InvestorsHub Logo

prototype_101

10/26/23 2:29 AM

#164788 RE: jeunke22 #164786

Booyah!!! and as Lebby said there hasn't been this level of excitement in the Industry in over 20 years, and I agree with him 100% from what I've been seeing at Optica here these past couple days, all I can say is LWLG is going to be absolutely HUGE player in this new world, and Lebby foresaw this Blue Moon event at least 7 years ago and prepped LWLG to dominate true next generation internet transmissions with Polymer modulators, and all kinds too, from Slot to MRR's LWLG will be the go to technology!!!

Mark this post, there will be MULTIPLE Tier 1 deals made by Lebby in the next 6 months, bank on it!!!
Bullish
Bullish

tedpeele

10/26/23 7:42 AM

#164798 RE: jeunke22 #164786

This quote suggests that Lightwave has NOT been viewed by the hyperscalers as THE SOLUTION kept well hidden under NDAs at all—as has been preached and hyped year after year.

Exactly what I’ve been saying the tea leaves show. To refer to the solution options as issues of philosophical debate shows the reality that hyperscalers have NOT been chomping at the bit for solutions in general nor with Lightwave specifically:

Only now are are they actually interested in paying attention to the little Lightwaves and other companies trying to get a tryout for the varsity team.

12 months ago, at Optica's last cloud computing event at DuPont the world was still a different one: the hyperscalers Meta, Google, Microsoft ... were all cooking their own soup. Plugable, co-packaged or onboard #optics were topics of long and almost philosophical debates. All the other companies down the supply chain were requesting some kind of guidance on which direction to look at. Even just 6 months ago at OFC Conference 400G was still the main topic, with 800G slowly showing up pn the horizon