InvestorsHub Logo

theroc66

12/01/21 2:54 PM

#85251 RE: Koog #85244

Koog, there's life outside of the miniaturization space!

in 2018 GFS repositioned themselves away for the size race under 7nm, towards the feature-rich space, where the market is now valuing this company nearly $400B (reminder: the float is only 55M shares out of 535M total shares...) and growing with the advent of markets like mobile computing, 5G RF infrastructure and DCs, Automotive...
You cannot make statements like "no-one incorporates optics in their roadmaps" just because the only roadmap you look at is the <4nm map!?!
I understand it not the space that tickles your fancy, but this space has value none the less. And it looks like LWLG has a good chance of getting a growing share in that space.
And who knows, when the optics have grown mature enough to become the material of choice for circuitry, with light switching light and no heat management required, they may make their way into the sub 14nm CMOS arena sometimes in the future?!?
Wishing you all the luck in the world in your investment of choice, I just chose another category to invest in.

Best to you.
AR.