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Re: More Belgians post# 225134

Tuesday, 11/04/2025 10:32:25 AM

Tuesday, November 04, 2025 10:32:25 AM

Post# of 232477
At the moment, I'm not sure we have any more than the 1 collaboration in Stage 3 that we had before.

A commitment to move to the next stage to use their own foundry partner instead of AMF is good I guess but
I just can't get very excited about plasmonics, so even if it is Nokia it doesn't do much for me.

I've assumed some branch of Nokia has been tinkering with Lightwave and Polariton since we first saw that white paper a few years ago.

With Lightwave the devils is always in the details and we almost never get the details...

..If the reality is this isn't Nokia, then yeah I'd be pretty excited that they are getting traction in the market that has the greatest potential for commercialization in a year or so.

As always the 6-12 month timeframe is all I care to look at here --- I've never wanted to gamble on a story for a decade or more like most here seem inclined to do.

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