News Focus
News Focus
Followers 27
Posts 1548
Boards Moderated 0
Alias Born 04/23/2010

Re: None

Saturday, 06/08/2013 9:22:52 PM

Saturday, June 08, 2013 9:22:52 PM

Post# of 236470
Went back and listened to the CC again at Proto's suggestion in light of what we saw and heard in the last PR and SeeThryEquity. Although nothing here is exactly original thinking the following twist is mostly an opinion based quite substantially upon tonality, semantics and of course the content. This is a reading between the lines and not Fact - Please keep that in mind:

Tom Zelibor spoke at length about business combinations and it did seem in a sense to be a shot across the bow to EM Photonics that LWLG was not going to have a strategic merger or other business combination just for the sake of doing so. I think they realized that the price for the merger was just too high, if not completely irrational, and quite simply not in the best interests of shareholders.

The long-standing history between Lou Bintz and Alan Michelson had considerable benefit apparently and Lou was able to anticipate and circumnavigate some obstacles. For lack of better phraseology Lou did not have to reinvent the wheel when dealing with his former peers. Lou was able to make immense progress in a very short amount of time. Meanwhile it is plaussible that EM Photonics was stalling as part of a negotiating gambit to apply pressure to LWLG to capitulate at a lower valuation. We just dont know for sure.

Regardless, it still appears that the prototype for the Modulator and Transceivers are just not ready yet. All we have are "Optical Structures" whatever that means. Looks to me like the 1 month goal to have the first 3GB Modulator has in fact failed to materialize but progress of some sort is being made nevertheless - just at a snails pace. The news of progress was as much for our consumption as it was for EM Photonics and possibly the LLS/Microelectronic customer.

I expect the pace of progress to accelerate substantially now because LWLG's attention is not lost in one fruitless direction. Tom Zelibor cut his losses quick which is good. In the past LWLG's history has been littered with partners that either lacked ambition or more likely had severely conflict interests. A consolidated mission with trustworthy parter(s) is optimal for success. Let's hope that is finally what LWLG finally has.

-WISEGUY
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent LWLG News