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Re: vein post# 130614

Tuesday, 01/17/2023 4:20:04 PM

Tuesday, January 17, 2023 4:20:04 PM

Post# of 132515
Vein, believe me, I share your impatience...but:

What i believe is happening here is that there is a shift:
In the last couple years, Dr Lebby had been focusing his time to help build the financial backbone of the company by attending investor conferences to bring in institutional investors. In the last 15 months, since the Nasdaq up-list, we have seen that growth with now over 1/4 of the shares in the hands of institutions.
Recently, it seems to me we are back to technical presentations, with a focus on a specific message:
Technology markets are evolving very fast! New markets of substantial sizes are emerging on the horizon : (per slide 16 of the ASM found here:

Photonic Applic. Photonic components market (est.2030)
Fiber comms ~$60-80B Existing/very strong growth
HPC/compute/AI ~$10-20B Existing/very strong growth
DCI/datacenter ~$20-30B Existing/strong growth
5G systems/backhaul/RF~$5 Existing/strong growth
Display/project ~$10-20B High-volume/strong forecast
Automotive(LIDAR) ~$30-50B High-volume & very strong forecast
Optical sensing/3D ~$4-10B High-volume & solid forecast
Bio-photonic sensing ~$2-5B Strong forecast
Medical ~$5-10B Strong forecast
Instrumentation ~$2-3B Strong forecast

If traditional electronics silicon foundries want to gain a share of these future markets, they need to start including photonics in their know-how, or they will be left behind: Dr Lebby is more subtle in his messaging, he often says "foundries like to produce more wafers".

But until this point in time, the market was completely unaware of this trend. GFS announcement of their efforts to build the Fotonix ecosystem at last year's OFC was the opening salvo. When you see the efforts that J Pozo, Chief Technology Officer at Optica, is putting into sharing the capacity of new materials to be processed on traditional foundry equipment without any changes to the processes, it follows the same objective.

In my opinion, it is called priming the pump.
So when the proper commercial agreement news is released by our little gem, it won't happen in a vacuum! And the trade magazines of the world, like Laser Focus World today, will be able to follow up on hybrid integration and then On-chip integration, until in a near future, we will hear of all-optical processing made possible by a new generation of superfast polymers.

Yes, it takes time to move a whole industry, but behold what is happening in front of our very own eyes...

It's like investing in Intel in the 1970s: Hold on for dear life to your shares for the next decade.


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