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Saturday, 05/11/2024 8:43:38 AM

Saturday, May 11, 2024 8:43:38 AM

Post# of 191538
Let's talk about the "Growth Funnel - Internal Roadmap" Slides 38 & 39

Ok, let's start with the list of companies that Lebby has shown investors in the funnel, I don't believe Lebby just dropped random company names into this funnel, I believe Lebby is great at dropping little easter eggs into his presentations and that this list has a good deal of names with purpose to LWLG, ok so from top to bottom we see

Amazon, Meta, Microsoft, Oracle, Cisco, Arista, Samsung, OpenLight, Tower, AWS, Raytheon, Jabil, Google, D.WAVE, Gobal Foundries, Nvidia, Nokia, Xfab, Fujitsu, Ciena

Wow!! That is quite a list!!

Here are my Summary takeaways,

1) It is not surprising to see all of the largest End Users ie. Google, Amazon, Meta, etc on this list

2) It is interesting that Lebby listed these specific Foundries, a) Samsung b) Tower c) Global Foundries d) Xfab e) Fujitsu

3) It is interesting to see Raytheon listed but NOT Lockheed Martin (seeing as how LMT had a LT past relationship with LWLG)

4) It is interesting to see OpenLight, which is a 2022 startup company that provides a new SiP platform being implemented by Tower

5) It is interesting to see these Tier 1 Network builders on this list a) Cisco b) Ciena c) Arista d) Nokia

Note: Ciena had been listed in LWLG's FAQ's list as a potential Customer some time ago, and Lebby has told investors that LWLG must work with the "Switching/Routing" Networkers so as to handle the higher speeds that LWLG will be sending through the "pipes"

6) It is interesting to see one of the largest Contract Manufacturers, Jabil, listed

7) It is interesting to see quantum computing company D.WAVE on this list too

Here are a few comments I have regarding those Summary bullet points above,

1) #2 and #4 are Intel related, the Tower Foundry was listed by Bard AI as the "first" Foundry that LWLG had a deal with, and OpenLight is providing a new SiP platform being implemented by Tower

here's some info on OpenLight >> https://semiconductor-today.com/news_items/2022/jun/openlight-070622.shtml

2) Global Foundries pops up here on the "short list" of Foundries, also considering the number of Foundries listed here I would not be surprised at all that each and every one of these is in "deep" relationship now with LWLG

3) Jabil worked with GIG in the past so they would be a logical fit for Contract Manufacturing needs

4) Raytheon & D.WAVE seem to be such "outliers" to LWLG's stated market disruption plans that they almost certainly have to have working relationships with LWLG currently, this is really cool!

Ok, bottom line takeaways are that LWLG is going to become a HUGE HUGE HUGE company!!!
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