Photonics Guy said "there is cause to be optimistic."
1. IMHO, LWLG has compelling, truly disruptive technology
2. They appear to me to have excellent patent protection
3. ML and team have been around the block in this arena. They are not naive to how big co's will attempt to manipulate and leverage
4. The tech appears to be licensable
5. The timeline to adoption appears to be contracting as data rates increase
Ok so now let's take a look at the headwinds you lay out >>>>>
Here are a few headwinds a small company with disrupting tech faces:
1 The telecom/datacom industries are notoriously risk averse
True, but Dr Lebby has told investors that the Industry is in a rare “Blue Moon” timeframe currently due to the incredible stresses of the “Purple Brick Wall” outlined at the WTMF June 2018, and as such are much more willing to look at new technologies/developments in the field
2. Those industries have a built-in not-invented-here (NIH) avoidance syndrome
Ok, but for 40 years the Industry has tried unsuccessfully to solve Polmers. IBM, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, HP, 3M, and others in addition to numerous universities and U.S. Government Agencies, have attempted to produce high-performance, high-stability electro-optic polymers <<<< literally in the Billions R&D $$ were spent to try to do what LWLG has done!
2a. Even if senior management is motivated to pursue a disruptive tech, lower-tier engineering management can see the tech as a threat to job security and stymie adoption
Dr Lebby will position LWLG technology through higher-ups in the Tier 1’s, just look who he interfaces with constantly, as Chair of PIC, Facebook, Intel, etc, at WMTF there is an exhaustive list, Dr Lebby will have no issues having to bring LWLG technology “up” through the ranks of “lower-tier engineering management”
3. The testing to meet the myriad specifications and environmental qualifications with multiple devices takes a lot of time. Testing a single representative device is typically not deemed sufficient.
Dr Lebby has told invesors in Slides 52 & 53 of the Spring Investor Summit that LWLG is deep in “prototyping” and mid-stage “piloting” and “early-stage manufacturing” with multiple NDA Tier 1’s
4. The large companies will try very hard to monopolize the disruptive tech by insisting on exclusive agreements
This is not Dr Lebby’s first rodeo, in addition check out the incredible depth of the world class team and the world class BOD and the world class Advisory Board found on Slides 16 & 18 of the Spring Investor Summit, combined this team has over 400 years experience!
5. They will laboriously analyze the IP from the small company to see if there is any way to work around the small co's patent protection
The IP is LOCKED DOWN! Check out Slide 14 of the Spring Investor Summit, LWLG has 45 issued patents protecting 1) materials 2) devices, In addition there are an additional myriad of patent applications being prosecuted currently, no worries!Please note that Dr Lebby has been named one of the Top 75 Inventors of the modern age with close to 500 patents! Let the Tier 1’s have at it analyzing to find a work around, and GOOD LUCK WITH THAT!
6. They will make a series of low-ball offers to gauge the level of desperation the small company has to satisfy long-term shareholders and principals
Believe it or not, this is why the LPC financing agreement is actually a bonus to LWLG today. LPC has been used successfully since 2011 to get the materials and devices commercial ready, that has been accomplished now! Dr Lebby is working with Tier 1’s on final optimizations, and he beams with confidence on the Spring Investor Summit interview
7. They will make every attempt to starve the small company of cash
Same answer as number 6 above really, but in addition, Dr Lebby will be working deals soon, he'll know exactly when the time is right, so whether it be an Investment stake with a Tier 1 or a new/better Financing Agreement, etc, you can count on this relatively near-term based on late stage extremely positively received developments
8. In the event a deal is struck, then there are many delays/steps in the design process:
- Kick-off meetings
- Draft requirements
- Draft qualification documents
- Capital allocation meetings/approvals
- Initial design phase
- Preliminary Design Reviews
- Critical Design Phase
- Critical Design Reviews
- Final Design Phase
- Special Tooling Requirements and leadtime
- Production Readiness Reviews
- Low-Rate Initial Production Run (LRIP)
- LRIP Reviews/Assessments
- Full Production and Implementation
Oh well, it is what it is, but let’s not forget how desperate the Photonics Industry is for
- Faster Speed
- Lower Power
- Lower Cost
LWLG is the only ticket to ALL OF THESE! The next node 400G with simple NRZ OOK! As such it is actually to the benefit of the Tier 1's/Industry to get LWLG's highly disruptive technology in production ASAP
News 
Market Data 
Discover 
