Replies to post #159319 on Lightwave Logic Inc (LWLG)

[Tleprathy]

Why do you keep pretending you're going away from the board to do some activity (sleep, food, walk - whatever) when it's obvious you're camped in front of your laptop perpetually? You're off to sleep then magically back at your computer to respond to my post 10 mins later? There's no need to pretend you have a life outside iHub - we all know you don't.

Ted, you fundamentally just don't get how ridiculous it is for you to confidently opine on the company when you have zero knowledge and have only ever lost money. Why don't you get this?!

When he said production he meant high volume production.

[KCCO7913]

And yet the context of ‘production’ during his presentation to hundreds of his peers at a technical conference was HIGH VOLUME MANUFACTURING.

Initial production starts 2024.

It’s so easy to see that it just makes your motives so obvious.

[prototype_101]

ok teddy bear there you go again flagrantly lying to investors here to push your agenda of deception!!! Andy had a slide at OFC that read HIGH VOLUME PRODUCTION in 2026, and Andy was WRONG in his premise on Reliability/Stability which UNDERPINS his call on HVP in 2026 to begin with!!!! There were literally hundreds of people at OFC who witnessed Lebby stand up and correct him publicly that this was a WRONG assumption!!!

YOU ARE A LIAR plain and simple!!!!!

1) Lebby's Timeline to Mass Commercialization has remained UNCHANGED in presentations for the last few years, Lebby has told investors that LWLG would come to market at 800Gbs in 2024!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172658420

2) Lebby has been making partnering DEALS at least as far back as ECOC 2019 when LWLG presented its META-STABILITY DATA that showed the material systems actually GAINED stability over time!!

3) Lebby's Timeline of 2024 is a PERFECT MATCH to what the industry is now showing to be the FASTEST ADOPTION EVER of a Next-Gen Node Implementation at 800Gbs set for, you guessed it, 2024!!! Check out this chart showing 800Gb adoption to be HUGE at $2 Billion starting in 2024!!! (note 800Gbs is the BLUE SHADED area)
https://investorshub.advfn.com/uimage/uploads/2023/8/19/wwenqIMG_7963.png

4) Lebby in the latest Wall Street Transcript just flat out told investors who the Customers are going to be when this thing ROLLS, which will undoubtably be in 2024 because that is what the INDUSTRY is saying will be the HUGE rollout of 800Gbs, and make NO MISTAKE when you read below who LWLG's Customers are going to be (all under NDA now!!)

TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?

Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.

As I see the business model, you need to be flexible, because some of these guys will want to buy from you direct. And other ones who will say, go work with our contract manufacturer or go work with our foundry, get qualified there, and then we’ll give you the business.

And so, we have to be flexible with these large guys, because they have different working models.

https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/

Ok folks, so Investors now now that the Intel's and Cisco's and Google's ARE THE CUSTOMERS that the Foundries PDK's HAVE BEEN DEVELOPED to serve!!!! Lebby has already told investors that there are PRODUCTION TRIALS in progress for at least the last 6 months but more likely a year or more!!!

PRODUCTION TRIALS!!! Nothing makes short sellers more nervous than finding out that Lightwave Logic’s foundry partners are currently running PRODUCTION TRIALS Why would they do that? “We” were convinced their technology would never scale and the fact that Lightwave Logic has never produced a product in 20 years was proof positive that they would never ever produce any revenue. We even talked to an ex employee who told us there were issues five years ago.

The worst news possible is learning about production runs because reaching that step means both parties want to produce and market this technology. In order to reach agreement on the terms of a license, both parties must be comfortable with the production economics. What level of upfront cash payment is appropriate? What percentage of gross modulator sales makes sense?

One thing is clear to me, the foundries want this technology and are already devoting machine time to be able to price the agreements. If I were short this stock, I would be fargin nervous as hell.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171355567

. This expansion of our IP moat, paired with our acquisition of the mission-critical IP assets of Chromosol Ltd (UK) to strengthen foundry PDK design capabilities with extremely low temperature ALD Processes, is a part of our ability to advance initial production trials with our foundry partners and secure our first licensing agreements in the near-term.

Corporate Update March 2, 2023

[XenaLives]

Yet another lie from T.P..... Countered by another perspective.

Heylbroeck

Re: None

Friday, March 10, 2023 10:15:52 AM

Post# 134938 of 159333

Worth copying KCC's comment on Reddit here as well:
"My goal is to have a brief OFC summary posted later today or tomorrow at the latest.

I briefly skimmed MrSmiths thread and all I have to say is that LWLG just told us a licensing agreement is near term. And we were told again company provided timelines are intact. So…a licensing agreement by the May meeting.

Also - more significantly, which I will put in my summary, but Lebby had lunch with Andy B. from Arista earlier this week. I’ve always known Andy is highly respected and intelligent, but watching and hearing him speak at OFC was eye opening. He is off the charts intelligent. Anyway…in the Rump his take on polymers was that high volume manufacturing is coming, but reliability needs to be proven. I discussed his view with Lebby after and Lebby said “I told Andy that box is already checked off”."

I guess a lot of people are looking forward to your feedback, KCCO7913.

Source: https://www.reddit.com/r/LWLG/comments/11niuj7/comment/jbofbib/?utm_source=share&utm_medium=web2x&context=3

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171410725

But T.P. claims:

. His email said at the earliest production would begin in 2026.

Your interpretation:

Andy spoke in the rump session AFTER he had presumably met with Dr Lebby, which is interesting given what he said. He's not talking about mass production here, he's talking about the STARTING point of production as being 2026!

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171484127

But Andy said "in production" he didn't say "earliest production". He could have been referring to full production, mainstream adoption. He is not a LWLG insider.