at 6:30 ML saying "we are quickly moving to the next block which is going towards Design Verification and Partnerships" (Design Verification = Initial Design-In)
plus a little earlier he said "aggressively" moving to TRL's for Manufacturing
plus in the Title itself >> Commercialization Presentation
I agree, seems we are being told that we are very close to an Initial Design In and "mass commercialization"
what Lebby is referring to with Design Verification is the Initial Design-In, here, let's go back to an old ASM , slide 21 ASM 2019 >>
Customer engagement design cycle
• Potential customers looking for solution for next line card/transceiver • NDA • Initial specifications • Prototype specification • Prototype testing by customer • Optimizing prototype performance • Approval of AVL (approved vendor list) • Limited sampling • Initial design-in • Product sales
that is why ML goes on to talk about the only TRL's left for LWLG are MANUFACTURING, and of course then the "mass commercialization" SALES!!
Seriously, Lebby could not be clearer in his message to investors with this news release and video without violating an NDA agreement, which BTW, I still contend is why this message was so delayed in getting to us when it original scheduled delivery was to be at Photonics+ on February 17, 2020
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