40 NDAs: I GOT A SAMPLE!, and NLM saying samples of polymer product in 2026 comment:
NLM said POLYMERS - not "NLM Polymers" as you just wrote - would not be available until 2026 for sampling, and volume not until 2027-2028. That's how I took it. Maybe he was referring to NLM Polymers, but he was answering the general question about polymers.
Andy said he had no idea when....hmmm why would he say that when Dr Lebby supposedly has said Andy needs to "update his slide" many months ago? IF my notes are right Andy just said the customers are "quite risk averse" and they want to stay with mature, stable technologies. No big surprise there...all indications to me (and we saw this as clear as a bell at ECOC 2023) is that the big wigs are just starting to even consider something like what Lightwave offers.."interest in learning"..Folks, this just seems worlds away still..and the tells from Dr Lebby after his Dec 4 "deals real soon" fiasco are quite clear (reliability and scalabilty concerns, will be demoing their tech (but no product) for the next 6 months).... This is DEAD MONEY FOR QUITE A WHILE at best, I believe.
It's so freakin obvious that there are significant technological barriers at this point (ie no product demo even!) that I'm embarrassed for all of you longs.
Your complaint about Mark calling out Lebby on LinkedIn when Lebby wasn't going to be in the meeting is absurd. Atkeim is on the meeting - and Lebby is on Linkedin. Mark L, who Pozo just said is "very respected" simply is voicing what he is SEEING IN THE INDUSTRY. He is NOT SEEING anything to suggest near term commercialization by Lightwave. Why should anyone fault him for that?
Your accusation that Mark is being PAID to promote TFLN is also absurd.
You complained after my last post that I didn't answer you re the technology of Lightwave vs TFLN. I did. The basic answer is that TFLN's capabilities are far more known within the industry than Lightwave's, and the INDUSTRY gets to decide. Dr Lebby said the industry has issues with reliability of Lightwave's polymers. That's the bottom line. It's up to Lightwave to prove everyone wrong.
The big defense is NDA secrecy. So, Lightwave says they have 40 NDAs? Someone sent me a copy of one:
"All information I'm about to be shown by Lightwave Logic is strictly confidential and I agree I will never discuss anything pertaining to it with anyone other than authorized individuals as defined by Lightwave. I understand that if I fail to follow these guidelines my butt is on the line.
Signed,
My Butt "
(satire)
More Belgiums I honest don't know. I tried to find out - very politely and was not replied to.
