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Saturday, April 06, 2024 12:52:33 PM
Two piece of logic for you to ponder:
First, the very fact that Bard would take ANY wild suggestion and repeat it as though it was a fact just goes to show how LITTLE actual fact-based info Bard was working with.
Second: If the Google partnership were real, then so are the other 9 top semiconductor partnerships you repeatedly blasted on this board which resulted in a mini-rally of the stock last year about this time. Yet anyone with grey matter would know that if even ONE of those partnerships were meaningful the stock wouldn't be sitting near 52 week lows especially if the OFC demo was truly significant.
I'm sure it is getting better but the Bard people relied on was a joke...as are all the statements some have relied upon to determine that a deal is coming any day over the last dozen year..
No deals are likely over the next 6 months -- Dr Lebby just tried to reset shareholder expectations by giving an EXPLICIT 6 MONTH TIMEFRAME for more demos of the type seen at OFC.. Proto is right in saying that that doesn't PRECLUDE deals or progression toward deals but he also said that demos were happening 2 years ago...Those that are able to read the bigger picture see clearly what Dr Lebby is doing: He raised expectations in Dec in order to stop a share price falling like a rock. Then he had to eat crow and say something more truthful - ie that reliability and scalability concerns are DELAYING deals, and that he recognized there is a need for him to reset shareholder expectations.
And NOW - by giving the 6 months and announcing a demo at ASM , he is attempting to reduce the flak that would have been inevitable at the ASM after not getting a deal in 6 months after saying several are imminent.
There are 2 issues: First, is the tech ready to go. I think it is not. The second is even if the tech IS ready to go does the market want it? We have ZERO evidence that they do. Hypercenters are eyeing nuclear energy to reduce power https://www.lastenergy.com/blog/nuclear-energy-and-hyperscale-data-centers
and there is plenty of work utilizing VCSELS to reduce power consumption https://opg.optica.org/oe/fulltext.cfm?uri=oe-28-13-18931&id=432537
Even if Lightwave won't be needed once alternatives are embraced, if using Lightwave's modulators were EASY, one would think we would already have products in production. It has NOT been easy and IMO it continues to NOT be easy. They are hiding all kinds of 'somethings', imo
People that continue to hang onto the "credibility" issue are not giving proper weight to REAL reasons for the day of ASM announcement last year, nor the "deals coming real soon" announcement on Dec 4. It was all about avoiding an honest discussion and trying to keep hope alive even when it wasn't deserved. How can anyone not see that?
..
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