Monday, May 13, 2024 10:30:46 AM
Lightwave is a research company. I showed yesterday that thermal stability for 5000 hours was shown on another material 15 years ago...and r33 of levels comparable to Lightwaves in 2023 were obtained using another material 17 years ago. The devil is in the details of course but the company can dangle these carrots year after year without really being taken seriously by anyone because there are 15 remaining hurdles they don't discuss.
KCC thinks they are just about there - yet in the same breath he says consistency could be an issue, foundries may not be able to reproduce results consistently, yield may not be good enough, he has no idea how much more reliability would be 'enough', etc...THESE AREN'T SMALL ISSUES and because of the inherent makeup of polymers may never be solvable even!
Proto keeps 'calling me out' re TFLN even though I've answered him several times. He knows this of course but it is part of his modus operandi: I'm no big fan of TFLN and believe it probably is several years out at best too, but at least the industry seems to be taking it seriously:
Google, Amazon, Meta, Nvidia, Cisco, Microsoft, Alibaba have all weighed in on TFLN - pointing out the things they like - bandwidth, low insertion loss, power savings, and cycle times being reduced from months to just days.
Which of these has weighed in on Perkamine? None. Proto keeps saying Google gave a 'shoutout' to LWLG, but they didn't. It's nice to see that in a discussion about heterogeneous solutions they included polymers but geez..the fact that anyone touts this as a big deal shows how far away things really are. David vs Goliath and we don't even know if David is as good as claimed
Proto cuts and pastes regardless of accuracy..his unwillingness to discuss makes it look like a paid operation... KCC wants the truth and will analyze but in some ways appears no different than Proto. He THINKS the company is far ahead of other polymers...and they may well be, but that may still just BARELY be getting on anyone's radar. 20 companies have now 'viewed' a demo. Whoopdie freakin dooo considering many here would have thought that was a the case 2 years ago!
THE SILENCE BY KCC, LEWROCK, JEUNKE on the following slide really is disappointing as it makes them COMPLICIT - and sound like Dr Lebby himself:
This slide was used to DUPE investors in 2021. Looking back now - nobody with a brain can conclude otherwise. Just watch the entire ASM 2021 - or at least minutes 6 - 20 and see why this stock skyrocketed and has been falling ever since - and still has quite a ways to go...
Newcomers, do yourselves a favor and don't chase carrots as is done here year after year. Here are 50 reasons to just move on:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174225579
Recent LWLG News
- Form 8-K - Current report • Edgar (US Regulatory) • 05/24/2024 08:01:14 PM
- Lightwave Logic and Advanced Micro Foundry (AMF) Partner to Accelerate Development of Silicon Photonics Modulators Using Electro-Optic Polymers • PR Newswire (US) • 05/21/2024 12:31:00 PM
- Lightwave Logic Provides First Quarter 2024 Corporate Update • PR Newswire (US) • 05/13/2024 12:31:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/10/2024 08:41:09 PM
- Lightwave Logic Demonstrates Thought Leadership with Critical Contributions to Global Integrated Photonics Industry Roadmap • PR Newswire (US) • 04/16/2024 12:31:00 PM
- Lightwave Logic Secures New Patent for Diamondoid Non-linear Optical Chromophore Patent to Improves Material Robustness • PR Newswire (US) • 04/01/2024 12:31:00 PM
- Lightwave Logic EO Polymer Achieves World-Class Performance of 400Gbps with Plasmonic Mach Zehnder Modulator • PR Newswire (US) • 03/28/2024 12:31:00 PM
- Lightwave Logic Demonstrates World-Class 200Gbps Heterogeneous Polymer/Silicon Photonic Modulator Results • PR Newswire (US) • 03/25/2024 12:31:00 PM
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- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 02/29/2024 10:09:53 PM
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- Form 8-K - Current report • Edgar (US Regulatory) • 10/02/2023 08:00:08 PM
- Lightwave Logic to Participate in Upcoming Investor Conferences • PR Newswire (US) • 09/05/2023 12:31:00 PM
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