"Lightwave isn't going up until we acknowledge someone well known is using us". I hope that is true but I am prepared that may not happen. We are entering what will likely be a very fast paced build out of data center upgrades as well as network switching and routers. Soon, there will need to be a 5G network access equipment upgrade to allow for broader bandwiths, higher frequencies and lower latencies to accomodate the anticipated increase in wireless traffic. Lightwave should have a place there as well. There will be a lot of competition around manufacturing upgraded devices and unfortunaely NDAs are even more important in this type of setting for companies not to signal what direction they are going. Lightwave's customers may require some confidentially even after signing a contract much like what occured with our first one.
All is not lost with such a contract if there is more detail provided without naming the customer compared to the previous one. I still scratch my head over the first contract as it is a supply agreement but no mention of how the patent moat around manufacture of devices using Lightwaves OEPs is included; or is it to be signed off on at a later date once manufacturing begins? With a new contract there needs to be more detail for it to have a a real beneficial effect on the share price. Other companies in this position will not name a customer but will disclose things like it being a tier 1 or tier 2 company (denoting market size) in a certain segment and stating exactly what is being provided to that customer. Disclosure when polymers start being used and money comes in would be helpful to make a contract more real to the investing public and still offer some confidentiality.. For LWLG even a tier 2 company could be very meaningful as a customer if the foundry for example made it clear it was dedicating significant manufacturing capacity to chips containing polymers. Any contract news is good but better if there is some detail to make it clear there is a real customer with an intent on how to use our technology.
At the beginning we may not hear the name of the new customer unless the customer allows it under an NDA. There are of course other potential custoimers operating with LWLG under NDAs but competition will exist with legacy companies offering upgrades to their previous products. After Lightwave's polymers are more commonly used in the marketplace it could be seen as an advantage to say that you are working with them on new products. By that time the share price would much, much higher than it is now.
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