Jeunke, yes I agree, so I believe this is confirmation that the changes to the 10-Q are customer driven, also it prompted me to re-read the Open Letter with a focus on "customer" content, I did recall Dr Lebby had also eluded to customer involvement in that letter, and I found "customer" discussed seven times in the letter
1) In this quarter we have received terrific feedback from prospective customers
2) a technology or product may be perceived by customers as being unique rather than competing head-to-head with standard products.
3) At the recent ECOC conference (European Conference on Optical Communications) we heard potential customers express concerns about technological limits of conventional technologies.
4) A Tier 1 customer prospect for our modulators said, "you guys are in the forefront right now".
5) Based on our experience in this industry, we expect the customer design-in process to start with initial evaluation of our samples and reliability data, proceeding to more extensive evaluation, optimization, and possible customization.
6) We continue to fine tune our business model with target markets, customers, and technical specifications.
7) Discussions with prospective customers are validating that our modulators are ideally suited for the datacenter and telecommunications markets that are over 10km in length. Details of what they want from a prototype are fed back to the technical team. The team is more energized and focused than ever.
So yes, even #7 above is reflective of the changes made to the 10-Q, and when read for content with a focus on customer, it is quite evident that the customers are currently engaged with the LWLG team to advance the 50Gbs protos to meet their requirements, and I would certainly have to believe the Tier 1 customer whose comment found in #4 above is one of those customers currently engaged in the fine tuning / changes
News 
Market Data 
Discover 
AI
