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Re: Dufi post# 197127

Thursday, 07/25/2024 9:46:15 AM

Thursday, July 25, 2024 9:46:15 AM

Post# of 201917
No transceiver demo after all this time isn't "negative information to cause panic".

It's reality.

The question everyone who accepts this reality should have is WHY?

Without transceivers the future of Lightwave will look like this:

1. current perk added to modulators - both plasmonics and non-plasmonics sold as stand alone at low volume. low-volume sales (more of what the first 'deal' has brought).

2. hopes for a future with perk added to plasmonics -- so another 5-10 year pump for 'potential' large volume commercialization

3. Mr Le Maitre leading the way for adding in sales of stand alone devices like the lasers he has worked with for years....

4. continued hopes for a future with foundries to make Lightwave modulators scaleable with continued obfuscation by company as to why a transceiver company is not partnering with them..

None of that is what people signed up for. Transceivers to be bought in high volume by data centers is what they signed up for.



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