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mackwheaton

06/27/16 11:59 AM

#20011 RE: prototype_101 #20010

I have a small position in Lightwave, my core is in POET, opposite of yours, they are both interesting plays. LWLG sounds like a prototype device end of year, POET prototype in the next few weeks, then tape out, then commercial availability by 1q17. I love running tandem positions in near parallel technologies, in the past it has served me well, so my guess is POET first because of the earlier availability per their roadmap (not to mention the stock has fallen by 40% and is now relatively static) then more LWLG as they approach theirs and then hoping their valuations oscillate.

I think regardless, one is likely to feed the other during an uptick. Good luck.