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jeunke22

01/05/20 11:41 AM

#51339 RE: gatesoft55 #51338

In the ASM presentation 2019 Lebby stated that LWLG signed several nda’s over the last 12 months ( since May 2018). Assuming the first NDA was signed in May 2018 this would be almost 20 months. So yes, deals - plural- could come anytime between now and the next ASM and could take any integration format ( material only, modulator sales, integrated Photonics device system, co packaged with legacy systems.) We have no idea what business model(s) or combinations Lebby c.s.prefer at this stage. My opinion: LWLG wants all options open for now and LWLG has the capability for all options !




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prototype_101

01/05/20 11:44 AM

#51340 RE: gatesoft55 #51338

Gates, yes, I believe there are many ways that LWLG can/will realize revenues/cash sources outside of the current financing of LPC, the NRE's for Customizations and Systems Integration in late stage Tier 1 Design-In Cycle being only one of them

Others would be

1) Investment stake partner on PIC builds
2) Sales of Discrete 50/100gbs Modulators
3) Licensing