Lol,
I cannot tell you how satisfied I am hearing this technology discussed in a very logical businesslike manner and (for those that understand it) this call has investors so happy that they didn’t even care there was selling going on yesterday.
Here are my thoughts in no particular order just how they came out.
Bintz and Leonberger know something about Indigo's properties that they are not saying, that is why they are here, Bintz “we hold the cards on some ,,, ones”. Coming from Bintz that is important but more importantly hearing Leonberger speak in first person when talking about the company (I, we ours) shows that he is not just acting as an advisor but is truly onboard. Bintz thinks that those properties are so strong that we can force customers to trade off things that they view as important. Leonberger talking about beyond 100 Gig. Both Bintz and Leonberger see Lightwave at the forefront, the majority of 50% on the new ish, Holy Moly. Z, EM myriad of applications. The majority of what they are currently working on is Indigo. Leonberger,,, going forward very useful in all optic devices. Indigo will be handled as a trade secret just like Gore-Tex. Path forward for Toms security clearance is good. Bintz is very sharp, can think on his feet and qualified in this field I’m glad that he working with the LLS.
I found the comment that the packaging is the most expensive part interesting, IMO they mean that that the chromophore is so cheap to produce that the packaging costs more than the chromophore.
Finally, one SBIR and 2 STTR’s that was good to hear. And guys don’t go digging into the STTR’s and posting the information on here. Tom doesn’t want it out or he would have told us. Lets not shoot ourselves in the foot to look like a hero. Hey speaking of that, I gotta new toy TLR2-s, Lol.
Whether you agree or disagree, whether you want it to happen or not, This company is absolutely going to get bought out, no doubt about it, you heard Toms comments we have to act like this company is going to last 50 years,,, in his heart he knows that it won’t this company is too small and the potential is too large I’d go so far as to say that it will be long before WE see a significant stream of revenue, IMO it will be during the period either immediately preceding the acceptance or immediately after the agreement with the LSS (within 18 months). IMO There are 3 kinds of investors, there are those that buy on potential (loose 9 times out of 10 and the 1 homerun covers the losses), there are those that wait until the technology and revenue is established and there are those that jump in and out like a squirrel crossing the road, the squirrel guys are currently running around in the road
“SEVERAL KEY ELEMENTS” that are currently not meet by anyone that Bintz is aware of, remember that he worked for Gig Optix and appeared to be instrumental in getting that flawed molecule to work. Probably the best question was the simplest one of what does Lightwave do? Bintz said that successful implementation could break through barriers For the storage of data for entire population. Leonberger “in addition to the communication (cloud) centers that Lou (Bintz) described”, (coming from Leonberger) he is the guy that invented the technology that is now “hitting the wall” and if you listen to what Bitz said is that Fred Leonberger has designed a program that he hopes will solve that, comprende Leonbergers title should just be Dude of Dudes in the EO world, Then Leonberger agreed with the hitting the wall and added other areas hitting the wall,,,, communicating between people, machines and under the ocean. stated “OUR(first Person) material has a long road in front of its in terms of it performance capability” Long road no doubt Leonberger and Miller are here for the All Optic 3rd order HomeRun, welcome to the future.
So to say that I’m happy is understating things.
It is too nice to stay in here typing; I’m going to go play, not proof reading.
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