Lightwave Logic Inc (LWLG)

[Lewrock]

Yes, it has taken much longer than expected. That is the source of great frustration for sure. However, there is no evidence of any showstopper news. All of the potential flaws brought up by Pumpkin and many many others have been solved.

It is my suspicion that the continuous request for more reliability data is a stall tactic by the tier 1 purchasing teams. Back in the day there was an industry saying, “nobody ever got fired buying from IBM.” In that same cautionary spirit, today’s purchasing teams need to evaluate the newest product offerings from all suppliers of 800g. They need to evaluate the spec sheets and prototypes before they place an order.

The ASM meeting PR was strategic, in my opinion. It was a way of telling shareholders they have a PIC to demonstrate. The details will be announced as soon as it fits the strategy. Prototypes of this PIC have been in test mode with potential customers for some time now.

The due diligence being conducted by the major players today is all about high volume supply. It doesn’t matter which sales prong gets the order. “They” are interested in tens of millions of transceivers to retrofit their data centers.