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Saturday, October 15, 2022 6:08:18 PM
There are some highly emotional investors that read this board. Frankly, X and a very few others are all that keep this board worth reading. Rather, we should be thanking those who post WITHOUT the exaggerations. Unfortunately I suspect our first foundry "feedback" announcement will disappoint a few because I believe revenue will not be attached as others suggest (Proto comes to mind). The shorts may take advantage of such zealous posts. The statement often quoted here from the ASM is not as clear to me about initial revenue as is claimed.
Dang X, I hope you are wrong with the shorts adding another 5 million when we get the foundry update. Hopefully the second foundry announcement comes soon after and disrupts their effort.
So thinking out loud. Lebby told us 5 foundries were involved already. He specifically indicated 2 would report in 2nd half of '22. That tells me the 2 were much further along and the back 'n forth between Lightwave and them (running batches, testing, tweaking, running batches,...on and on) was far enough along to tell us the announcement would happen in '22.
Don't panic people if we get the GREAT news some of us expect but short of attached revenue as some believe. A foundry announcement of success will be fantastic. Anything more than that is gravy. Don't let the shorts twist the facts. You can bet whatever is announced won't be good enough for them. Period.
Jorge...
Recent LWLG News
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