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Re: Treebaum808 post# 230934

Wednesday, 03/11/2026 12:53:19 PM

Wednesday, March 11, 2026 12:53:19 PM

Post# of 231549
Maybe KCC will weigh in but Gemini says this about NLM reliability testing status. Also that NLM isn't in Stage 3 with anyone at this point:

A Reasonable Guess on the Timeline
In the photonics industry, moving from "successful lab sampling" to "full Telcordia certification" typically takes 18 to 24 months.

Phase 1 (Now): NLM is proving the material works and doesn't "de-pole" under standard heat.

Phase 2 (Next 6-12 Months): They must move from nitrogen-sealed testing to "unsealed" or "packaged" testing in humidity chambers.

Phase 3 (12-18 Months): Running the actual 2,000-hour and 5,000-hour Telcordia qualification batches (which can take nearly 7 months of clock time just to run the test).

Conclusion: If NLM follows the same trajectory LWLG did, they might announce an "85/85" milestone in late 2026 or early 2027.

For your OFC discussions, the key takeaway is that while NLM has "stratospheric" performance (matching LWLG’s speeds), LWLG is currently the only organic polymer company that has de-risked the "reliability" objection to the satisfaction of Tier-1 telecom standards.
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