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Re: Pro_v12001 post# 210265

Sunday, 02/02/2025 3:45:53 PM

Sunday, February 02, 2025 3:45:53 PM

Post# of 231915
Pro, as I re-listen I find the 18 min to 20 min Lebby talking about what is happening with the Commercialization, and sure enough he talks about the great interest of all the large Transceiver makers, and he talks about them wanting to make Devices in THEIR Foundries, so it was nothing new when Yves brought this up that teddybear is trying to turn into a big issue, the real difference is Lebby talks still of LWLG making it's own devices as well as Licensing the Polymer, and as Marco pointed out, this likely became a sticking point with these Tier 1's as it left a fine line between LWLG acting as a Supplier, or potentially as a LEVERAGED competitor in the future as LWLG Polymers gained traction on their road to Ubiquity!!

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