Replies to post #45961 on Lightwave Logic Inc (LWLG)

[Scope08]

Thank you Jssdmm for taking the time to relay your thoughts

[th6565]

Thanks a lot for your Post.

[prototype_101]

Jssdmm said, 2000/5000k Test: At some level this is one of the final stages of acceptance that may be required. People always ask if we are engaging with customers. Well this is exactly the result of those engagements. Keep in mind, these are not single tests, but require a sample size of say n= 25 to 45. Tests are performed in house. We have the tools and personnel. Also, the tests are not just straight shots. Sometimes the data will be collected while within the testing environment and running. Other times, the material will be removed and tested. So timing is not cut and dry. But the parameters are known. It's not a guessing game. But you can imagine the rigor going into the testing strategy as there are many moving parts.

So do you know if these battery of tests are being done only on the 1st Gen material system of the 50Gbs device, or on 2nd Gen material system of the 50Gbs device, or both?

Your overall review is in line with my thinking as well, super positive ASM and the recent Best PIC Achievement award very very indicative of the extremely high level of interest/awareness of the Photonics Industry of LWLG's true Next-Gen P2IC Platform, many Tier 1's under NDA now, and soon there will be a scramble for deals with Dr Lebby!

Interesting to see how much longer Short/Manipulators will be able to hold the PPS back from an explosive run to a fairer valuation for developments and IP to-date in the $3-$5+ range as the Reliability results roll in successful and the 100Gbs optimized device is unleashed!

Thanks!

[SteveSchiets]

Great past Jess. I will print it. Good timemark in the history of lightwave

[SteveSchiets]

Past =post

[jeunke22]

Thank you for your insights and observations.

[236T568]

Well thanks for the info on the LWLG Annual Shareholders Meeting

did they happen to say how many of LWLG's products are now commercialized and being sold into the market, resulting in revenues for the company?

I was also at the meeting and tour and thought it went well. A few takeaways:

Lab Tour: A lot more people work there than are listed on LinkedIn. Exceptional team. Nice looking lab. Small but efficient. Would fare well when audited by customers (a theme Lebby brought up).

2000/5000k Test: At some level this is one of the final stages of acceptance that may be required. People always ask if we are engaging with customers. Well this is exactly the result of those engagements. Keep in mind, these are not single tests, but require a sample size of say n= 25 to 45. Tests are performed in house. We have the tools and personnel. Also, the tests are not just straight shots. Sometimes the data will be collected while within the testing environment and running. Other times, the material will be removed and tested. So timing is not cut and dry. But the parameters are known. It's not a guessing game. But you can imagine the rigor going into the testing strategy as there are many moving parts.

Manufacturing: Lightwave could handle manufacturing in house for some customers. For someone like Intel (just an example), it would require partnering. These options are being managed.

Innovation: The next step will be innovative not iterative. Radical change is required to address market needs and they certainly believe that Lightwave is the only company that can currently provide a solution. They are defending their status via IP and are aware of competition.

Business Strategy: They have enough money via the funding for a 3 year ramp. Should be plenty. Interest is very high from the community (the award is evidence). The new advisory board will be integrated with the LWLG team so they can get the most out of their expertise.

Fred Leonberger: Great to see him there. He was very enthusiastic and said the data will come and "it will be great."

Yes, a bit more patience is required. But they are moving very quickly, even though it may not seem this way. They are an advanced polymer device company that controls the entire development chain. Keep in mind it was only this year that they put it all together and acquired all of the specialized equipment and team to enable a process of optimization and validation.

It was nice meeting a few new board folks and those I'd met 2 years prior.

[chsmoke]

what a fine informative email. thank you!i put a lot of store, too much probably, in how clearly someone expresses themselves in writing, and you sir, are excellent. so much so that your post gave
me enough of a confidence boost to buy a few thousand more shares.
again, thanks.

[pitcook]

Thanks jssdmm. These informed up to date reports are the reason that I and many others visit this MB


If only there were more copy and pastes. Things would be better.

ANY TRUE LONG DOESN'T NEED TO HYPE THE STOCK UNLESS THEY ARE BEING PAID TO DO SO
________________________________________________________________________

Even the great X has stated that copy and pastes are a complete waste of time done by Poopy Kuckeyheads

[prototype_101]

Worth another look!! I was also at the meeting and tour and thought it went well. A few takeaways:

Lab Tour: A lot more people work there than are listed on LinkedIn. Exceptional team. Nice looking lab. Small but efficient. Would fare well when audited by customers (a theme Lebby brought up).

2000/5000k Test: At some level this is one of the final stages of acceptance that may be required. People always ask if we are engaging with customers. Well this is exactly the result of those engagements. Keep in mind, these are not single tests, but require a sample size of say n= 25 to 45. Tests are performed in house. We have the tools and personnel. Also, the tests are not just straight shots. Sometimes the data will be collected while within the testing environment and running. Other times, the material will be removed and tested. So timing is not cut and dry. But the parameters are known. It's not a guessing game. But you can imagine the rigor going into the testing strategy as there are many moving parts.

Manufacturing: Lightwave could handle manufacturing in house for some customers. For someone like Intel (just an example), it would require partnering. These options are being managed.

Innovation: The next step will be innovative not iterative. Radical change is required to address market needs and they certainly believe that Lightwave is the only company that can currently provide a solution. They are defending their status via IP and are aware of competition.

Business Strategy: They have enough money via the funding for a 3 year ramp. Should be plenty. Interest is very high from the community (the award is evidence). The new advisory board will be integrated with the LWLG team so they can get the most out of their expertise.

Fred Leonberger: Great to see him there. He was very enthusiastic and said the data will come and "it will be great."

Yes, a bit more patience is required. But they are moving very quickly, even though it may not seem this way. They are an advanced polymer device company that controls the entire development chain. Keep in mind it was only this year that they put it all together and acquired all of the specialized equipment and team to enable a process of optimization and validation.

It was nice meeting a few new board folks and those I'd met 2 years prior.

[inversor86]

Thanks for this post, I believe we met at last years lab tour. Did you see the testing going on in the lab while you were there?

[MessiBelgium]

Thank you jssdmm!