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Re: prototype_101 post# 210828

Thursday, 02/13/2025 8:51:34 AM

Thursday, February 13, 2025 8:51:34 AM

Post# of 227112
Proto, curious as to your thoughts on the deals being negotiated on 3 continents. It seems that Yves' comments since leadership change suggest that these contemplated deals were all with transceiver suppliers. (yes, I realize that could include a broad spectrum of multiple companies involved). Then we hear whispers from Juenke conversation with Lebby that he was surprised he was sacked as CEO. (how could he really be that surprised based on many missed commitments?...unless he still thought they were close to a deal...and yes, I know you might argue that he really did not "miss" commitments). The big thing, how much does switching from combination materials provider/module provider to materials provider only (with all of the consulting, processes required for integration) SLOW down completion of a deal and ultimately inclusion of LWLG materials into a scalable end solution? I believe KCCO has suggested that the change in strategy would mean technical progress would be "immature" from a development perspective...do you agree with that? Personally, I find hard to believe unless Lebby was really not doing his job well at all. It's just hard for me to believe that most of the technical achievements couldn't be transitioned to group of competent, capable partners. (and I suppose this is Yves primary objective). PS...please forgive me if I have misrepresented anyone's positions with my comments. Just trying to understand where we are realistically in current vacuum of updates. I remain bullish, cautiously optimistic.
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