KCC correct, 1) from 2008 -2014 LWLG was a very early-stage materials only development company primarily using Universities and Outside Companies to test the materials as they had a TINY BUDGET and virtually NO state-of-the-art testing equipment of their own!! the turnaround times were HORRIBLE and the pace of developments was akin to a snail!!
2) the Industry worked extremely hard in the 80's and 90's for the holy grail of Photonics development which was a stabile Polymer but was largely unsuccessful in ALL their efforts including the largest companies, the government, DOD, DARPA etc
IBM, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, HP, 3M, and others in addition to numerous universities and U.S. Government Agencies, have attempted to produce high-performance, high-stability electro-optic polymers <<<< literally in the Billions R&D $$ were spent to try to do what LWLG has done!
3) in 2014/2015 LWLG made the decision that to progress the science they would need to have device development in-house, the PP's in 2014 and 2015 financed the devices lab
4) Zelibor then got the LWLG to set a focus on a first real in-house prototype RWG modulator that tested well and got the attention of Leonberger and then Lebby who saw that LWLG had the potential to succeed where ALL the behemoths of the Industry had failed!!
5) from 2017 forward Lebby got LWLG's Polymers on the Photonics Roadmap, and as Lebby points out in his presentations, the Industry changed it's perception of Polymers over the next 5 years from not being interested to now seeing the great value Polymers can provide, and finally to the point where there is actually PULL from the End Users, the Google's, Amazon's etc In fact, it was at the OFC 2022 that Lebby said that for the first time he could see that "the gloves were off" and that LWLG's Polymers were being talked about openly at this conference, no longer a discussion only held behind closed doors of NDA'd meetings!!
6) fast forward to 2023 and LWLG is in the drivers seat, Lebby has shown the Customer Funnel with GREATER THAN FIVE LEAD CUSTOMERS and Lebby has been working with SEVEN OR MORE FOUNDRIES on PDK DEVELOPMENTS since 2021 and the FOUNDRIES are now running PRODUCTION TRIALS
7) and all along the way Lebby has LOCKED DOWN the LWLG Polymer technology with an INCREDIBLE PATENT MOAT that provides for FREEDOM OF MANUFACTURING!!!
8) now investors are seeing White papers showing Intel/Ayar Labs working with LWLG Polymers to solve the critical issues of their next-gen MRR's
9) It's a real life Cinderella story!! LWLG has the BEST solution hands down for true Next-Gen transmissions!!
10) the markets are HUGE and LWLG is now on the road to becoming UBIQUITOUS with Customer Acceptance and Ramp on Lebby's Timeline set for 2024!
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