/15/2021 4:26:39 PM
Lightwave Logic to Present at November Investor Conferences PR Newswire (US) - 11/3/2021 8:31:00 AM
Star Alliance Intl. Corp. (OTC Pink: STAL) Recent Gold Mine Acquisition NI43-101 InvestorsHub NewsWire - 10/29/2021 7:08:34 AM
Lightwave Logic CEO Dr. Michael Lebby Invited to Give Keynote Speech on PIC Pilot Lines at the 5th PIC International Conference PR Newswire (US) - 10/28/2021 8:31:00 AM
Lightwave Logic CEO Dr. Michael Lebby to Chair PIC International Conference in Belgium on November 9-10, 2021 PR Newswire (US) - 10/26/2021 8:31:00 AM
CEO Presenting on the Emerging Growth Conference on TODAY Register Now InvestorsHub NewsWire - 10/13/2021 7:00:00 AM
Lightwave Logic announces $33M financing agreement with Lincoln Park Capital Fund Seeking Alpha - 10/7/2021 8:50:47 AM
Lightwave Logic Announces $33.0 Million Financing Agreement with Lincoln Park Capital Fund PR Newswire (US) - 10/7/2021 8:31:00 AM
Prospectus Filed Pursuant to Rule 424(b)(5) (424b5) Edgar (US Regulatory) - 10/5/2021 8:41:34 AM
Camber Energy, Houston American Energy lead energy/material gainers; TMC the metals company, Lightwave Logic among major losers Seeking Alpha - 9/29/2021 2:00:05 PM
Lightwave Logic to Present at LD Micro Main Event on October 12, 2021 PR Newswire (US) - 9/28/2021 8:31:00 AM
Lightwave Logic, Western Copper and Gold lead energy/material gainers; ION Geophysical, Alcoa among major losers Seeking Alpha - 9/21/2021 2:00:05 PM
Lightwave Logic skyrockets 20% on setting world-record performance for ultra-high-speed modulators Seeking Alpha - 9/16/2021 3:29:30 PM
Lightwave Logic and Polariton Technologies Achieve World-Record Performance for Ultra-High-Speed Modulators PR Newswire (US) - 9/16/2021 8:31:00 AM
Lightwave Logic Receives 2021 Industry Award for Optical Integration at the European Conference on Optical Communications PR Newswire (US) - 9/15/2021 8:31:00 AM
Lightwave Logic to Ring Nasdaq Closing Bell on Friday, September 10, 2021 PR Newswire (US) - 9/9/2021 8:31:00 AM
Lightwave Logic to Present at H.C. Wainwright 23rd Annual Global Investment Conference on September 13, 2021 PR Newswire (US) - 9/2/2021 9:48:00 PM
Photonics_Guy Member Level  Wednesday, 06/09/21 10:54:35 AM
Re: prototype_101 post# 68928
Post # of 85471 
Connecting a few dots...

Let's review a few facts and see if we can draw some reasonable conclusions.

Facts:

1. Traditionally, Data Center operators (the FAANG's, Facebook, Amazon, etc.) contract with large hardware manufacturers/integrators (Intel, Cisco, etc.) to design/build the data centers to meet specific requirements of the operator. The H/W manufacturers then work with individual transceiver providers to build components that enabled the integrator to meet the requirements of the data center operator. This results in the entire system being "owned" by the data center operator along with all of the leverage that entails. For example, if LWLG modulators were used in this process, then the IP gleaned by Lightwave can only be sold to Intel – control over Lightwave’s revenue and access to markets is in the hands of Intel. This has resulted in an almost monopolistic control over the marketplace into the hands of the large system operators.

2. Dr. Lebby emphasized that LWLG is working with foundries (plural) to provide them with PDKs to allow LWLG IP to be embedded into the foundries' processes to enable various foundry customers to produce components that include LWLG polymers.

3. Dr. Lebby mentioned in the recent AGM presentation of the need for "standardization" in the fabrication of photonics products. Essentially, selecting the features desired from a catalog, customizing the platform and then fabricating them to meet a customer's specific needs.

4. Global Foundries (about to go IPO) purchased a commodity chip operation from IBM. From a Forbes article about GF's Malta operation:
Quote:
Through strategic acquisitions, such as IBM’s microelectronics business, and fruitful partnerships with the likes of Ayar Labs and MACOM, GlobalFoundries quietly became a force in silicon photonics. It’s already captured 10% of the foundry business—if it continues at this rate, it will soon be impossible to overlook.


5. Dr. Karen Liu (VP Marketing LWLG) shows on her profile has having moved to NY Greater Metro area, which is about 30 min from Malta.


Let's see if we can connect a few of these dots...

Suppose that LWLG and GF were to establish a partnership. This would easily enable any number of component manufacturers to include LWLG IP in their transceivers along with the performance benefits of polymers. Then these massive markets are able to be addressed in a much accelerated fashion with relatively small incremental investment as GF already has all the trained staff, factories and equipment along with LWLG's PDK processes in place to instantly spin LWLG polymers into these new components.

If this were to be the case, this partnership would hit the ground running and could ramp up at an astonishing rate. Lightwave would avoid the growing pains of building a company from scratch with the required staffing, training, equipment, real-estate development, testing labs, etc. that would be required if they were to go it alone.

Occam's Razor: "the simplest explanation is usually the best one."

I usually don't operate in the realm of speculation and conjecture, but when taking all the above facts into context and applying Occam's Razor results in the distinct possibility/probability that something similar to the above conclusion may be in the works.

PG

Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (7) | Next 10 | Previous | Next
Follow Board Follow Board Keyboard Shortcuts Report TOS Violation
X
Current Price
Change
Volume
Detailed Quote - Discussion Board
Intraday Chart
+/- to Watchlist
Consent Preferences