No one infact knows how this will unfold. I haven't read a shorts post yet that knows anything about silicon phonics and it's limited speed. Let alone the performance numbers of EO Polymers. It takes a long time to qualify a replacement for silicon photonic, it is a complete paradigm shift for them.. Lightwave has literally spent years. I'm very comfortable, the doubters don't know what they don't know, they simply hope they can time this blowout. It takes a couple years for foundries to trouble shoot, and mass produce this, LWLG has been in foundries for well over 2 years that is how long it should take.
I'm cool.
Demand is so out pacing current technolgy, it is a huge problem.
Lightwave will get bought out, dont worry, they will factor in the discounted price do to the shorting.
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