Replies to post #137837 on Lightwave Logic Inc (LWLG)

[M600]

Incredible good post KCC!
Thanks for sharing
We’re close.
2 out of 4 hyper scale data centers is meaning financially a huge difference compared to proto”s calculations for a small one: $3 dividend for a small…fill in the number of a hyperscale data center!!

[themaude]

Watching what is playing out on this board is reflected in the history of any paradigm shift in Science or innovation. Even after the Science or technology is proven ,90% of the established scientists or players in the industry fight tooth and nail to hold on to their beliefs and circle the wagons to protect their place rather then the facts before them and will argue endlessly to protect them. I see Andy’s email reply to TP as being indicative of this scenario and i’m sure he wants to protect his companies place in the industry. I see LWLG as being on the cusp and leading the paradigm shift in communications tech industry. From their communications industry conferences and Dr. Lebby’s utterances it is clear to me they have proven the science and solved the many production problems and will keep improving on both. Change is coming even if it is hard for most to understand or accept.

[tedpeele]

Yeah i caught that too late about production vs initial production. Normally they mean the same thing but it may be he had a higher volume in mind since he said he was referencing the slide. Thats why it would be helpful to see the slide for those that care what he thinks

[prototype_101]

KCC said, Google, Apple, Facebook, Microsoft, etc. are the hyperscale data centers who demand increased performance and power efficiency. As LWLG has stated, there is PULL by the hyperscalers to get LWLG’s technology available since the performance characteristics are known to be superior to any other technology.

Lightwave Logic Announces Breakthrough Performance Results for Commercial-Class Electro-Optic Polymer

"NEAR-TERM AS WE MOVE TO COMMERCIALIZATION"!!!! concluded Lebby

THE FACTS
1) "Commercial-Class"
2) "Near-term Commercialization" (Licensing and Tech Transfer Agreements by ASM May 2023)
3) "heard from Hyperscale Industry that Polymers offer important performance advantages as compared to other Optical Modulators in use today
4) "Hyperscale Datacenters Applications Represents the Primary Area of Focus"

LWLG has a product that can >>>
1) increases the top speed of the legacies by a factor of 3x today with headroom to 10x or greater in the future (femtosecond response time enables up to 1Tb standalone speeds (that is 1,000Gbs)
2) decrease the power consumption by an Order of Magnitude, approx 90%
3) has a footprint 30x smaller than the closest competitor
4) has already set World Record performances with two separate Third Parties

It's TIME for the Licensing and Tech Transfer Agreements to start to ROLL!!

[Reanimator]

Let me get this straight: we should believe that Google, Amazon, and Microsoft are clamoring for LWLG because...... LWLG says so?

That's your proof? That's your argument? That's your evidence?

"LWLG said that Tier 1s are interested, so they must be interested. That's all the proof I need."

Seriously?

[tedpeele]

I always enjoy these kinds of posts because they contain nuggets that are new, and sound worthy of reflection. At this point it has become a bit of a challenge to see if what sounds like a strong case really is, so in the spirit of a 'challenge' I'll respond the best I can to a few of your points:

EO polymer modulators have superior characteristics compared to TFLN that are abundantly documented and RIGHT NOW are being designed into transceivers. Facts.

I"m curious why Andy's company has chosen TFLN over EO polymer - in your view? Surely it has some desirable performance characteristics, but if Lightwave's are better why didn't they choose Lightwave. Is it because TFLN is far ahead in terms of proving reliability? Serious question.

As LWLG has stated, there is PULL by the hyperscalers to get LWLG’s technology available since the performance characteristics are known to be superior to any other technology.

I think we have to be very careful parsing Dr Lebby's words. As you can see in my 23 points post - the evidence proto gave may well have been something more general - ie: hyperscalers are likely to 'root for'' ANYONE that has technology that sounds promising even if they just hear "our technology can do X,Y, and Z" without knowing if it has a chance of being viable, which may include dozens of other companies offering positive sounding performance characteristics...but knowing that proving them out may take years and may ultimately result in failure probably limits how much they are willing to get involved...and if they were significantly involved I think we would know it by now...and surely Andy would know it and probably would be hitching his wagon to Lightwave tech and not TFLN.

Just because Silorix is small doesn’t diminish the significance.A foundry that’s capable of producing thousands of wafers per year dedicated to LWLG would be the one producing these devices anyway.

Even if that is right, the fact that nobody has heard of Silorix does diminish the significant of any kind of announcement. It will take time and evidence of market penetration before the broader market gets excited, and of course this all assumes a cost effective scaleable product with a willing buyer. How smooth the process is will determine how cost effective it will be.

LWLG is not on the outside looking in. Everyone in the industry knows about LWLG and EO polymers

. Doubtful, but even if true that doesn't mean they aren't fighting a long battle to get the attention of the hyperscalers.

Hell, some of us know that some of the highest up in the ecosystem actually own LWLG stock!

Photonics ecosystem probably...and how much stock? No truly big players have reported a 5% ownership as required by law other than 2 of the worlds largest index funds (as they do on hundreds if not thousands of other stocks they own).

Some here know this, but it is a fact that LWLG management has had meetings with at least some of the above listed hyperscalers. Maybe all? But I know at least two. Marcelli is actually family friends with one of the highest up at one of the above listed companies. Maybe that’s why we keep him around lol.

Even if true there is no way to judge the significance -- would need to know who they met with and other details.

So when LWLG tells us shareholders that they are getting pulled by the giants, we should believe them. Lying to us shareholders could land them in jail.

When did they tell us they are getting pulled by the giants? This is new language from what I've seen..and has no context to make a meaningful judgement. That's why if it turns out they talked to a new product development engineer 2 years ago for 20 minutes and he said "keep up the good work. Let us know when you have some good reliability results" they won't land in jail for lying to shareholders.

[rjs1]

"LWLG is not on the outside looking in. Everyone in the industry knows about LWLG and EO polymers. " --KCCO7913