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vein

10/01/23 12:07 PM

#160690 RE: tedpeele #160688

Good pay attention to then and quit posting

prototype_101

10/01/23 12:17 PM

#160691 RE: tedpeele #160688

ridiculous!!! you are wrong as usual!! what part of the PDK's being COMPLETE & SCALABLE are you NOT understanding!!!!

Lebby's been working with at least SEVEN Foundries PDK's for 2 years now, the latest reports from these Foundries that Investors have gotten from Lebby (including pictures) are,

1) the chips are coming back with OUTSTANDING PERFORMANCE

2) the Yields are EXTREMELY HIGH


Absolutely LOVE this Lebby quote, EO POLYMERS CAN BE EASILY HANDLED IN STANDARD SILICON FABS USING STANDARD PDK’s

Source is ECOC Market Focus October 2-4, 2023 Lebby presentation
https://www.ecocexhibition.com/visit/market-focus/market-focus-2023-timetable/market-focus-session-information/


Also absolutely LOVE this Lebby quote at 11:30 marker he said "our technology fits really uniquely into Silicon Foundries and WE CAN SCALE INTO VOLUME QUITE EASILY AND EFFECTIVELY, and our technology as you can see from the horizontal bar of this graph, we have a very high figure of merit (FOM) which means we have really great metrics in terms of bringing the voltage down to save power, high bandwidth to send lots of information at higher speeds, and to have the technology at a very small size"

Planet MicroCap Showcase: Vancouver 2023
Date: Wednesday, September 6, 2023
Time: 12:30 p.m. Eastern time Webcast Link: https://www.webcaster4.com/Webcast/Page/2986/48806


For the record, I talked to Lebby one-on-one at the ASM and he reiterated how sensitive all the data from Foundries work had become for competitive reasons, and for those who saw the ASM encore performance Lebby gave in Europe the day after the ASM, Lebby actually spent more time discussing how important it was now to keep secrecy on the Foundries progress, but he assured everybody things were doing great, and investors should take note of the output of the chips from these Foundries as their direct evidence of this fact, as Lebby told investors the chips are coming back showing great performance and the Yields have been exceedingly high
Bullish
Bullish

XenaLives

10/01/23 1:11 PM

#160699 RE: tedpeele #160688

1. I was the first to say the "kitchen recipe" problems Dr Lebby kept mentioning into the fall suggested no PDK by year end, as almost everyone was expecting.
2. My 23 red flags was considered credible enough by Walter who went over them on a one on one with Dr Lebby!
3. Some were taunting me about my doubts regarding scalability last fall..saying it was a no brainer that scalability to high volume was already proved out. All Dr Lebby said about it in this year's ASM was they are "more comfortable" with scalability now than they were last year. .
4. After the annual letter came out I immediate said that it showed or implied that there was no completed PDK and they were not on track, as the letter claimed. Proto insisted there were 5 completed PDKs for months on end. He finally stopped saying that and changed it to "virtually complete". We also know they were NOT "on-track" to meet their goals.
5. I said last fall their first commercial agreement would be with Polariton and people would think it was better than it would end up being. Nailed it.
6. I said after ASM we wouldn't be seeing any deals in the coming months and people would then begin to figure out that they had been duped about the commercial deal status and the price would drop in response. Lo and behold, that's exactly what is NOW happening.



NOTE THAT NONE OF THE ABOVE LINKS TO SOURCE - MY RESPONSE IS BELOW:

#1 B.S. PDK's can take years to complete so this statement is nonsensical.
#2 What Walter really said is that he talked to Lebby and they went through T.P. 's list. It probably took 5 minutes out of that three hours.

walterc

Re: Polymer Paul post# 138737

Thursday, April 20, 2023 4:36:42 AM

Post# 138739 of 160696
because a man to man meeting is telling you more than 100 public presentations Paul.

The one thing Lebby wants to avoid and what would make him worry is him making promises he cannot hold. I respect therefore that he is careful in what he says.
He answered yesterday all the questions he was allowed to answer .

I went through the23 red flags lists of ted and Michael replied with admirable patience. we talked for 3 hours..None of the replies got me worried.
To me ALL the answers were satisfactory.

Those who are talking about selling just should do so. Not my worry. I am not selling nor buying. I am not a trader.


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171733678

#3. The info you keep bitching about doesn't belong to Lightwave - it belongs to the foundries.
#4. see #3 Again no link and this claim is bogus.
" Proto insisted there were 5 completed PDKs for months on end. He finally stopped saying that and changed it to "virtually complete". We also know they were NOT "on-track" to meet their goals."
#5. again no link and we don't know it was Polaration and you pretend to know what "people think".
#6. More B.S. Lebby has stated that the deals are active and progressing. Again you are calling industry standard time lines and secrecy being "duped".

YOUR SIX POINTS ARE JUST A VARIATION OF ONE BIG LIE!!!!


Dead On Arrival

10/01/23 2:29 PM

#160706 RE: tedpeele #160688

TP, so far you have called it and some will be thanking you for taking the advice to sell. Not sure what 30 posts a day accomplishes but you have your life and you seem to enjoy it on a message board.

I am just waiting for the Klingon to make good on his words.