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Re: Pro_v12001 post# 210265

Monday, 02/03/2025 2:11:26 PM

Monday, February 03, 2025 2:11:26 PM

Post# of 231914
Pro said, That was a great interview he did. Transceiver companies are interested

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175748809

Exactly!! It's an hour-long interview, but if you just listen for 5 minutes from the 10 min marker to the 15 minute marker you will understand how successful LWLG has been in the development of its Polymer technology, and how it has "ease of integration" into Silicon Photonics platforms

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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