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The Dutchman

01/10/22 9:45 AM

#89537 RE: KCCO7913 #89535

Are you kidding? That would be huge...
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spartex

01/10/22 9:52 AM

#89542 RE: KCCO7913 #89535

The LWLG patents show 4-8 modulators per transceiver. So in a single hyper scale data center, we’re talking up to 400,000 to 800,000 modulators.



THanks KCCO for your numbers. Wondering what kind of pricing (more so profit) Lightwave will negotiate per single modulator w/ polymer on it?

Just using a low number, $10/modulator, and multiplying time 600k modulators per hyper scale data center = $6 mil dollars

$6 mil x just 300 hyper scale data centers (50%) = $1.8 Billion

then figuring out the other % of 3 million small to midsize data centers in the USA. Doesn't even address Europe, Asia (S. Korea, Japan, etc) and beyond.

Even 1/10, or $1 profit per modulator gets you large earning per share, but I realize this will take some time/few years to fully ramp up. I hope Dr. Lebby gives us his business model revenue and profit projections soon!!
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tkg

01/10/22 10:12 AM

#89553 RE: KCCO7913 #89535

Wow!!
"The LWLG patents show 4-8 modulators per transceiver. So in a single hyper scale data center, we’re talking up to 400,000 to 800,000 modulators."