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adagium

02/08/24 8:10 AM

#179080 RE: StevenDice #179072

The description of the upcoming presentation in April 2024 is in line with the presentation of May 2023 and the schedule provided therein.

I advise you - and anyone who no longer has a clear focus on the presentation and is interested in the potential and likelihood of LWLG to help the industry further - to (re)read the May 2023 presentation. Please read/ study the sheets carefully and really take your time so that you can fully absorb the whole (the graphs; TAM/SAM/SOM; etc.) and thus possibly gain new insights!!

LWLG supports the market from a Problem-Solution Fit to a Product-Market Fit!

How special is it to soon discover who the earlyvangelists (EVGs) of LWLG will be based on the conservative SOM!!

Here is a link to the Presentation of May 2023:

https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/64db7c2d-d721-ec8f-b813-4c0a8ea7d6c1?origin=2
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tedpeele

02/08/24 9:35 AM

#179090 RE: StevenDice #179072

Here's what I think it means:

Electro-optic polymers are now additive with silicon foundries to integrated photonics platforms such as silicon photonics to increase performance significantly.


We saw the white paper by some GF and Ayar people that showed that exotic materials including polymers now may work with their process.

I commented at the time that it suggested to me that a lot of work was required to just get to that stage. Why else put out the white paper?

I think the above quote is mimicking what I said, but means this:

NOW, FINALLY, after a LOT of work things have advanced to the point where GF and Ayar are willing to try adding in various exotic materials - one of which might include our perkamine to see if it is viable for one of the things they are looking at with FOTONIX.

How long with THAT take? Who knows?

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