Replies to post #174969 on Lightwave Logic Inc (LWLG)

[tedpeele]

Why are you getting upset? This kind of post should be in the IBOX - I"m not impressed but some people may be and sounds like it's about the best the cult members have - and newbies should be made aware of the best info..

KCC, thanks but nonestly those look to me like bread crumbs and suggest very low penetration if any to date.

Those comments could have all been made several years ago - most of them 10 years ago.

I love the David vs Goliath concept as much as the next guy but the problem is the cult has been making it sound like Lightwave is actually an undiscovered Goliath - well known within the industry. Your list doesn't support that thesis. If you don't like what my source says why not find one that is willing to say something super great about Lightwave? We know the answer.

Here again is what LightCounting says:

LightCounting expects to see the first deployments of linear drive pluggable transceivers in the end of 2024. However, the deployments will be limited in scale until standards are developed and multiple vendors start offering standard products. Large customers, such as the leading Cloud companies, cannot afford a risk of deploying non-standard products, not supported by a vibrant supply chain.
This challenge is not unique for linear drive optics. All new technologies will benefit from an acceleration in developing new standards. One day an AI system may take a lead on this process, but until then, it is up to all of us.

https://www.lightcounting.com/newsletter/en/april-2023-emerging-market-for-linear-drive-optics-280

I again ask - IF they start out offering to smaller customers, will there be a market for it, and can it morph into standards that appeal to the larger customers?

..

[walterc]

I think his source is under NDA.

[Flip it]

Its all nice ; however stock has no support
Yes... all is true???? ..however no support.

So it might be true for others .lwlg might be the best , maybe others are buying 2nd best and it's good enough
Jmo

[RubeSilver]

You make good points but the price action is beyond terrible. Lebby has burned his goodwill and Dec.4 was the final straw.This stock is rudderless and with zero support, it can drop easily 50% or more. Some of you posters might own 500,000 shares or more. That would be a big slice of the pie gone. Might be a good idea to email Lebby and let him know how you feel. I did.

[prototype_101]

Worth another LQQk, Here’s all the validation I need:

1. USA based foundry saying they’ll be offering polymer modulators in the future

2. Programmable photonics company saying they’ll use polymer modulators when available

3. PIC design company using GF Fotonix telling me they’d love to use polymer modulators

4. Employee of European foundry giving Lebby extremely high praise

5. Tier 1 foundry mentioning that they’ve had discussions on adding polymers to their platform

6. Anthony Yu from GFS saying heterogenous integration of Pockels materials is REQUIRED in the future. If you don’t understand, EOP is the ONLY Pockels material that does NOT require exotic epitaxial growth, etching, or bonding processes. EOP can simply be dropped onto an existing SiPh wafer.

7. Head of Silicon Photonics at NVDIA saying new materials need to be added to SiPh. Specifically calls out BTO as being super expensive.

8. Transceiver company mentioning they’ve in discussions with polymer company (and I know this isn’t LWLG’s #1 transceiver company)

9. Quantum computing company mentioning they’re currently investigating “TFLN and other materials” for their platform.

10. One of the top 10 photonics people in the industry (maybe even more ‘famous’ than Lebby) tells me to my face that he doesn’t doubt EOP will commercialize.

This is all stuff I’ve heard with my own ears or seen with my own eyes.

And your source says he isn’t hearing a peep? What a joke. Oh that’s right…who will open up to a contrarian journalist with a big mouth - especially while under NDA? My sources tell me Mark L has little respect in the industry.

How am I hearing all this and he isn’t? Rhetorical I don’t care to engage with you any more.

[x993231]

Sounds like KCC is doing his homework.

X

[IBB-99]

Requesting this post be stickied to the top of the board. It has 53 "likes" so far. https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173597950 Also, a new post on revenue projections would be great to replace the one that would be lost. Many thanks!!!

[frobinso]

Here is what Bard says about number 3:

Does the GF Fotonix platform use Lightwave Logic's Electrooptic Polymers? ** For entertainment purposes only, but I didn't make it up, just do not trust it, and I guess Bard is now a We **

The use of Lightwave Logic's Electrooptic Polymers (EOPs) in the GF Fotonix platform is a possibility being explored but not yet confirmed. Here's what we know:

Lightwave Logic:

They specialize in developing and commercializing EOP materials for active photonics applications.
Their EOPs offer advantages like high modulation speeds, low power consumption, and potential for low-cost fabrication.
GF Fotonix platform:

Developed by Ayar Labs, it's a silicon photonics platform for high-speed optical interconnects within data centers.
Currently, it uses different materials for its modulators and waveguides.
Potential for Integration:

There is interest in integrating Lightwave Logic's EOPs with the GF Fotonix platform to leverage their respective benefits.
This could enable even faster and more efficient optical interconnects.
Current Status:

While both Ayar Labs and Lightwave Logic acknowledge the potential, no official announcement regarding actual integration has been made.
Research and development efforts are likely ongoing, but concrete details are not publicly available.
In conclusion:

The use of Lightwave Logic's EOPs in the GF Fotonix platform is not yet a reality but a promising avenue being explored.
Keep an eye out for future announcements from both companies for any official confirmation or progress updates.
I hope this clarifies the current situation! Let me know if you have any other questions.

[Flip it]

The Photonics Market size is expected to grow from USD 0.81 trillion in 2023 to USD 1.17 trillion by 2028, at a CAGR of 7.54% during the forecast period (2023-2028).

[prototype_101]

5. Tier 1 foundry mentioning that they’ve had discussions on adding polymers to their platform

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173597950

Ok, and today KCC gives a reveal of that Foundry as being none other than one of the big ones, Tower (Intel) here,

Specifically, Tower Semi is #5 in my yellow sticky.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173684483

Wake Up People!!!! It's REAL and it's HAPPENING!!!!!

[prototype_101]

5. Tier 1 foundry mentioning that they’ve had discussions on adding polymers to their platform

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173597950

Ok, and today KCC gives a reveal of that Foundry as being none other than one of the big ones, Tower (Intel) here,

Specifically, Tower Semi is #5 in my yellow sticky.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173684483

Wake Up People!!!! It's REAL and it's HAPPENING!!!!!

[prototype_101]

5. Tier 1 foundry mentioning that they’ve had discussions on adding polymers to their platform

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173597950

Ok, and today KCC gives a reveal of that Foundry as being none other than one of the big ones, Tower (Intel) here,

Specifically, Tower Semi is #5 in my yellow sticky.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173684483

Wake Up People!!!! It's REAL and it's HAPPENING!!!!!

[Lrc15]

I am willing to bet any amount that there is not a person on here that can stop engaging with Ted. You just can’t help yourselves!!!

[prototype_101]

Here’s all the validation I need:

1. USA based foundry saying they’ll be offering polymer modulators in the future

2. Programmable photonics company saying they’ll use polymer modulators when available

3. PIC design company using GF Fotonix telling me they’d love to use polymer modulators

4. Employee of European foundry giving Lebby extremely high praise

5. Tier 1 foundry mentioning that they’ve had discussions on adding polymers to their platform

6. Anthony Yu from GFS saying heterogenous integration of Pockels materials is REQUIRED in the future. If you don’t understand, EOP is the ONLY Pockels material that does NOT require exotic epitaxial growth, etching, or bonding processes. EOP can simply be dropped onto an existing SiPh wafer.

7. Head of Silicon Photonics at NVDIA saying new materials need to be added to SiPh. Specifically calls out BTO as being super expensive.

8. Transceiver company mentioning they’ve in discussions with polymer company (and I know this isn’t LWLG’s #1 transceiver company)

9. Quantum computing company mentioning they’re currently investigating “TFLN and other materials” for their platform.

10. One of the top 10 photonics people in the industry (maybe even more ‘famous’ than Lebby) tells me to my face that he doesn’t doubt EOP will commercialize.

-KCC

[StevenDice]

“10. One of the top 10 photonics people in the industry (maybe even more ‘famous’ than Lebby) tells me to my face that he doesn’t doubt EOP will commercialize. “

Yes, I believe he said there likely would be a small pilot project in the end of 2027.


#ShowMe

[StevenDice]

I lean into this narrative. Lightwave has the potential to be hoghly disruptive and is setting itself up to be. Rumors of the death of the short have been grossly exaggerated.