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Re: KCCO7913 post# 190627

Sunday, 05/19/2024 11:27:46 AM

Sunday, May 19, 2024 11:27:46 AM

Post# of 195418
No - 8 Suppliers/Vendors of TFLN, but yes he listed quite a few large possible users - biggest in the business and included feedback from them -- something Lightwave has never done.

Established firms: Fujitsu Optical Components, Eoptolink and Advanced Fiber Resources (AFR)

US-based players: HyperLight and Hycom Core

Other Chinese participants: LiobateTechnologies, NanoLN and ORI CHIP

The point is that when a technology has promise other industry participants sprout up. Mark has said that one of the most obvious indicators of the LACK OF INDUSTRY INTEREST in polymers is the absence of Chinese companies suppling polymers to the industry.

These facts show that TFLN is a serious PARTICIPANT and EOP is still an outlier. That's why I think your market valuations are premature and the market should still consider perkamine to be an unproven technology unworthy of a significant premium valuation. The ONLY argument against that is Dr Lebby's credibility which IMO is no longer in tact.
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