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Saturday, July 19, 2025 8:54:42 AM
Mad Shortman, here's what investors do know
1) LWLG's technology footprint being so small that it can fit 120 of the 200gb (PAM4) modulators into a PLUGGABLE transceiver, and per Andy B of Arista the effect on overall system performance would be a power reduction expected of 20% or greater, this means that LWLG can extend the use of PLUGGABLES for several more years at least through 3.2T and 6.4T before the need for CPO, and of course with PLUGGABLES there is NO NEED for the higher reflow temperatures
2) ECOC 2024 - based on ECOC slides 16 and 17 we know LWLG Tg a year ago was on average at about 187 and rising at a pace of about 15-20 per year so likely it is over 200 now
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/0d5d1e3e-2052-00d8-bb2f-2b7a2adf0310?origin=1
3) CPO requires 225-255 MAX reflow temperature (for seconds only), see Broadcom's document page 6 chart here
https://docs.broadcom.com/doc/PACKAGING-AN101-RDS.pdf
I believe LWLG has made a major push in this area of Development in the last year because of the AI revolution changing the Business Strategy of LWLG, and since ECOC and may well already be in the 225-255 range, but again, LWLG can EASILY extend PLUGGABLES fro several more years at least (where these high temps are not an issue)
1) LWLG's technology footprint being so small that it can fit 120 of the 200gb (PAM4) modulators into a PLUGGABLE transceiver, and per Andy B of Arista the effect on overall system performance would be a power reduction expected of 20% or greater, this means that LWLG can extend the use of PLUGGABLES for several more years at least through 3.2T and 6.4T before the need for CPO, and of course with PLUGGABLES there is NO NEED for the higher reflow temperatures
2) ECOC 2024 - based on ECOC slides 16 and 17 we know LWLG Tg a year ago was on average at about 187 and rising at a pace of about 15-20 per year so likely it is over 200 now
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/0d5d1e3e-2052-00d8-bb2f-2b7a2adf0310?origin=1
3) CPO requires 225-255 MAX reflow temperature (for seconds only), see Broadcom's document page 6 chart here
https://docs.broadcom.com/doc/PACKAGING-AN101-RDS.pdf
I believe LWLG has made a major push in this area of Development in the last year because of the AI revolution changing the Business Strategy of LWLG, and since ECOC and may well already be in the 225-255 range, but again, LWLG can EASILY extend PLUGGABLES fro several more years at least (where these high temps are not an issue)
Bullish
Recent LWLG News
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/15/2026 08:15:54 PM
- Lightwave Logic Shares Slip Despite Revenue Growth and Expanded Market Opportunity (LWLG) • IH Market News • 05/14/2026 12:39:41 PM
- Form S-3ASR - Automatic shelf registration statement of securities of well-known seasoned issuers • Edgar (US Regulatory) • 05/08/2026 09:10:21 PM
- Lightwave Logic Announces Availability of Version 1.1 of Its Polymer Photonics PDK, Advancing Process Integration and Foundry Transfer • ACCESS Newswire • 05/07/2026 01:30:00 PM
- Lightwave Logic, Inc. Announces Timing of First Quarter 2026 Financial Results and Business Update Call • ACCESS Newswire • 05/05/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/30/2026 01:28:01 AM
- Lightwave Logic (LWLG) intellectual property advisory engagement supports licensing model expansion • IH Market News • 04/29/2026 02:28:14 PM
- Lightwave Logic Engages Michael Best as Strategic Intellectual Property Advisor • ACCESS Newswire • 04/29/2026 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/21/2026 12:02:14 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 04/21/2026 12:00:10 PM
- Lightwave Logic Announces Scheduling of Annual Shareholder Meeting • ACCESS Newswire • 04/14/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/10/2026 10:37:55 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/10/2026 09:22:42 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 04/10/2026 08:38:42 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 04/10/2026 08:31:19 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/08/2026 11:50:53 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/07/2026 08:07:26 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/07/2026 07:42:29 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/06/2026 08:06:59 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/03/2026 01:47:09 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:39:13 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:14:40 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:52:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:02:07 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/31/2026 08:01:17 PM
