Longs-believe-EOP-is-inevitable- which is naive as hell. IF it was inevitable we would see all kinds of investment into polymers in the industry
Where are the polymer players? Where is the big polymer initiative by Google. Or Intel? Or the Chinese?
The industry knows that polymers are an outlier.
Lightwave has bamboozled its investors into thinking that they have the one and only solution for the industry - year after year.
Yes, there is a huge need for solutions, but the industry is continuing to run, isn't it? Without polymers.
A lab demo isn't going to move the needle here. One month after telling us that the Dec deals are delayed because of reliability and scalability concerns - we are told there is a new focus on Tier1 companies. Well, what happened to KCC's post saying they could achieve high volume with small companies?
Many many pointers to the truth - that this company dangles carrots so they can continue to collect generous salaries and bonuses while their engineers work to achieve something against nearly all odds...and sure they are progressing, but the company DOES ITS DAMDEST TO KEEP SHAREHOLDER FROM HAVING ANY REAL IDEA as to where they stand. They won't even break down the 3 products with any granularity -- no one here even knows where they stand...but the tea leaves point to STACK - the isolated (non ubiquitous) as leading the way...KCC was even saying that 6 months ago as the initial focus of the expansion group..but then he backed off...probably realizing that truth wasn't good for the share price.
Again, the industry has little faith in polymers for very good reasons...that's why there is SO LITTLE INVESTMENT in this area. Use your noggin -- if the solution were this simple the Chinese would be all over trying to duplicate the results...really everyone would be pursuing it...but it remains a complete outlier..the 2028-2029 talk is just nonsense at this point..
