Andy did not express any doubt and in fact expects high volume manufacturing of EO polymers in the future. Andy and Michael had lunch last week I was told. Michael was sure to tell Andy that the reliability part of the equation is solved.
Any "doubt" stems from the fact that for 30+ years the industry toyed with unstable material and only in the last few years has anyone gotten a taste of stable and reliable material.
It is still a "show me" story, of course.
Multiple people/companies mentioned they will use LWLG's EO polymer modulators when available.
The full OFC report will not be shared publicly. I will post a summarized LWLG specific version on Reddit, but everyone needs to get off the edge of their seats.
I'll let LWLG management do the talking over the coming months.
But again, I am 100% confident in the commercialization of this technology. But, to many I am just a stranger on the internet so I hope to God no one is basing investment decisions on anything shared on social forums. After all...I could be lying and selling my shares as we speak. Kidding, of course.
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