Lightwave Logic Inc (LWLG)

[prototype_101]

I do not doubt his (Lebby's) ability to lock in the best deal for LWLG. I’ve spent multiple hours with him in person and I promise you we are in good hands.

They’re clearly working with an end-user for these modulators and I’ve seen multiple confirmations from MZ/LWLG that this customer is large.

The recent December shareholder letter mentioned more reliability testing. After that, I theorized that the end user must be requesting data from multiple foundry runs. Makes sense to me.

I basically got confirmation of that Sunday night at the panel. Lebby mentioned they have been building a statistical model for devices being produced.

The billion dollar question is…when is enough, enough?

The only real goal that has yet to happen is a tech transfer to a foundry. A question that will be asked in May will revolve around why did the company previously make that a goal knowing the work that still needed to be done.

My main guess is the ‘ALD’ issue. That was a significant delay IMO.

Also, I think the original foundry tech transfer goal revolved around a general material license/know-how transfer that would allow foundry customers access to the technology with no predetermined device in mind. I think there was a change in strategy where LWLG wanted to get the PICs optimized and complete (creating a product) before letting the wild have access to the EOP. In hindsight, this appears to create the most value for the company (yet to be seen of course).

Anyway…I’m rambling a bit.

I still see nothing but progress for LWLG and an industry that is increasingly becoming willing to accept a new technology like this.

-KCC

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174119207

I was able to watch the panel last night and Lebby dropped some bombshells in the Q&A about wafer scale poling.

Thousands. At. A. Time.

Foundry delivers poled wafers.

Packaged modulators at 6,000 hours (my guess was 7k…I was close)

Packaged modulators running at 200G per lane. Great.

LWLG has been building a statistical model/database on devices for reliability. So it appears my suspicions were correct on that.

Also…more confirmation that TFLN needs more time to commercialize.

-KCC

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174105433

Many thanks to KCC for reporting back from the OFC event!!