Can’t say I was very happy with the presentation. I think it was an opportunity missed to fire up the shareholderbase.. The only ‘ emotional’ revelation was when Lebby’s ‘ engineering heart went in overdrive by showing his open eye diagrams to a room full of engineers at OFC . No balloons, t shirts or hats accompanying the announcement of the partnership with the Singapore silicon photonics foundry. Lebby is Lebby and his frequently used phrase ‘ I am excited’ seems to express all the emotion he can garner. He remains a cool British engineer.
Nonetheless it seems he is held back by NDA’s with the big foundries on the one hand and pushed to deliver by Tier 1 device and internet companies on the other hand. He is a ‘prisoner’ of big business interests. That’s not good for transparency, but basically great because it proves that big business is in the race.
The tour created more emotional connection than the presentation. A highly motivated work force working on the ‘internet future’, talented people working to make a difference with breakthrough technology, many concrete indications that deals are being worked on. Factual progress.
Let’s not forget that Lebby reconfirmed that Lightwave is ready to surf the upcoming 800/1600 G ( 4 lane) and beyond market explosion in 2025/2026. Let’s not forget that infrastructure decision need to happen at least a year in advance, which is around now, this summer. Let’s not forget that LWLG is ahead of any competition in the field and has a roadmap beyond the next breakthrough generation . There is nothing out there which can deliver what Lightwave can offer in real estate ( small form) speed, power efficiency and future roadmap. Shareholders need the cool of a British engineer.
