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Alias Born | 04/22/2010 |
Sunday, May 28, 2023 7:14:18 AM
Ok, let's start with the list of companies that Lebby has shown investors in the funnel, I don't believe Lebby just dropped random company names into this funnel, I believe Lebby is great at dropping little easter eggs into his presentations and that this list has a good deal of names with purpose to LWLG, ok so from top to bottom we see
Amazon, Meta, Microsoft, Oracle, Cisco, Arista, Samsung, OpenLight, Tower, AWS, Raytheon, Jabil, Google, D.WAVE, Gobal Foundries, Nvidia, Nokia, Xfab, Fujitsu, Ciena
Wow!! That is quite a list!!
Here are my Summary takeaways,
1) It is not surprising to see all of the largest End Users ie. Google, Amazon, etc on this list
2) It is interesting that Lebby listed these specific Foundries, a) Samsung b) Tower c) Global Foundries d) Xfab e) Fujitsu
3) It is interesting to see Raytheon listed but NOT Lockheed Martin (seeing as how LMT had a LT past relationship with LWLG)
4) It is interesting to see OpenLight, which is a 2022 startup company that provides a new SiP platform being implemented by Tower
5) It is interesting to see these Tier 1 Network builders on this list a) Cisco b) Ciena c) Nokia
Note: Ciena had been listed in LWLG's FAQ's list as a potential Customer some time ago, and Lebby has told investors that LWLG must work with the "Switching/Routing" Networkers so as to handle the higher speeds that LWLG will be sending through the "pipes"
6) It is interesting to see one of the largest Contract Manufacturers, Jabil, listed
7) It is interesting to see quantum computing company D.WAVE on this list too
Here are a few comments I have regarding those Summary bullet points above,
1) #2 and #4 are Intel related, the Tower Foundry was listed by Bard AI as the "first" Foundry that LWLG had a deal with, and OpenLight is providing a new SiP platform being implemented by Tower
here's some info on OpenLight >> https://semiconductor-today.com/news_items/2022/jun/openlight-070622.shtml
2) Global Foundries pops up here on the "short list" of Foundries, also considering the number of Foundries listed here I would not be surprised at all that each and every one of these is in "deep" relationship now with LWLG
3) Jabil worked with GIG in the past so they would be a logical fit for Contract Manufacturing needs
4) Raytheon & D.WAVE seem to be such "outliers" to LWLG's stated market disruption plans that they almost certainly have to have working relationships with LWLG currently, this is really cool!
Ok, bottom line takeaways are that LWLG is going to become a HUGE HUGE HUGE company!!!
and.....
Shorts really need to COVER NOW!!!
Recent LWLG News
- Lightwave Logic and Polariton to Jointly Showcase Packaged Electro-Optic Polymer Modulators at the European Conference on Optical Communications • PR Newswire (US) • 09/24/2024 08:05:00 PM
- Lightwave Logic Receives 2024 Industry Innovation Award for Hybrid PIC/Optical Integration Platform at the European Conference on Optical Communications (ECOC) • PR Newswire (US) • 09/24/2024 12:31:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 09/09/2024 08:00:09 PM
- LIGHTWAVE LOGIC APPOINTS FORMER DUPONT EXECUTIVE THOMAS CONNELLY, JR. TO BOARD OF DIRECTORS • PR Newswire (US) • 09/09/2024 12:31:00 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 08/13/2024 08:58:16 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/12/2024 08:30:07 PM
- Lightwave Logic Provides Second Quarter 2024 Corporate Update • PR Newswire (US) • 08/12/2024 12:31:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/09/2024 08:14:43 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 08/09/2024 08:10:18 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 08/09/2024 08:08:25 PM
- Form EFFECT - Notice of Effectiveness • Edgar (US Regulatory) • 08/06/2024 04:15:14 AM
- Form S-3/A - Registration statement under Securities Act of 1933: [Amend] • Edgar (US Regulatory) • 07/31/2024 09:05:40 PM
- Lightwave Logic Invited to Present at 2024 European Conference on Optical Communications • PR Newswire (US) • 07/30/2024 12:31:00 PM
- Form S-3 - Registration statement under Securities Act of 1933 • Edgar (US Regulatory) • 07/26/2024 09:07:10 PM
- Lightwave Logic Appoints Industry Veteran Yves LeMaitre to Board of Directors • PR Newswire (US) • 07/23/2024 12:31:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 07/22/2024 08:47:34 PM
- Lightwave Logic Reaffirms Commercialization Timeline Presented at the 2024 Annual Shareholder Meeting • PR Newswire (US) • 06/03/2024 12:31:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/24/2024 08:01:14 PM
- Lightwave Logic and Advanced Micro Foundry (AMF) Partner to Accelerate Development of Silicon Photonics Modulators Using Electro-Optic Polymers • PR Newswire (US) • 05/21/2024 12:31:00 PM
- Lightwave Logic Provides First Quarter 2024 Corporate Update • PR Newswire (US) • 05/13/2024 12:31:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/10/2024 08:41:09 PM
- Lightwave Logic Demonstrates Thought Leadership with Critical Contributions to Global Integrated Photonics Industry Roadmap • PR Newswire (US) • 04/16/2024 12:31:00 PM
- Lightwave Logic Secures New Patent for Diamondoid Non-linear Optical Chromophore Patent to Improves Material Robustness • PR Newswire (US) • 04/01/2024 12:31:00 PM
- Lightwave Logic EO Polymer Achieves World-Class Performance of 400Gbps with Plasmonic Mach Zehnder Modulator • PR Newswire (US) • 03/28/2024 12:31:00 PM
- Lightwave Logic Demonstrates World-Class 200Gbps Heterogeneous Polymer/Silicon Photonic Modulator Results • PR Newswire (US) • 03/25/2024 12:31:00 PM
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