Lightwave Logic Inc (LWLG)

[jeunke22]

Just left the Optica meeting in Amsterdam on Lineair Drive Optics. Listened to Andy Bertholsheim and the CTO from NLM.
Few of my take aways:
Andy recognizes that new technologies may be required after 2027. From now on he is focussing on system design simplification and standardization for LPO and LRO. Not ready, need lots of testing, but there is perspective using the linearity of silicon photonics . Need for low power modulators e.g. TFLN organic materials or BTO.
Basically he is working with Arista solutions we saw last year at OFC ( remember 800G comparison with Lightwaves slot modulator with a smaller form factor and a much higher bandwidth)) . Andy sees need for polymers from 2027 when industry hits the bandwidth wall with current ( Arista) solutions. NLM guy confirms planning to be ready from 2026 /2027 onwards. Andy telling that data industry wants proven technology like lasers, silicon photonics and the industry needs to make decisions now for installing mid 2025. Confirmed they need more bandwidth away from 400 to 800G in asap. Question to Andy : Is polymer ready? Andy: I don't know ,I am interested in Arista shipments for 2025 and if polymers come we can easily plug them in.
LWLG has nothing to be afraid of and a competition taking its time. It's incumbent and current performance versus innovative LWLG and its clear path to the future. Why would the industry wait till 2027 if they can have the solution today? Bit dissapointed in the meeting and Mark Lutkowitz was even clearer. He thought the LPO /LRO initiative is a farce and a waste of time.