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Friday, 11/03/2023 2:08:39 AM

Friday, November 03, 2023 2:08:39 AM

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What we learned from Michael Lebby is that he is totally focussed on commercializing electro-optic polymers. Yes the competition has discovered the 800G transceiver opportunity, but the latest products are complex ( 8 lanes) and power hungry. Competition in the area of fast and lower power modulators is indicative for and only confirms Lightwave’s positioning to be leading in this space. Especially since Lightwave offers a clear future roadmap beyond these speeds and power efficiencies, something the competition is unable to achieve without the use of electro optical polymers. I am sure Lebby will provide updates when it’s benefits Lightwave’s commercial position in the market place as to not prematurely alert competition. Lebby’s recent statement that Lightwave wants the lion’s share of the upcoming billion dollar market opportunity shows his confidence. Waiting patiently to see this unfold and very confident that we will be updated rather sooner than later.
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