Ted is right, the perspective on Lightwave's prospects come down to credibility. Credibility has to be considered based on what Dr. Lebby reports publically as well as what an informed person knows about the semiconductor industry, how long it takes to develop new technology and competiition/NDAs likely in place.
Dr. Lebby has told us that manufacturing using completed PDKs is working at the foundry level. Some believe him and others don't.
Most have heard the old saying "A leopard doesn't change its spots". The meaning goes to people will behave through their adult life with the same quality of a moral compass, good or bad, and makes good choices or bad ones consistently. based on that. The Bashers say Dr. Lebby is being purposely deceitful to shareholders and basically stringing us along.
I put a lot of stock in the quality of the person delivering the message. Dr. Lebby has beean in the public eye for decades. He has over 450 patents internationally. Do you think he could get away with lies in writing these patents? He has extensive speaking history to colleagues, interacting with luminaries in the photonics and semiconductor industry. Do you think he would have that good a reputation if he was decietful? I don't and that is why when he says the tech will become "ubiquitous" I believe, at least it will be taken up widely based on reported specs to date (more to come Monday) and Dr. Lebby's integrity as a responsible leader. I believe NDAs limit what he can say and I take that into account when it comes to names of partners now. It would be silly to give out hints of how many NDAs there are or the size of companies under NDAs and turning it into a guessing game for shareholders and competing companies. NDAs anticipate well the information that must be held back so they are tight. That is why he can tell us about success of testing and manufacturing in general terms and being ready for commercialization and not much more until the partners under the NDA agree.
I can't see how such a man would jeopardize his legacy with a scandal based on lies about technology development.
