ML had been offered a CTO role at one of the giants prior to joining LWLG as our CEO and turned it down, I believe this was been discussed and verified previously here and confirmed (was it after one of the ASM's?) In any case I don't think that he can be lured away with money or he wouldn't be at LWLG today if that were the case
ML is passionate about this technology, it comes across in every statement he makes, verbal and/or written, ML has told investors he wouldn't do anything until everything was in place, it would sure seem that that time has come, the PkM Gen 2 in 100Gbs device has to be at or near 5000 hours R/T, he has brought on MZ Group, and from the lettter they will be pursuing Investor community fairly heavily now
Deals are certainly possible any time now, people should quit talking about "not talking about deals", Jeunke's post did well in describing the myriad opportunities for LWLG,
JimJet. I have no precise answers to your questions, because the design of products has many faces. You have products, product sub systems, product components, product materials. Existing, new products in pipeline , future productplans . For each of these “ product parts” and for existing and future products you may have different companies, competing in the same or different markets. LWLG has polymer materials, polymer modulators, Polymer Photonics Chips and is engaged in discussions with companies in data, telecom, lidar, chipmakers today using different materials, sub systems, devices. LWLG is engaged in co packaging with companies using legacy materials ( silicon, indium phosphide) , sub systems and devices. Lebby claims LWLG is engaged and working along the value chain from materials , device makers, system builders, end users (the FANGs).” Designing in” may have a different meaning on whether you deliver a material, a device ( e.g. modulator) , a system and where you your company positions itself in the value chain. What I understand is that LWLG is working with different companies with different requirements across the value chain. An industry wide approach. Each of these companies may require differentiation, maybe on a different time line, may require different cooperation agreements. Given that some of these companies are cooperating since early 2018 and some have asked for more customized solutions during the engagement process, it is fair to assume that some deals may come out of sooner than later. This is what Lebby is stating in the update. See also Richards message.
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