Replies to post #73261 on Lightwave Logic Inc (LWLG)

[KCCO7913]

$19 billion is for the US market alone…

[tkg]

Very nice! Thx

[Lewrock]

That is what I am talking about! Great thought process. One question about a data center: If 80,000 modulators are upgraded out of 100,000 would there be 20,000 modulators putting a ceiling on speed at that data center. A chain is only as strong as its weakest link analogy?

Another question would be how long does it take for a foundry or all participating foundries to manufacture 60,000,000 modulators. If Jim Marcelli's comment turns out to be accurate and Lightwave Logic achieves $10 billion in revenue in 2025, that would be equivalent to 25,000,000 modulators sold in 2025.

[jeunke22]

Today cheap (Chinese) and service prone modulators are priced around $3 per Gb and use three times the power. I am not sure LWLG should sell for $ 1 per Gb, but just imagine the savings for HPC’s basically between 2 to 3 dollars per Gb, not calculating the huge powersavings ( largest cost driver for HPC’s, think cooling and electricity)!

[forztnt2]

"4-8+" Modulators per transceiver...

The recent Direct drive patent clearly shows "4-8+" modulators inside the PIC, which is inside the optical Sub Assembly(OSA) which is then inside the transceiver. See figures 16 and 17 for a notional concept.

Takeaway: Your projections included 1 modulator/transciever, but it could be more depending on the specific speed and design of the transceiver. This only improves the numbers if the other assumptions are accurate!

https://pdfaiw.uspto.gov/.aiw?PageNum=0&docid=20200285085&IDKey=6990D7E7DF59&HomeUrl=http%3A%2F%2Fappft.uspto.gov%2Fnetacgi%2Fnph-Parser%3FSect1%3DPTO2%2526Sect2%3DHITOFF%2526p%3D1%2526u%3D%25252Fnetahtml%25252FPTO%25252Fsearch-bool.html%2526r%3D4%2526f%3DG%2526l%3D50%2526co1%3DAND%2526d%3DPG01%2526s1%3Dlebby%2526OS%3Dlebby%2526RS%3Dlebby