My last issue is illustrated by the excellent post 95632 by Richard, which this post is a reply to.
Richard's post connects dots in an impressive way. Post 95632 is a great resource for showing that polymers are important to some industry leaders, but it isn't clear to me that there is a vast collaboration involving Lightwave's polymers. GF mentions Ayar Labs for example, which also claims huge power savings, but appears to be working on something other than polymers. I wonder then if the power savings might be possible by technologies other than polymers, so the dots maybe could just as easily connect back to those other technologies and not Lightwave's. HG, for example, says 'maybe not CPO, but something like it'.
That's not to say GF isn't working with Lightwave. I think it is likely that they are. But, just as Polaritin ended up choosing NLM technology for their first product, I think it is possible that the big wigs - while working some on Lightwave's polymers - may end up choosing someone else - perhaps an Ayar for a mass produced product. I welcome any argument against this.
In general the level of secrecy here is high - for me personally it is so high that it is suspicious. While secrets can be kept, in this day and age it is less and less likely, especially when there are multiple players involved..The contrast between the secrecy with Lightwave and the open naming of players, partners, publications by others is striking to me. It causes me to pause a bit even in the presence of some clear indications that some exciting things ARE happening.
I will admit that several of the other issues I have been posting about recently are a factor in my thinking here. If Dr Lebby and Mr Marcelli hadn't rewarded themselves with over $5 million in cash, and the directors hadn't all sold for cash at $15 last December, I'd have a much higher 'trust' level than I do. The secrecy just doesn't help any. Nevertheless, I still own shares because I know nothing is certain, and there are reasons to be excited. Was hoping my review would bring more faith than it has, but it is what it is and again thanks to all of those who took the time to respond and help clear some things up.
Best to all.