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Alias Born | 04/22/2010 |
Wednesday, July 10, 2024 12:52:33 PM
Lebby "our current performance is suitable for live trials with the data centers"
(from 2024 ASM Q&A)
So yes the 200Gbs modulator with world class results unveiled at March 2024 OFC that left the audience jaw dropped is currently mass production ready on 200mm Wafers from AMF and most likely at several other Foundries around the world as well as investors on the LWLG lab tour found out that there is "a constant stream of Wafers" coming back to LWLG labs from around the world now, but Lebby also said that the 4x200 modulator array that Transceiver companies would much prefer to "drop in" to those little boxes (ie pluggable Transceivers) is still being Optimized, although again based on lab tour reports the LWLG 4x200 modulator array is being shipped to Customers for evaluations already
"We’re working with the biggest transceiver companies in the world"
Keep in mind, Lebby is working on multi-year deals, with the type of Tier 1s investors know Lebby is in negotiations with, there could easily be large up-front monies, $50 million or more is realistic, don't think it's not!!
LWLG is a once in a lifetime opportunity!!
The quotes are from the LWLG executive and should be nearly exact to what was said. While the conversation was not recorded, detailed notes were taken and the messages should be very close, if not exactly what was said.
LWLG is “close on deals”. They have "calls all week discussing the deals". Just before the conversation, the executive was on a call with a "potential counterparty to a deal".
This executive acknowledged the only thing that will move the stock price at this point is closing deals.
"I am more than confident we’ll close on probably more than one Tier 1 deal this year."
Within the next month, engineering teams from three separate companies will be visiting LWLG’s facility.
When asked if the T1 announcements will have a name attached, the response was that they "would love to be able to". Based on the NDA’s, they "can’t use a counterparty’s name without its permission". “The argument they make is that they are trying to gain a competitive advantage.”
When asked directly if they are working with NVIDIA the response was, “Let’s put it this way. Anyone not trying to work with NVIDIA is a fool and I’m no fool. What’s the old saying? I can neither confirm nor deny that we are working with NVIDIA.”
“We’re working with the biggest transceiver companies in the world.”
“Amazon wants warrants from companies to sell to them. They eat their young. I said that to a guy during a meeting – you eat your young. He just smirked.”
I will not disclose the identity of this person. Do not ask. Do not assume.
https://www.reddit.com/r/LWLG/comments/1dad4n6/a_quick_message/
I've been adding shares since the ASM as Lebby told investors nothing had changed!! The long-standing Timeline to Commercialization has been 2024 for Customer Acceptance and Ramp into 2025 with full blown Mass Commercialization in 2026!!!
Shorts are LYING SCUMBAGS and will say LITERALLY ANYTHING to get Longs to sell their shares!!! They are criminals who worship their underworld gods of manipulation!!!
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