The components used in the next generation of datacenter networks developed at silicon foundries are being decided today.
In other words, component decisions made today at foundries will result in market ready products in 2023 and 2024.
In other other words, foundries are making the decisions today on which components are built onto chips that will be integrated into transceivers and network switches available over the next two years.
One more way to say it is that LWLG will partner with foundries in 2022 for products released to the market in 2023-24.
One more more way to say it is that LWLG will have a commercial deal this year.
I invest in what I believe in, and I put skin into LWLG as my largest holding because I believe this will be a phenominal investment return sometime soon enough for me.
Sometime soon enough for me does not have to be by May/June of 2022
I also follow an "early bird gets the worm" approach to tech investing that does not seem to be for everyone, because if the transition is occuring say between 2023 thru 2025 and beyond then I still win as long as I have not sold my shares.
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