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prototype_101

01/10/23 10:30 AM

#130000 RE: prototype_101 #129999

thanks to KCC for these estimates!!! yellow sticky now and should get many thumbs up!!!
Bullish
Bullish
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XenaLives

01/10/23 10:41 AM

#130002 RE: prototype_101 #129999

Hmm... so the revenues from the customers quoted in the GFS post would amount to how much LWLG revenue in 2023?


In addition to NVIDIA, Broadcom, Macom, PsiQuantum, and Cisco, Xanadu will be among the first to put the technology into use.



https://investorshub.advfn.com/boards/read_msg.aspx?message_id=170906186
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prototype_101

01/19/23 12:58 PM

#130789 RE: prototype_101 #129999

Chew on this!! Intel had shipped over 2 million 100G silicon photonic transceivers in 2021

Intel has been shipping Photonic Transceivers for over a decade now and they finally reached 2 million annual units!!

Enter LWLG, just review the KCC projections for LWLG's enabling technology using just "one small Foundry & one Customer" (review post #129999) and take note that LWLG can enable this number already in this sceanario!!

So, what if this is what happens? Is Intel, Cisco and other giants going to sit there and watch LWLG take a foothold and turn it into the world's biggest giant in 2-3 years, or are they going to pony up $5 to $10 Billion to buy it out?
Bullish
Bullish
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StevenDice

01/25/23 1:10 PM

#131337 RE: prototype_101 #129999

Proto - I’m long LWLG. Very long. It’s time for management to describe the ‘Customers’ they have had years-long NDAs with.

Before ML, Jim M would say things like ‘if you only knew who we were working with you would be really excited.”

The process has dragged on long enough under the cover of NDA’s. We don’t need to know company names, however, we should know what industries these customers are in, the level of their interest/commitment to this technology, and what kind of market capitalization they enjoy.

Many things could be said about individual customers without revealing “disclosure“ information.

For years now, NDAs have in effect, created an imaginary customer list, that we know little to nothing about.

Secondly, we need to know a lot more about the nature of undisclosed “milestones” mentioned by ML in the share holder update.

The shorts are going to get a lot of ear-space until the NDA fog is lifted, and undisclosed milestones are discussed and a lot more is known about the nature of the “demand” side of this technology.




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SEV123

03/08/23 7:39 AM

#134622 RE: prototype_101 #129999

But no contracts or sales yet so just all a guess and hope?
Bearish
Bearish
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F2

06/08/23 7:23 AM

#144049 RE: prototype_101 #129999

I hadn’t seen this post before. Thanks KCC for the incredible due diligence and thanks Proto for recalling it. This will result in a truly massive stock price as suspected.

The thought that this is for one single customer blows the mind. Now I do think the next thing we will see is a “Tech Transfer”. I suspect we will see two more agreements of some kind by end of Summer. The pressure is really on through the AI boom in data usage. The set-up for disruption simply couldn’t be better!

If you haven’t seen KCC’s post that I am responding to, it is absolutely worth your time….

Best to the longs,

F2
Bullish
Bullish
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redspinelpinktopaz

11/17/23 12:49 PM

#167664 RE: prototype_101 #129999

On the 29th, in Malta, will anyone be able to ask Dr. Bian if they are using a layer of perk?
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ridethewave2007

01/13/24 7:23 PM

#175651 RE: prototype_101 #129999

to piggy back on $3 EPS, semi conductor equipment and material companies have an earnings multiple of 19.92 according to EQVISTA. This would value the stock around $60 per share.