What interest in Lightwave? I'm not see much. . Where are the reports that actually mention their polymer by name instead of suggesting 'exotic materials' and such? Where are the director purchases instead of sales? Where are the analysts issuing speculative buys? Where are the large investments from those "in the know"? The absence of positive 'in the know' excitement is just not a good sign at all.
Seems like "all the interest" can only get this to $6.3 2 months after the so-called commercial announcement. Just not a good sign, and feels so much like the same old song and dance to long timers, who desperately are trying to shake off that feeling.
The way things are going AI will find a much better solution before Lightwave will. YES, there are finally some signs that some in the industry interested in giving polymers a chance -- maybe 1 or 2 foundries out there -- again Dr Lebby when asked how many foundries we are working with was that relationships have TIGHTENED - not EXPANDED, and that some foundries are more responsive (or some such meaning) than others... clearly they aren't in 5 foundries anymore -- maybe 1 or 2. That again shouldn't surprise US because that was Dr Lebby's plan, remember?: Choose a bunch so that you don't wait 10 years -- mitigate the risk..so maybe 1 or 2.
We can only hope things are going well with them, but that white paper is about a year later than we would have hoped for, suggesting they only NOW are being considered as one of the options to add on...for testing, and Dr Lebby is so tuned in that he is announcing patents as approved on special poling techniques by Lightwave employees that have since left the company, when in fact the patent was simply applied for..Not a good sign either...
This board is expecting WAY too much and it's because Lightwave misleads -- the commercial agreement wasn't said to be Slot or Plus -- no detail given..so what exactly was it for again? No one knows, but it probably was with Polariton - otherwise why didn't we get a second PR announcing Polariton? Get it? They wanted to talk about how close they are with foundries at ASM and that think they are close to getting deals - so close that they actually had one! But they didn't say it was with a foundry - so it probably with with Polariton - which would NOT have been consistent with the ASM message, so they made it as vague as possible...not a good sign...
Their biggest threat is a solution from AI or yet another innovation to keep the status quo and extend the ability to max it out. If Lightwave can be under NDA why can't those also be? Biggest sign they just aren't very close? Everything we've not been seeing. Open your eyes, people.
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