Nrdc, Investors have been told that the Foundry deals would come with upfront monies which are revenues, Investors have also been told that there are Tier 1's "pull" behind the Foundries incorporating LWLG's technology into their PDK's, and in the SNN interview Lebby said that at OFC in March 2022 "the gloves were off" and what had been previously only discussed with Tier 1's behind closed doors of NDA's suddenly became public discussion of how the Industry needed the drastic change to lower power higher speed modulators and how they needed it NOW!! This is EXACTLY the technology LWLG is bring to market currently at MANY Foundries!!
here you must of missed it >>
SNN Interview Lebby----> LWLG will be UBIQUITOUS!!
1) Semiconductor modulators are a SUNSET business
2) LWLG Polymer modulators are a SUNRISE business
3) LWLG modulators are already more than 3x the speed
4) LWLG modulators are Order of Magnitude Lower Power
5) Many Customers & Partners all under NDA currently
6) Many Foundries implementing LWLG technology in PDK's
7) at OFC 2022 "gloves were off" and the Customer Base was opening discussing the imminent need for LWLG technology where in previous years such discussions were only behind closed doors under NDA
8) at OFC 2022 (at 27:33 marker) Lebby said "so now it is not a case of Lightwave Logic pushing its Polmer technology, it's a case of Lightwave Logic be dragged along by the Customer base saying >> hey this is really cool, we need to utilize this technology!!"
9) LWLG Polymers are in fact just as Reliable/Robust as Semiconductors
10) Downside Risk is that LWLG Technology adoption does not become UBIQUITOUS (think PPS $1000+) but instead only adopted by a handful of Customers (think LWLG PPS $100+)
Listen to the whole 53 minute Interview here,
Note: Lebby mistakenly said LWLG has Cash to early 2023 when in fact LWLG has Cash to early 2024!!
I mean, doesn't everything have to be put in aspirational terms until contracts are signed?
I'm not sure why you discount the possibility (more like probability) that the foundries are being directed to work with Lightwave by Tier 1s. And that commercial negotiations are occurring in tandem with the scientific / manufacturing testing.
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