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prototype_101

12/12/19 8:37 PM

#50885 RE: JohnnyLightwave #50884

If your going to add nothing but negativity why even post here?

I think you know the answer to your own question now don't you JLW?

Oh BTW, Investors know that it was Dr Lebby's stated goal to have LWLG known from top to bottom throughout the Supply Chain, and investors know that Dr Lebby has shown that LWLG can crank out large volumes of its Chips, large enough volumes in fact to be equivalent to current Industry Suppliers, so with Dr Lebby's vast network of connections, and the incredible developments of LWLG showcased with successful R/T at ECOC, Awarded Best Achievement at PIC, and incorporated onto the International Photonics Roadmap, I think the real question is...are there really any Tier 1's that are NOT under NDA with LWLG?

personally I would guess few to none in that camp, as ALL are interested in Next-Gen technologies that can enable HIGH SPEED & LOW POWER, and this is EXACTLY what LWLG PkM Gen 2 100Gbs (and beyond) devices have to offer an Industry that is literally drooling for such a technology, so yes, multiple projects would be an understatement imo

LWLG - Potential capacity

Slide 36 - ASM

•Potential capacity
•Each wafer has chips
•Wafers are fabricated in lots
•Each week lots are run through the line
•Generates a number of chips/Quarter

•Benchmarked capacity
•Competitive modulator chip suppliers
•Comparable number of chips/Quarter

Our capacity is based on std tool-kits for competitive costs


So what can investors expect in Revenues in 2020 and beyond?

with LWLG first target market 10Km market at $1 Billion, and Discrete devices still the larger share in 2020, let's conservatively say 60%/40%, so $600 million is the total available market for LWLG Discrete 100Gbs devices, so even if LWLG only captured 10% of that market it would mean 2020 Revenues of $60 million and with a 60% to 70% margin, LWLG would be making a Gross Profit of $36 to $42 million

This would end the need for any further financing as it would cover the current $6 million operating budget as well as budget increases for the PIC development costs

Dr Lebby has told investors LWLG has been internally maintaining/updating Revenue forecasts for at least 6 months now, and investors know that LWLG has proven its ability to produce very significant levels of "Chips per Quarter" comparable to other Component providers in the Industry currently, and would only need to outsource if Massive orders form the likes of Intel roll in!