Notes from myself to myself, some like them, some hate them
So Lightwave Modulator is 1 mm squared, guys that is 1/32 x 1/32 of an inch, or in other words about the size of a grain of salt.
Honestly I would NOT expect to see Fred Leonberger at an investor oriented (get the name out Road Show), he may however someday choose to handle a Dog and Pony get the name out to the science community though, I think that in the end we may OWE him that. And if it is an under the ditch thing we proly owe Joe Milller the honor.
As for Joe Miller and Fred, I would hope that when the time is right (if they haven’t already) both Joe Miller and Fred Leonberger would call on a few CEO/CTO types for us. That EO polymer scientist told me long ago that they have the clout to call just about anyone in the business (or government) world.
LWLG material will replace Silicon as the material of choice; IMO compatibility with silicon and FemptoSecond response time is why.
It is still going to take a while for the learning curve to happen but IMO yes we are on our way and as the folks start to get what we (the nerds here) spent 10 years researching it will take off, I’m sure that it will frustrate us but we’ll get there.
We have always known that if they could get it to work in a device (the size of a grain of salt WITHOUT PROTECTION) we could potentially disrupt Telecommunications, Data Communications, and Turpin with Optical computing and of course the military, I didn’t see encryption or home land security but I guess that goes without saying.
Watching this from the days of 4 employees I’m having trouble getting to 12, I think there may be some new cats we don’t know about, proly for the better,,,,else some of us may check out there linkin in contacts.
The Organic vs. Non-linear Optical Polymer slide lays it out there as does the Gig- High price Mods and packaging also the fact that they are not an EO polymer development company. They have to hate that.
Oh and the slide about 10Gb/s is the typical pipe the cloud/data center, good info for the masses to grasp.
Oh and our favorite 180c CMOS survivability fact doesn’t hurt.
The Development efforts slide is nice, Plain and simple.
I expect to see a press release in short order on the Prototype Device results not sure what gives there but no doubt that we will see something.
The current approach using Multimode Fiber (Old Way) but I’m surprised not to see the world “Single Mode” on the LWLG solution slide.
Box to Box within the data center, roger that
How about that 10 years ago Fred Goetz Jr. used the price $500 bucks as his guestimate and it looks like it still holds true today.
So yes I agree that short of a major no brainer announcement, as the general public starts to get it, and we get as little as $10k to $100k additional pressure on this per day, once they suck up the shares from the folks who just cannot wait any longer, then we will move north.
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