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Re: prototype_101 post# 208424

Thursday, 01/02/2025 9:21:37 AM

Thursday, January 02, 2025 9:21:37 AM

Post# of 231820
7 minutes Proto to show your nonsense:

1) Lebby had ONE AND ONLY ONE Timeline since at least as far back as 2019 and that Timeline was supposed to culminate in the Tier 1 Customer Acceptance in 2024, Lebby recently said it was "taking a little more time than expected" and deals would be in 2025

It didn't have a date on it until 2022. By then the damage was done from the 2021 ASM which led investors to expect major deals within months - only to be met with million dollar share sales by directors and a $5.2 money grab by the top 2.

2) Lebby drove the Industry Acceptance of Polymers for a decade through the IPSR Industry Roadmap to a point now that Lebby said the Industry no longer is questioning the R/S

Baloney. He said both R/S were issues back in March and at ASM 2024 he said customers were looking for new data in another 6-9 months. To date we have yet to be told what data is being requested.

3) LWLG's technology has been at the final TRL's stages of development Manufacturing for the past couple of years, Lebby has LWLG producing "a constant stream of Wafers" from MANY Foundries around the world including one announced being AMF

misleading. Only one company AMF is producing 200mm wafers - the others are not. Presumably they can't or it isn't a priority at this point.

4) LWLG's technology maturity is UNQUESTIONABLE as LWLG has been winning the one of largest Industry events, ECOC, award for Heterogeneous Optical Integration for TWO YEARS IN A ROW judged by a Panel of Industry Insiders (this year beating Poet in the Finals)

Those awards are relatively meaningless. Those that are "in the know" compare it to a bowling trophy.

5) Lebby has NEVER backed down from saying that his belief is that LWLG Polymers will become Ubiquitous, even AFTER his abrupt departure

Why should he? What good would that do for him? It would make him look foolish in front of all of his peers.

6) FACT >>> the 200Gbs PIC demoed at OFC Mar 2024 brought an onslaught of Tier 1 interest to LWLG, there were even teams of scientists and engineers from many Tier 1's coming to visit the LWLG labs in CO

Overblown. You don't know how many or how great the interest was. Not even 7 months later.

7) FACT >>> the 4x200 PIC was "IN QUALIFICATIONS" as of the May 2024 ASM (see Slide #29 it's COLOR CODED Legend is shown at top of the slide)

No way they have gotten one to work generically without saying so. The graph is misleading and he never said this out loud. He said the opposite: It's coming.

8) FACT >>> Lebby told investors that LWLG/Lebby was in deepening relationships negotiating Commercial Agreement with some of the largest Transceiver makers on 3 continents!!!!

meaningless. Talk only.

9) FACT >>> LWLG had enlarged its capacity to produce enough Materials to support MASS COMMERCIALIZATION

If they ever can get the damn tech to work. It's a monumental task for a tiny company like Lightwave. Why believe they will be able to do it?

10) Lebby's abrupt departure could only have been for BUSINESS STRATEGY reasons, there is NOT a snowball's chance in hell that Lebby was fired for failing in technology developments!!! That is an INSANE fabrication of the Shorts that teddybear has been pushing relentlessly in addition to trying to shift focus away from the PRESENT on to things of the PAST that are IRRELAVANT to what LWLG is doing today, if you want to better understand FACTS of how everything unfolded please read this post of mine it gives all the FACTUAL DETAILS

Read my rebuttal which show how foolish the narratives are by the "deal any day" for the last 12 years cut and paste guy.
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