Replies to post #118987 on Lightwave Logic Inc (LWLG)

[Lightning_Rod]

The title over one of the slides outlining foundry announcements later this year (timing in the last column) indicated that it was about scaling. It is there for everyone to see.

This is what I expect from the foundry announcements (2 of them) this year. Whether there will me more to announce is unclear from this slide. Others may have heard more at the ASM but they are not talking here on this message board. However, others seem to suggest that this is not going to sit there "on the table" without some type of arrangement that will either be announced then or at a later date. We just don't know.

Regardless this will be a VERY significant announcement because it will be mean that the foundry is ready to go ahead with orders from some Tier 1 company. Who is behind this push to have Lightwave work with the foundry on these modulators? Somebody is for sure. And the WHO will be a big deal.

I for one am not going to be dislodged by any short who says "see no business, no contract, no revenue, all talk, more of the same".

But they can no longer say that the modulators cannot be scaled for mass production which is what they have been saying for a long time now. THEY WILL BE PROVEN WRONG shortly.

Hold the line.

L_R

[prototype_101]

Commercialization (via the first major revenue event) begins with the first foundry deal this year, not in 2024 during "commercialization ramp".

This is straight from the company during the shareholder meeting Q&A session in response to a question Egidio77 asked at 1:03:50 to clarify the difference between partnership and commercialization.

"When you take a look at the royalty plan, There's dollars that come into our pocket when someone signs up, Ok. And then there'll be royalties based upon the devices that they sell. And I think tech transfer really gets into where you're working with the foundries, working very tightly with the foundries to come up with the different PDKs, which means you just don't hand them a recipe and turn them loose. We have to work with them and gets lots of wafers back, test those wafers, go back to them, because we have to give them feedback on everything before we, ya know. So I think that's where the tech transfer is, versus just if we have all these patents and you want to use it for type X work. Then we could just give it to you and you'll just pay us a fee for doing that. The tech transfer means we are working very closely with them, and we're doing that today. And by the way, they are excited to work with us."

-Jim Marcelli, COO

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=169264664