Proto is not the only one who casts doubt upon your "Andy" remarks.
I trust Proto and KCC more than I trust your account / interpretation:
KCCO7913
Re: tedpeele post# 135187
Monday, March 13, 2023 2:23:08 PM
Post# 135189 of 149923 Andy did not express any doubt and in fact expects high volume manufacturing of EO polymers in the future. Andy and Michael had lunch last week I was told. Michael was sure to tell Andy that the reliability part of the equation is solved.
Any "doubt" stems from the fact that for 30+ years the industry toyed with unstable material and only in the last few years has anyone gotten a taste of stable and reliable material.
It is still a "show me" story, of course.
Multiple people/companies mentioned they will use LWLG's EO polymer modulators when available.
The full OFC report will not be shared publicly. I will post a summarized LWLG specific version on Reddit, but everyone needs to get off the edge of their seats.
I'll let LWLG management do the talking over the coming months.
But again, I am 100% confident in the commercialization of this technology. But, to many I am just a stranger on the internet so I hope to God no one is basing investment decisions on anything shared on social forums. After all...I could be lying and selling my shares as we speak. Kidding, of course.
Andy’s presentation to a technical audience at OFC included a chart of technologies that showed his estimate of HIGH VOLUME MANUFACTURING of EOP modulators being 2026.
His estimate. Not LWLG’s.
LWLG’s estimate appears to show HVM in 2025. And who would know better? I’d say the company and people at the forefront of development.