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prototype_101

09/25/23 9:36 AM

#159441 RE: tedpeele #159439

oh teddy bear, that's co-packaged optics, but LWLG is entering the million units club in pluggables, co-packaged optics is still a ways out!!

you really need to read my 30 Bullet points and try to educate yourself!!!

Lebby did say that LWLG will be getting the DOUBLE WIN, they will own PLUGGABLES and CO-PACKAGED OPTICS!!

Lebby is talking about LWLG getting the DOUBLE WIN of course!!! excerpt>> Finally, regarding the debate between CPO and pluggables, Michael Lebby, CEO of Lightwave Logic, observed that the standards include both an internal laser source as well as an external laser source. “An external laser source is a pluggable module,” he said. “I thought the whole concept of co-packaged optics was to get rid of the pluggable module. But now they’re bringing it back, which means there is a group that believes external laser driving is the right way to go — maybe because of reliability, maybe because you’ve got one big powerful laser as opposed to a lot of onboard lasers that could be subject to reliability and heat issues. So what’s the right form factor? If the co-packaged optical module that gets really close to the electrical switch chip is small enough that it could fit into a pluggable form factor, as well, whoever makes those modules gets a double win.”

https://semiengineering.com/new-standards-push-co-packaged-optics/

It is interesting to note that while some kooky knuckleheads think Lebby should lock himself in the lab, the TRUTH is that Lebby is one of the TOP LUMINARIES of the Photonics Industry and articles like this prove the point, I find it very interesting that all of these recent articles are quoting Lebby in addition to only referencing/quoting from the top companies in the world, in this article I note references/quotes also from IBM, OIF Chair, Broadcom, Infinera, Nvidia, Ranovus, Synopsys

So yeah, there is a reason why LWLG and Lebby are showing up in these articles and it is a VERY GOOD REASON, the reason is that LWLG is a BIG PART of the SOLUTION to Next-Gen networking, LWLG is the new "engine" for Next-Gen transmissions!!!!
Bullish
Bullish
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KCCO7913

09/25/23 9:36 AM

#159442 RE: tedpeele #159439

That’s the age old argument of pluggable optics versus co-packaged optic.

Innovations in pluggables (via technologies like LWLG’s modulators) are pushing out the need for CPO.

So yea, sure, CPO deployments still might be a couple years to get millions of units shipped. But…

LWLG’s SOM figures are for pluggables.
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x993231

09/25/23 9:46 AM

#159444 RE: tedpeele #159439

So you want to know how long it will take for the industry to sell multi Billion Dollars worth of Modulators?

I'm not sure that you understand how much a Million Modulators is worth to Lightwave, we are guessing $1,000 per modulator that is $1,000,000,000. Anyone that knows that is certainly on this planet. That would put us at $3.00 per share in earnings.  

We will be bought out long before that time.

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Bullish
Bullish