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Re: StevenDice post# 158124

Monday, 09/18/2023 11:18:38 AM

Monday, September 18, 2023 11:18:38 AM

Post# of 195879
Dice:
Foundries are notoriously secretive about what they do. This is a well known fact. They hold their secrets close and reason for this is to gain an advantage over their competition.
In particular their yields on new technologies from the PVT’s are not released to the public. Millions in profit are at stake.
Once you accept the truth of this secretive nature of foundries then it becomes easy to understand why Lightwave will not and cannot give us information about what foundries they are working with and what results they are getting from those foundries.
We need to factor this in when making the suggestion that Lightwave is not being candid with their progress or lack there of.
If the evidence from their patents is any indicator of progress then there is good reason to believe they are much further along than they are letting on. For an example their ALD patent release indicted, in retrospect, that they had been using this ADL process in the manufacturing of modulators for many many months and yet we did not know about it. What was there reason for holding back this information from investors? Can you guess? I can. It is simple.
We also need to think about the nature of Lightwave’s polymers. This is a VERY disruptive technology with huge implications for the industry. Because of this it necessitates that the company handle things very carefully. They have potential enemies who do not want their business to become obsolete or their profits to disappear. Better that Lightwave win over these companies rather than make them enemies. So lightwave has to be very careful about what they release to the public and when. This by necessity requires them to withhold information.
Balancing all of this out and being accountable to share holders at the same time is not an easy matter is all that I am saying.

Best to you,

L_R
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