Lightwave Logic Inc (LWLG)

[jeunke22]

I am in touch with many ASM participants daily, Whereas the observation that the presentation was a disappointment is certainly true and the lab tour an eye opener, when people went home read the transcript, looked at the presentation once more, most of them concluded that there was much more detailed information in the presentation than initially thought. I believe enthusiasm amongst the participants improved after they let the information sink in. Sometimes initial judgment is clouded by one’s expectations,
In fact if you look at the X axis ( timing) of the NVIDIA roadmap than ( slides 13/14) than it would appear Lightwaves 800 G ( 4 lane x 200G) is clearly positioned in 2024. You may also like to reflect on the fact why Lebby changed his previous ETHERNET slides and used the NVIDIA roadmap and the InfiniBand market requirements? Some will say that this is another carrot. Personally I don’t think so, just look at the comment alongside the Nvidia graph. I participated in a Photondelta event a few years ago where I heard the NVIDIA VP for R&D challenging the audience to come up with more bandwidth. In fact he said:” if you have a solution contact me after the meeting. If you have a solution we may even buy out your company “, That was in 2018. I think listen to Lebby and BOD, these are some of the most experienced people in the industry. I don’t think there is any messenger here with similar reputation, know how or experience. So, just listen to the company.