At one point GP was running like 10 different handles. That was back during peak manipulation times. Ah the good old days.
The situation is dramatically different today, back then all LWLG was providing to the LSS was the materials, the LSS had the devices program going for over 18 months, the turnaround times were slow and investors never really found out what attribute led the LSS to shelf the project, today LWLG has its own devices program with speedy turnaround times between materials/devices labs, and has developed its commercial spec worthy 50Gbs device launched in Dec 2018, and LWLG now has numerous Tier 1 engagements (katy bar the door), and is officially in the Customer Design-In Cycle with the Gen 1 device, plus all of the feedback to-date has been off the charts as Dr Lebby has told us, so much so that nearly 10,000 Industry Insiders voted LWLG as having the Best Achievement in a PIC Platform over Intel, Broadcom, Infinera, Rockley and a couple of other finalists in Mar 2019, so when the 100Gbs Gen 1 device at 3V is optimized this is where Tier 1's will certainly want to do deals as it will become the ONLY cheap route to the next node at 400Gb (100Gb x 4) using simple cheap NRZ OOK, none of the Legacies can get there!
And then there is the next Gen PkM material already developed that exhibits near perfect attributes and is in late stage R/T currently which will enable 100Gb+ at sub 1V, this is crazy low power and Tier 1's will definitely do deals once the 5000 hours successful results are shown, which I believe if not completed by ECOC in Sep 2019, will be close enough to show results from the tons of data that has been generated already, and the Tier 1's under NDA would obviously know all this information already, but investors are still in the dark currently
So having Karen confirm that Dr Lebby's timeline is intact is HUGE, because the R/T is very late stage now, so looking forward to deals perhaps by ECOC, but for sure by end of 2019, but also importantly for investors getting a look at the R/T results by way of Dr Lebby's ECOC Presentation and (first ever) Workshop
News 
Market Data 
Discover 
AI
