from Herman Slegers on the latest PR
Just an explanation of the last super important PR from a non-techie to a non-techie in human language.
This PR was super important because it completely dismissed possible industry doubts about polymers.
The impact on the share price will be minimal because the PR was primarily intended for the industry and not for shareholders.
CEO Michael Lebby is systematically refuting any doubt about polymers and that promises for the meeting of 15 September.
In human language what was all said in this PR:
- The issue of heat resistance of polymers was completely dismissed with the following:" This provides not only better thermal performance, but also enables greater design flexibility in high-volume silicon foundry PDK"
- Top of the bill was the confirmation of a doubling of the R33 value which should bring us to an r33 between 400 and 500pm/v just amazing. For the non specialists an explanation of the importance of R33 by a non specialist so in human language I hope. R33 is a measure of how much electricity is needed to generate a full signal. So a high r33 is a measure of high efficiency. There is in fact a negative correlation between bandwidth and "power", the fact that lwlg combines high thermal stability with low power input and high speed is unseen. A second negative correlation is between power and size, the smaller the modulator the more power you need. The only parameter that can improve" low power" and "small size" is a high R33 and that is what the new PR tells us. A pm/v (picometer/volt) of more than 200 can also provide "direct drive" in the case of LWLG. And let's not direct drive be just the factor that saves the most in both energy and production costs. I hope in this way to make clear the importance of recent PR.
- Another highlight in this PR is the following statement by CEO Dr Lebby:" This is critical as we seek to make our technology ubiquitous throughout the marketplace." I had to look up the word ubiquitous myself but was very pleased with the result . I think it is impossible to communicate with more confidence than that.
- The statement that this innovation came about through interaction with customers is also an important aspect.
With this, I hope to be able to bring a little more clarity to this technical matter which, as I said, was primarily intended for the industry. The effect on lwlg's share price will be minimal because those who understand this PR either cannot respond because they are under NDA, or because they can only trade on Nasdaq, or already have enough shares in portfolio. The message given here is that Lightwave Logic is ready to set a standard. The clear message to the industry is we have a solution that is energy efficient, at an unprecedented speed, and simple and cheap to produce. The challenge for powerful players like Intel, Ibm, Cisco and others is either find something better or "join us or get killed". There will undoubtedly be a lot of resistance from market leaders looking to consolidate their positions and that may yet cause volatility in the Lightwave Logic share price. But the bottom line of the PR is that all possible skepticism has been refuted and I am convinced that CEO Dr Lebby will give us more clarity in September.
Conclusion: destined for investors with nerves of steel with lots of guts but also with potential that is unseen.
Kind regards
Herman
