Here is list of what the shorts stated. Vs what actually happened here.
Basically, the shorts were just trying to deter investors and promote shorting.
1.) The shorts had worked for months to try and convince investors that Lightwave had a problem poling. Then low and behold Lightwave just unveiled 2 patents they submitted years ago solving that issue.
2.) The shorts claimed for years Lightwave could not protect the device in anything other than a gold box, then Lightwave unveiled the ALD patent that they had acquired. Basically, hair spray over the finished chip is all that is needed. The foundries are using the same thing over the electronics side of the chip. Prrrrfect Batman, Perfect.
Understand that even if someone else invents an EO Polymer Lightwave Owns the Patent on ALD over Polymers. Comprende?
3.) The shorts claimed Lightwaves material was not stable, Wham Bam blown out of the water yet again. I smoked my bronco tires when I saw the data.
4.) Shorts said that Lightwave could never get this under 1 volt, well Lightwave did, in fact Lightwaves polymer is so sensitive that their modulators can function without the aid of driver to boost the voltage. Basically the electriic in the 1's and 0's rolling off the silicon can embed themselves into the laser using Lightwaves polymer. Oh and by the way, Lightwave also owns the patent on a driverless Polymer Modulator. Even if someone perfects a stable sensitive EO polymer when the try direct drive, they have to come knocking on Lightwaves door with cash in hand.
5.) For the 6 months leading up to the annual shareholder meeting the shorts stated Lightwave could not close a commercial deal all the while the shorts borrowed and sold an additional 4 million shares trying to convince some that the sky was falling and once again Lebby delivered.
6.) For months the shorts said Lightwave could not use anything other than gold on their electrodes, well guess the F what, yup, once again (at the shareholders meeting) Lebby put up a slide of successful foundry runs and when asked by me if the contacts labeled AL on the slide stood for Aluminum Lebby said “yes, we use that any many other materials as well”. I asked about aluminum corrosion, the response was, X (you idiot) that is what the ALD will also protect.
7.) The Shorts were trying to convince longs that the foundry had not made progress on PDK’s, Lebby certainly blew them out of the water on that as well. As info PDK’s are process development kits, it is how the foundries make Lightwaves devices available to the public so when an NVDA’s, Amazon (AWS), Cisco or Fujitsu is designing they can check that box and add that to their device in the foundry.
8) The latest falshood is that the Polymer degrades just like LED’s therefore they cannot become ubiquitous. As info LED's were invented over 100 years ago, I think he meant OLEDs but Lightwaves polymer does not produce light, that come from an InP laser. Mixing apples and oranges. Lightwaves Polymer Switches the Light. Oh and by the way both LEDs and OLEDs are ubiquitous.
The shorts are worried folks and it is obvious that whomever they got their info from was consistently years behind making up issues that had in fact already been solved.
Lightwave is finally at the stage where they have the patents in place, leased additional lab space, hired additional lab personnel for making larger quantities of perkinamine, (a few fluid ounces can make thousands of devices) the new lab will be also to test larger quantities of chips coming back from foundries, work on new polymers for additional devices (currently they have 4 polymers that are available) produce data sheets, standardize bulk testing they have even hired a dedicated deal maker, oh also a V.P. dedicated just to working with foundries that are both actively running wafers and at the head of the line ready to do their first run.
This thing will in fact snowball because the industry's "go to" good old silicon photonics has hit the wall it simply cannot run faster. Lightwaves material when added applied to Silicon trips the speed and because it is so sensitive it is 30times smaller and uses 1/10 the power all at a time when AI is pushing the amount of data processed by the data centers through the roof.
Lightwave makes the thing that makes the component better anyone communicating using fiber optics needs it, the entire industry needs it. Think if BASF produces a chemical that makes paint last longer. Why would the paint manufacture tell its competitors what makes their paint so durable. Lightwave is going partner with many and they will simply sell devices that are faster and require less energy, those companies are not going to tell the competition what they do to make that happen. Lightwave will quietly market to the tier1's and they will insist on it. The one exception that I see is that if the foundry runs were paid for by Lightwave Logic (vs. say an amazon or facebook etc) Lightwave would do joint public PR of where the industry can order chips with Lightwaves Perkinamine on it (It is called checking the box on the PDK).
The shorting situation will be solved by additional Partnerships and look out when those Partnerships are accompanied by a dividend in a new 3rd party company licensing say the ability to develop the Lidar device market or for the biotech crowd a medical sensing partner, wham short situation solved in short order. Remember that currently they are only talking about Telcom 2km to 10km market but there are so many more.
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Xberger Understand that Lightwave approached some foundries on their own and were directed to work with others by a few tier 1's. I'd bet the tier 1's pay the foundry while Lightwave pays on the ones they approached.
Bullish
