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Re: DanM51 post# 181048

Thursday, 02/22/2024 4:23:22 PM

Thursday, February 22, 2024 4:23:22 PM

Post# of 189380
Dan,
By 2026/2027, 3 years from now, when according to $LWLG first ever ramp volume forecast, their SP could be trading between $50-$100+, depending on future multiples associated with an AI-critical component supplier, neither Carl nor any other long-term Longs, will remember the discomfort of having to wait those few extra months, early on in the project commercial launching phase... The good thing is, as Longs, we can go to bed at night sleeping like babies, without the fear of the coming breakthrough PR that will light this rocket on fire.
Make no mistake about it: it is coming.

2023 annual letter:
...We continue to receive strong interest in licensing our technologies from companies ranging from innovative start-ups to existing OEM companies, as well as multinational tier-1 corporations which manufacture data communications network equipment. In addition, several of these tier-1 manufacturers have requested to meet and test our polymer modulators, while fiber optic transceiver companies have expressed interest in learning how to implement polymer modulators into their ongoing 800G transceiver development programs. Also of note, several commercial foundries are implementing our PIC designs for multi-channel polymer modulator engines, including 4 channel solutions for 800G. Taken together, we continue to see significant momentum on all fronts and we are highly encouraged by these positive discussions.

GLTAL
AR.
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