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Thursday, April 25, 2024 10:43:02 PM
Lebby quote came from the Wall Street Transcript Interview (TWST) with Dr. Lebby - August 17, 2023
TWST: So you’re looking at value pricing, where the part might be more expensive, but you’re providing more performance and using less power, and as a result it’s going to be less expensive.
Dr. Lebby: Also, you’re saving the customer architectural IC designs. You don’t need driver chips and they are really expensive, way more than what a device would cost. And so, you’re providing that advantage to network operators.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172679450First
What Lebby told investors in that interview is that the cost of the device, ie the 4x200 PIC Modulator Array chip is LESS than the cost of the Driver(s) that it ELIMINATES!!! And folks, LWLG's technology is the ONLY Next-Gen technology that CAN ELIMINATE the Driver(s)!!!!
Also let's not forget that the Driver(s) is/are power hungry, I know when I asked Bard it responded that it accounted for 40% of the power usage on 8x100 800Gbs and perhaps that is/was high but regardless the Driver(s) is/are known as being a big power user in the Transceiver so if you can eliminate the Driver(s) you are saving a lot of power!!
So what's that worth to the Transceiver companies? you guessed it.... A WHOLE LOT!!!
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
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