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Re: x993231 post# 157800

Friday, 09/15/2023 11:38:39 AM

Friday, September 15, 2023 11:38:39 AM

Post# of 189381

They have not told us, One of the investors put together this best estimate of Earnings on just the single 2km-10km modulator



It looks very tasty. Unfortunately, it's pie in the sky copium. Lightwave itself has said the market opportunity for that space is $2B over the next decade. Yet somehow this person thinks Lightwave alone is going to capture $4B in 7 years?

Now - There's no context associated with these numbers so maybe whoever put it together was looking more broadly and you're incorrect re: what the numbers represent (<10km market).

We believe the ridge waveguide modulator Polymer Stack™ represents our first commercially viable device and targets the fiber optics communications market. We have completed internal market analysis and are initially targeting interconnect reach distances of less than 1km. In these markets, the system network companies are looking to implement modulator-based transceivers that can handle aggregated data rates 800 Gbps and above. The market opportunity for less than 10km is worth over $2B over the next decade.



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